The Business Owner Academy Cohort 6 - fall 2022
This course will help business owners familiarize themselves with strategies to increase the value and probability of a successful exit from their business.
Space is limited
Very good material discussed and real-life senarios presented. Very helpful for budding potential sale of my company.
Very good material discussed and real-life senarios presented. Very helpful for budding potential sale of my company.Read Less
The Business Owner Academy was very helpful to me in learning more about how to potentially sell a business some day. Also, getting to know Mike and his ass...Read More
The Business Owner Academy was very helpful to me in learning more about how to potentially sell a business some day. Also, getting to know Mike and his associates gives me the comfort that their team would be a great partner for me if/when I need a sales and transition team. Well done and thank you!Read Less
The Fall 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.
Business Valuation Assessment and custom value driver assessments are included in the price of the course!
Download our spring course brochure: TBOTA Brochure Fall 2022
This multimedia training approach will include:
Avoid these pitfalls to successfully transition your business.
ll of these pitfalls are fairly common, although some owners are prone to fall into more pits than others. ll of these pitfalls are fairly common, although some owners are prone to fall into more pits than others.
"All of these pitfalls are fairly common, although some owners are prone to fall into more pits than others." To find out if you may be one of those owners, enter your information to read and download this paper now.
If these are important to you, and they should be, you need this course
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.
Mike Quinlan, CExP, CWS
Annika Cushnie, CExP, CFP
Nathan Corbitt, CExP, CPA, CFA, CFP
How to use this course
Welcome to The Business Owner Transition AcademyFREE PREVIEW
Custom Evaluation One - Exit Planning Assessment
Custom Evaluation Two - Business Valuation Assessment of Your BusinessFREE PREVIEW
The Exit Planning LandscapeFREE PREVIEW
3 Questions Every Business Owner Must AnswerFREE PREVIEW
State of Owner Readiness 2018 Georgia Report with comments
The Business Owner Transition PodcastFREE PREVIEW
Barriers to an ELITE exit and why businesses don's sellFREE PREVIEW
Chapter 2 Live session 1 introduction
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
Personal Planning For Business Owners - Live Replay
Personal Planning for Business Owners, A Total Balance Sheet Approach - Annika Cushnie, CFP - Presentation Slides
Business Valuation Concepts - Kevin Couillard, CVA - Presentation Slides
Business Valuation concepts - Live Replay
Exit and Valuation Assessment Review Meeting - Mike Quinlan, CExP and Mike DeWitt, CFA, CExP
Session One Quiz 1
Session one Survey
Custom Evaluation Three - Foundational Documents Assessment - Is Your Business Sellable?FREE PREVIEW
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 Lose Negotiating Leverage?
Live Class Session Two - Accounting Overview - "O" - Optimize Financial Statements - Jeff Saylor, CPA
Foundational Documents - What went wrong videoFREE PREVIEW
What Business Owners Are Missing - Chris Means
Funding your Buy-Sell Agreement with Insurance-Chris Means
Custom Evaluation Four - Management Team
Key Employee Incentive Planning
Executive Bonus Plans - Mike Quinlan and Chris Means, CLU
Custom Evaluation Five - Financial Controls And Processes
Cash Flow Versus Profitability - Will You Grow Yourself Out Of Business?
Institutionalize and Motive Management Presentation Slides- Mike Quinlan, CExP
Maximizing the Value of Your Company Through Persistent Forecasting Presentation Slides - John Coffin
Management, Profitability and Cash Flow Growth - Nathan Corbitt, CPA, CFA, CExP, CFP
Custom Evaluation Six - Sales Teams And Processes
Custom Evaluation Seven - Business Growth Planning And Strategy
Creating Effective Sales Teams - Jonathan Graviss
How To Build A Growth Strategy You Can Use Every Day Presentation Slides - Mike Quinlan, CExP
One-Page Strategic Plan Meeting - Mike Quinlan
Growth Through Acquisition
Business Owners and Aviators - Hazardous Attitudes Lead To Failed Decision Making
Successful Transfer of the Family Business
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
Wealth Transfer for Business Owners - Jason Cross, JD
Live Class Session Six - Preparing for the Proceeds, Transitioning From Entrepreneur To Investor - Mike DeWitt, CFA
Charitable Giving Strategies - Nathan Corbitt, CPA, CExP, CFP, CFA