Course curriculum

    1. Dashboard - Exit Planning

    2. Report Orientation - Exit Planning

    1. Goals - Exit Planning

    2. Value Gap - Exit Planning

    3. Wealth Gap - Exit Planning

    1. Business Questionnaires - Exit Planning

    2. Value Range - Exit Planning

    3. Action Plan - Exit Planning

    1. Personal Owner Questionnaires - Exit Planning

    2. Shareholder Exit Reports - Exit Planning

    1. Cover page & Branding Customization

    1. How to use this course

    2. Need more Training?

About this course

  • Free
  • 13 lessons
  • 2.5 hours of video content

Discover your potential, starting today

Enroll today