This class was created by Brainscape user Jason Trefanenko. Visit their profile to learn more about the creator.
By:
Jason Trefanenko
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Decks in this class (18)
Section 3: Exit Planning Reinvented
Of owners who agree that having a...,
Of owners who have no plan,
Exit planning is
10
cards
Section 4A: The need for exit planning
A successful exit strategy has th...,
Exit planning is,
Exit planning combines what
24
cards
Section 4B: Overview of the exit planning process
Value acceleration,
4 core concepts,
A successful exit strategy has th...
15
cards
Section 5: Financial planning for business owners
0
cards
Section 6: Advanced estate planning concepts
Ilit,
Idgt,
Grat
7
cards
Section 7: Integrating charitable intent with business exit planning
What of entrepreneurs donate mone...,
What of their company profits ent...,
What of entrepreneurs did not wai...
6
cards
Section 8: Introduction to value enhancement
0
cards
Section 9: Exit planning deliverables
What is a deliverable,
Deliverable gate 1,
Deliverable gate 2
21
cards
Section 10: Basics of business valuation
What are three principal approach...,
What are various purposes of the ...,
Determining transaction price
14
cards
Section 11: ESOPs as an exit strategy
Most common application of an esop,
Additional applications of an esop,
What goals can an esop help owner...
3
cards
Section 12: Goals and objectives
Relentless execution,
Vision purpose,
Brand statement
6
cards
Section 13: Creating action plans
Create action plans,
Integrating actions plans,
Sort and categorize
7
cards
Section 14: Delivering action plans
What is relentless execution,
Delivering action plans,
Rhythm
6
cards
Section 15: Exit options analysis
What are the two general categori...,
Define the inside ownership trans...,
Define the outside ownership tran...
11
cards
Section 16: Understanding private equity
What one decision does the peg make,
Do lps dictate what the peg inves...,
What valuation method do pegs prefer
9
cards
Section 17: 3rd party sales and the M&A process
What is the main difference betwe...,
Name the four types of buyers,
Name four advisors that are typic...
4
cards
Section 18: Family Transitions
What are the 8 common money arche...,
Emotional pitfalls
2
cards
Chapter 19: Importance of teams
What are the core elements of a t...,
What should be the core organizin...,
How can you address challenges ea...
6
cards
More about
CEPA
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