Complete 16-Video Training Series
Everything you need to know about business succession planning, from valuation to tax strategies to family dynamics.
Module 1
2:56
Why Every Business Needs a Succession Plan
Understanding the stark reality that most businesses fail to survive ownership transitions, this lesson explores the critical importance of succession planning and the devastating consequences of failing to plan ahead.
Module 2
12:15
Business Valuation Fundamentals
Learn the 3 key methods to accurately value your business for succession planning.
Module 3
15:43
Tax Planning Strategies
Minimize tax liability with proven strategies used by Fortune 500 companies.
Module 4
11:28
Estate Planning Integration
How to seamlessly integrate business and personal estate planning for maximum benefit.
Module 5
9:56
Family vs. Third-Party Sales
Weighing the pros and cons of keeping it in the family versus external sales.
Module 6
13:07
Management Buyout Structures
How to structure management buyouts that work for everyone involved.
Module 7
10:34
Employee Stock Ownership Plans
The ESOP advantage: tax benefits and employee motivation in one strategy.
Module 8
14:22
Due Diligence Preparation
Get your business sale-ready with this comprehensive due diligence checklist.
Module 9
11:45
Negotiation Strategies
Advanced negotiation tactics to maximize your business sale price.
Module 10
16:18
Legal Documentation
Essential legal documents and clauses to protect your interests.
Module 11
8:49
Family Communication
How to have difficult conversations about succession with family members.
Module 12
12:33
Succession Timeline Planning
Create a realistic timeline for your succession that maximizes value.
Module 13
9:41
Risk Management
Identify and mitigate risks that could derail your succession plan.
Module 14
13:56
Financial Projections
Build financial models that support your succession planning decisions.
Module 15
11:12
Post-Sale Transition
What to expect after the sale and how to ensure a smooth transition.
Module 16
15:27
Advanced Case Studies
Real-world examples of successful (and failed) business succession plans.