Exit planning software for small businesses, built for the wealth managers, SBDCs, and advisors who serve them. For advisors · Free course for owners

Free CourseFull Course

The foundation every business owner needs preparing for an exit.

Seven focused lessons on valuation, risk, timing, and deal mechanics. No account required.

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This Course Includes
30 minutes total
7 focused lessons
Audio for every lesson
Description

About this course.

Most business owners walk into the single biggest financial transaction of their lives without the structured preparation it deserves. The Free Course is built to close that gap: seven focused lessons covering the foundations of valuation, risk, timing, advisor roles, and deal mechanics. No jargon, no fluff, no fear.

This course was built with the Certified Exit Planning Advisor (CEPA) content and logic in mind, and developed in partnership with tax advisors, business attorneys, wealth managers, and business owners who have been through transactions themselves. Every lesson reflects what actually happens in real deals.

By the end, you will have a working vocabulary for the sale process, a realistic sense of how buyers evaluate your business, a clear view of the risks that sink deals, and an honest self-assessment of where you stand right now. You will walk into your first advisor meeting prepared, not scrambling.

This is the foundation. When you finish, the Full Course goes deeper on each topic, adds seven professional templates, and gives you personal advisor matching with Kekama directly.

Built on CEPA content

Developed using Certified Exit Planning Advisor logic, in partnership with tax advisors, business attorneys, wealth managers, and business owners.