AEX 405 — Advisor Leadership, Influence & Organizational Stewardship

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Focused on preparing high-level advisors and Managing Directors to lead teams, influence stakeholders, serve as orchestrators, and build advisor ecosystems. Includes biblical leadership

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Course Instructor

George Brown PhD George Brown PhD Author
 

AEX 405 – Advisor Leadership, Influence & Organizational Stewardship

$795.00
1 year of access
Enroll Now
 

AEX 405 – Advisor Leadership, Influence & Organizational Stewardship – Payments

$219.00
per month for 4 total payments
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New Section

AEX 405 — Lesson 1 – Foundations of Exit Strategy & Liquidity Planning
Lesson 1 of 12 within section New Section. You must enroll in this course to access course content.
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AEX 405 — Lesson 2 – Pre-Sale Entity Restructuring
Lesson 2 of 12 within section New Section. You must enroll in this course to access course content.
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AEX 405 — Lesson 3 – Stock Sale vs. Asset Sale Taxation Models
Lesson 3 of 12 within section New Section. You must enroll in this course to access course content.
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AEX 405 — Lesson 4 QSBS, Installment Sales & Advanced Exclusion Techniques
Lesson 4 of 12 within section New Section. You must enroll in this course to access course content.
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AEX 405 — Lesson 5 – Opportunity Zones, 1031 Exchanges & Deferral Pathways
Lesson 5 of 12 within section New Section. You must enroll in this course to access course content.
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AEX 405 — Lesson 6 – Trust-Based Exit Planning & Pre-Sale Gifting Strategies
Lesson 6 of 12 within section New Section. You must enroll in this course to access course content.
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AEX 405 — Lesson 7 – Charitable Planning for Exit Years
Lesson 7 of 12 within section New Section. You must enroll in this course to access course content.
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AEX 405 — Lesson 8 – Compensation, Retention & Succession Tax Strategy
Lesson 8 of 12 within section New Section. You must enroll in this course to access course content.
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AEX 405 — Lesson 9 – Valuation Deep Dive: Preparing for Buyers & the IRS
Lesson 9 of 12 within section New Section. You must enroll in this course to access course content.
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AEX 405 — Lesson 10 – Integrating Sale Proceeds into the Family Enterprise
Lesson 10 of 12 within section New Section. You must enroll in this course to access course content.
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AEX 405 — Lesson 11 – Post-Sale Risk Management & Compliance Discipline
Lesson 11 of 12 within section New Section. You must enroll in this course to access course content.
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AEX 405 — Lesson 12 – The Managing Director’s Complete Exit Blueprint
Lesson 12 of 12 within section New Section. You must enroll in this course to access course content.
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