Our FREE introductory course is not just a sample. It provides actionable information you can use.

The spring cohort promises to be another great learning opportunity for business owners who are trying to understand how to best create value and better position their company for future transition success. Sessions will be held once per month from 11 am to 1 pm in a live format with a remote simulcast for students who are out of the area or cannot make the session in person. Sessions will be recorded for students to review information at a later date.

This multimedia training approach will include:

  • Live presentations
  • Video content
  • Audio podcast 
  • White papers and reference materials
  • Group discussions and instructor access

Course curriculum

  • 1

    Chapter 1 - The Exit Planning Landscape

    • Welcome to The Business Owner Transition Academy

    • Custom Evaluation One - Business Wellness Checkup Assessment

    • Custom Evaluation Two - Business Valuation Assessment of Your Business

    • The Exit Planning Landscape

    • 3 Questions Every Business Owner Must Answer - White Paper

    • State of Owner Readiness 2018 Georgia Report with comments

    • The Business Owner Transition Podcast

    • Barriers to an ELITE exit and why businesses don's sell

  • 2

    Chapter 2 - Owner Planning and Business Valuation

    • Chapter 2 Live session 1 introduction

    • Top 12 Unique Financial Planning Aspects for Business Owners - White Paper

    • Business Valuation - Why It Is Important - White Paper

    • Session One Quiz 1

When? To whom? And for how much?

If these are important to you, and they should be, you need this course

I was blown away!!

Jim Sullivan - CEO and Founder at HealPros

I highly recommend the Academy for mid-stage and late-stage companies. This course changed they way I think about building transferrable value. I was blown away by the quality of the course and the instructors. This will help me achieve a better outcome!!

Real life examples

Tim Tracy and Karen Swords - Owners - Pyramid Masonry Contractors Inc.

The knowledge gained from these classes is invaluable. The presenting experts give real life examples and step-by-step instructions on how to prepare your company for your transition, whenever it may be. Mike Quinlan has a great hands-on approach and has continued to follow up with us on our plans!

The Business Owner Connection

The Business Owner Connection is your access to curated content to help you understand your finances and eventually exit your business on your terms. Sign up here to get the newsletter in your inbox.



Instructors

Managing Director and Lead Instructor

Mike Quinlan, CExP, CWS

Since retiring from a successful flying career in the Navy, Mike has focused on working with business owners to help them achieve their dreams. He saw the struggles business owners were having with the transition process, and helping them became his passion. He since has worked with companies in all phases of the business life cycle, from start ups to enterprise values of over $100M. Mike is the founder and Managing Director of the Business Owner Transition Academy.

Senior Instructor

Annika Cushnie, CExP, CFP

Annika specializes in working with business owners and helps them think strategically about their business and personal wealth planning throughout the various phases of their business’ lifecycle. She plays a key role as an instructor and consultant helping to clearly define the financial goals which drive so many of the key decisions as an owner begins to contemplate an exit.

Senior Instructor

Nathan Corbitt, CExP, CPA, CFA, CFP

Nathan’s experience as an exit planner and tax advisor and keen understanding of investment strategy, economics and charitable strategies allow him to provide business owners with a complete understanding of the most complex aspects of their exit.