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Executive Certificate Program in Business Transition Planning
Description Program Fee & Registration Agenda Faculty

This course is a series of eight work sessions which are highly interactive and designed to focus you on a successful business transition.  As the single most critical event in the life of a private company, the business transition is a high risk, high reward, liquidity event – this program will help you understand how to make it successful. 

Work Session 1a -- Exit Planning Overview and Identifying Owners Exit Objectives

  • Overview of Exit Planning
  • Understanding the Importance of Quantifying Exit Objectives
  • Understanding Your Exit Preparedness Exercise, Exit Planning Workbook

Work Session 1b  -- Identifying Business and Personal Resources

  • Quantify Personal Financial Resources
  • Quantify Business Value
  • Identifying the GAP Between Resources and Objectives

 Work Session 2a - Building and Preserving Business Value

  • Maximizing Value via Value Drivers
  • Protecting Value
  • The Importance of Taxes

Work Session 3 - Selling Your Company to a Third Party

  • Understanding the Mergers & Acquisition Market
  • Preparing the Company for Sale
  • The Sale Process
  • Documentation and Closing

 Work Session 4 - Transferring your Ownership to Insiders

  • Transferring/Selling a Business to Key Employees
  • Transferring/Selling a Business to Children
  • Selling to an ESOP
  • Modeling Cash Flow
  • Legal Documents

 Work Session 5a  -- Ensuring Business Continuity

  • Business Continuity Planning
  • The importance of Buy – Sell Agreements

Work Session 5b  -- Personal Wealth & Estate Planning Steps

  • Family Business Planning
  • Estate and Wealth Planning

Work Session 5c  – What will Your Future Look Like?

  • Review Results of Exit Planning Workbook
  • Analysis of Your Preparedness for the Biggest Financial Event of Your Life
  • Implementation of Your Plan

Course Dates

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Center for Professional Education
Wright State University
3640 Colonel Glenn Hwy.
Dayton, OH 45435-0001

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