The Academy

The Academy Value to Business Owners

This information was created from the vantage point of a business owner looking to learn more about the process that they will go through when selling their business or transitioning the business to family or internal owners. As the result, much of the content is designed to help a business owner grow their business and improve their bottom-line profit and the overall value of their business. This is applicable even if the decision is not to sell the business. Sometimes after a business owner implements many of the suggested improvements to a business to prepare the business for sale, a better strategy than exiting is to keep the business and develop a fully capable management team to run the company.

In order to deliver this solution, The Exit Architect® Academy has created a variety of tools to educate the business owner and help them make important decisions on which is the best strategy for them. Each member is supported by our trained Exit Planning Guides.

These tools include:

• Over 130 courses in Exit Planning, Value Enhancement, Estate Planning, Wealth Management, Tax Minimization, How to Sell Your Business, How to Transition Ownership of Your Business, and Key Concepts on How to Create a Well-Managed Business.
• Over 80 videos produced by The ValueBuilder System™ and The Exit Architect® specifically on Exit Planning and Wealth Management Topics.
• Active fillable worksheets that help measure the readiness of the business and owner to exit, calculate your Net Worth and EBITDA, and calculate the Return on Your Investment in Business Growth Initiatives and Exit Planning.
• A link to complete a questionnaire and receive a comprehensive report on the value of your business and how that valuation is determined by your self-evaluation on your business in eight proven value driver areas.
• Courses in each of the eight value drivers to help you improve the value of your business.
• A variety of surveys and questionnaires designed to help you document key exit planning strategies for your business and create action plans to grow your business, enhance the value of your business, and prepare your company for exit.
• Capability to privately document your notes as you go through the courses in the Academy.
• Capability to upload files related to exit planning and the courses in the Academy for later reference.

Value to Professional Service Providers

Professional Service Providers (PSP) who provide services to business owners can offer the information in The Exit Architect® Academy as important value-added service that they can offer to their business owner clients.

It is important to realized that there are several benefits from this value-added service:

• Provides valuable information to your business owner clients in an organized and comprehensive platform to help them make key decisions regarding the future of their business.
• Allows you to focus on the key services that you provide.
• Helps build your relationship with the business owner as a trusted advisor.
• Helps the business owner increase the value of their business and move along the process for selling their business.
• Provides increase profitability for the business to fund your services.

The following is a list of Professional Service Providers where offering this value-added service might be appropriate:

• Financial Planners
• Wealth Manager
• Business Brokers
• M&A Intermediaries
• Business Attorneys
• Accounting Firms
• Insurance Brokers
• Business Advisory Firms

In general, there are three ways in which we can help a PSP implement this service.

• Offered in the standard Exit Architect® Academy format as a benefit to your clients.
• Privately branded with the content from The Exit Architect® Academy.
• Privately branded with the content from The Exit Architect® Academy with additional custom content surrounding the current services that you provide.