Foundations & Economics
Exit Strategies and Succession Planning
Plan business exits and succession transitions that preserve value, maintain continuity, and achieve personal financial objectives.
beginner6 hours3 tracks
Prerequisites
- •AOS001
Learning Tracks
Exit Types, Valuation Methods & Succession Basics
Build foundational understanding of Exit Strategies and Succession Planning
45 minbeginner
Exit Plan Execution, 1031 Exchanges & Sale Preparation
Practice Exit Strategies and Succession Planning through guided workflows and scenarios
60 minbeginner
Multi-Entity Exits, MBOs & Recapitalization Strategies
Handle complex scenarios and edge cases in Exit Strategies and Succession Planning
75 minbeginnerMembers Only