Learn
Self-Paced Education
Not ready to take the leap yet?
Start by getting educated.
Whether you are a business owner trying to understand your options or an aspiring buyer building the knowledge to act with confidence, our self-paced courses give you the foundation to make the most important financial decision of your life from a position of strength.
These courses are for people who want to go deeper before committing to a full advisory engagement. When you are ready to work with our team directly, everything you learn here will make that engagement more effective.
For Business Owners
Exit Planning
Foundations
Everything a business owner needs to understand about exits, before they are in the middle of one. This course teaches you how to think about your business as a transferable asset, what buyers actually look for, and how to position yourself for the outcome you want.
What You Will Learn
✦How buyers value your business
EBITDA, SDE, multiples, and what drives your number up or down before you ever go to market.
✦The five drivers of transferable value
Human capital, structural capital, customer capital, social capital, and how to build each one before your exit.
✦Deal structures and what they mean for you
Asset sales vs. stock sales, seller financing, earnouts, and how each affects your tax bill and your risk exposure.
✦Legacy planning basics
How to think about what you want your exit to mean, beyond the transaction, before you are in the room negotiating it.
✦The advisor team you actually need
Who should be in your corner, what each advisor does, and how to avoid the gaps that cost owners millions.
Format
Self-paced video modules
Length
6 modules, approx. 4 hours
Includes
Workbooks and templates
Access
12 months from purchase
$497
One-time payment.
Full refund within 14 days if not satisfied.
For Aspiring Owners
Acquisition
Essentials
The complete foundation for anyone considering buying a business for the first time. This course walks you through exactly how acquisitions work, from sourcing deals to closing, and helps you assess whether you are ready to pursue one.
What You Will Learn
✦Why buying beats starting from scratch
The real numbers behind acquisition vs. startup, cash flow, survival rates, and how the wealth builds differently.
✦How to find the right business
Deal sourcing strategies, how to work with brokers, and how to define your acquisition criteria before you start looking.
✦Reading financial statements like a buyer
How to spot what sellers hide, normalize owner compensation, and understand what EBITDA and SDE actually mean for your wallet.
✦Building your capital stack
SBA loans, seller financing, ROBS, and CDFIs, how to combine them and how much you actually need to get started.
✦Due diligence and closing mechanics
What to look for, what red flags to walk away from, and what happens between LOI and closing day.
Format
Self-paced video modules
Length
8 modules, approx. 5 hours
Includes
Templates, deal checklist, capital calculator
Access
12 months from purchase
$597
One-time payment.
Full refund within 14 days if not satisfied.