Winter/Spring Cohort

Starts TBD

The winter/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 11am to 1pm 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.


Business Valuation Assessment and custom value driver assessments are included in the price of the course!!



Download our winter/spring course brochure TBOTA winter/spring Cohort Brochure

This multimedia training approach will include:

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

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!

Course curriculum

  • 1

    The Exit Planning Landscape

    • Custom Evaluation One - Exit Planning Assessment

    • Custom Evaluation Two - Business Valuation Assessment of Your Business

    • The Exit Planning Landscape

    • EPI State of Owner Readiness

    • 3 Questions Every Business Owner Must Answer

    • The Business Owner Transition Podcast

  • 2

    Session One - Owner Planning and Business Valuation

    • Top 12 Unique Financial Planning Aspects for Business Owners

    • Business Valuation - Why It Is Important

    • Live Class Session One - Zoom Information for Remote Students and Instructors

    • Live Class Session One - Personal Planning for Business Owners, A Total Balance Sheet Approach - Annika Cushnie, CFP

    • Personal Planning For Business Owners - Live Replay

    • Live Class Session One - Business Valuation Concepts - Kevin Couillard, CVA

    • Business Valuation concepts - Live Replay

    • Exit and Valuation Assessment Review Meeting - Mike Quinlan, CExP and Mike DeWitt, CFA

  • 3

    Session Two: Building Value - A Strong Foundation

    • Copy of Custom Evaluation Three - Foundational Documents Assessment - Is Your Business Sellable?

    • Business Continuity Planning Overview - Can You Take That Six Month Vacation?

    • Asset Protection Overview - Protecting The Value You Build

    • Live Class Session Two - Legal Overview - Rob Swartwood, JD - Key Documents And When Do You Loose Negotiating Leverage?

    • Live Class Session Two - Accounting Overview - "O" - Optimize Financial Statements - Jeff Saylor, CPA

    • Foundational Documents - What Went Wrong!

    • What Business Owners Are Missing - Chris Means

  • 4

    Session Three: Key Value Drivers - Cash Flow And An Effective Management Team

    • Custom Evaluation Five - Management Team

    • Key Employee Incentive Planning

    • Deferred Compensation and Supplemental Executive Retirement Plan (SERP) - Gary Bottoms, CLU

    • Custom Evaluation Six - Financial Controls And Processes

    • Cash Flow Versus Profitability - Will You Grow Yourself Out Of Business?

    • Live Class Session Three - Institutionalize and Motive Management - Mike Quinlan, CExP

    • Live Class Session Three - Maximizing the Value of Your Company Through Persistent Forecasting - John Coffin

    • Management, Profitability and Cash Flow Growth - Nathan Corbitt, CPA, CFA, CExP, CFP

  • 5

    Session Four: Key Value Drivers - Sales and Growth Planning

    • Custom Evaluation Seven - Sales Teams And Processes

    • Custom Evaluation Eight - Business Growth Planning And Strategy

    • Creating Effective Sales Teams - Jonathan Graviss

    • Live Class Session four - How To Build A Growth Strategy You Can Use Every Day - Mike Quinlan, CExP

    • Live Class Session Four - The Perfect Plan, Your Sales Culture And Knowing Your Buyer - Don Barden, Author

    • One-Page Strategic Plan Meeting - Mike Quinlan

    • Growth Through Acquisition

  • 6

    Session Five - Internal and External Transactions, M&A

    • Business Owners and Aviators - Hazardous Attitudes Lead To Failed Decision Making

    • Successful Transfer of the Family Business

    • Selling The Business To Your Family - Jason Cross, JD, CFP, Annika Cushnie, CExP, CFP

    • Top 10 Deal Pitfalls

    • Live Class Session Five - The M&A Process and Closing The Deal!! - Don Bravaldo

    • Transaction Video Series - What To Expect From The Legal Process

  • 7

    Session Six - Post Transaction - Implementing Strategies

    • Wealth Transfer for Business Owners - Jason Cross, JD

    • Live Class Session Six - Preparing for the Proceeds, Transitioning From Entrepreneur To Investor - Mike DeWitt, CFA

    • Live Class Session Six - Preparing Your Family, "Getting It Right" - Gary Bottoms, CLU, Ray Padron, CPA, CFP, CIMA

    • Charitable Giving Strategies - Nathan Corbitt, CPA, CExP, CFP, CFA

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.