Exit Readiness Academy by Pat Ennis

Exit Readiness Academy

A concise video crash course for busy owners.

Get access for $99

Overview

⭐  BEST PLACE TO START  ⭐  

This is a crash course on what you should know now about planning for your inevitable exit.

If you are a baby boomer business owner and you don't have a thoroughly written exit plan yet, then you are likely putting everything you've built at risk. Even if you think you are 20+ years from transitioning your business, the truth remains: putting a strategic plan in place now is one of the most important things you can do to build the value of your business and reach your post-exit goals.

Our video crash course explains everything you need to know: the why, the what, the how, the who, and the when. It's developed by industry experts and designed for busy business owners. Investing in a few hours to take this course and applying the simple next steps could easily enable you to:
  • Regain lost business value (thousands, even millions)
  • Avoid failed expectations and heartache when you exit
  • Achieve your most important post-exit goals
  • Transition your business on your own terms and conditions
  • Save countless hours by involving the right people

To accomplish these things, you need to start educating yourself now, especially if you may be within 20 years of transitioning your business. Your family, employees, vendors, community, and legacy will all rely on the successful transition of your business. A lot is at stake here and you can't afford to wait until "next year".


If you wait to plan until you're ready to exit, then your business won't be ready when you are.


This crash course will help you avoid common mistakes, and put the right mechanisms in place to ensure a more successful and responsible exit for when the time comes.

Invest in the future of your business and your life after your business. Invest in educating yourself now to start running your business with the end in mind. Take this crash course, apply the concepts quickly, and watch your business help secure your future.



What You'll Get

Each video has a unique, laid-back style that resembles a Skype presentation with an expert on the topic. We've kept our videos short and sweet, giving you the most relevant information.

By the end, you'll come away with:
  • Clear definitions
  • A simple process
  • Specific next steps
  • Business owner stories
  • Helpful worksheets and handouts
  • Unlimited access, forever

What's included?

Video Icon 24 videos File Icon 3 files Text Icon 1 text file

Contents

ERA 101: Learn the Process
1. Why does this course exist?
3 mins
2. How will this course benefit me?
2 mins
3. What are misconceptions about exit planning?
2 mins
4. What is exit planning?
2 mins
5. Why is exit planning so important?
6 mins
6. Who needs an exit plan?
3 mins
7. What is the general process for exit planning?
3 mins
8. PHASE ONE: Discovery
8 mins
9. PHASE TWO: Design
8 mins
10. PHASE THREE: Implementation
7 mins
11. How should I apply this knowledge?
2 mins
12. What should I do this week if I'm less 10yrs out?
4 mins
13. What should I do this week if I'm more than 10yrs out?
8 mins
10 Questions For Business Owners
337 KB
ERA 201: Secure the Key Ingredients
Introduction to Key Ingredients
2 mins
Key Ingredients
24 mins
ERA 202: Ensure an Effective Business Valuation
Business Valuation
25 mins
ERA 301: Explore the Exit Routes
Introduction to Exit Routes
3 mins
1. Sale to Co-Owners-Key Employees
11 mins
2. Sale to a Third Party
12 mins
3. Transfer of Ownership to Family Member(s)
7 mins
4. Sale to an Employee Stock Ownership Plan (ESOP)
9 mins
5. Retain Passive Ownership
5 mins
6. Liquidation
7 mins
Next Steps
5 mins
Helpful Assessment Worksheets
393 KB
Additional Info
Team Bios
Disclaimer

Plan Your Exit So You Exit Successfully On Your Own Terms And Conditions.

Pat Ennis is a Certified Exit Planner (CExP®), Certified Financial Planner (CFP®) and Chartered Advisor of Philanthropy (CAP®). Through Exit Readiness, he equips business owners now for a great exit through personal coaching and exclusive content.