AEX 406 — Complete Advanced Exit Planning Blueprint is the capstone course in the Advanced Exit Planning school of Prestige Family Office University. This course trains advisors to move beyond individual planning techniques and become Managing Director-level coordinators of the entire exit planning process.
Students learn how to diagnose owner readiness, organize the exit planning data room, interpret valuation and value gap, compare transaction structures, integrate tax and estate planning, prepare the family for liquidity, manage pre-sale risk, design charitable and legacy strategies, and build a post-sale wealth architecture.
The course culminates in the creation of a complete Advanced Exit Planning Blueprint suitable for presentation to a business owner, advisory team, family leadership group, or Virtual Family Office.
George Brown PhD
Author
AEX 406 – Complete Advanced Exit Planning Blueprint
AEX 406 – Complete Advanced Exit Planning Blueprint – Payments
$219.00
per month for 4 total payments
New Section
AEX 406 — Lesson 1 The Managing Director’s Role in Advanced Exit Planning
Lesson 1 of 12 within section New Section.
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AEX 406 — Lesson 2 – Diagnosing the Owner’s Exit Readiness
Lesson 2 of 12 within section New Section.
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AEX 406 — Lesson 3 Building the Exit Planning Data Room
Lesson 3 of 12 within section New Section.
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AEX 406 — Lesson 4 – Valuation, Value Gap, and Transferability Analysis
Lesson 4 of 12 within section New Section.
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AEX 406 — Lesson 5 – Tax Modeling and Transaction Structure Integration
Lesson 5 of 12 within section New Section.
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AEX 406 — Lesson 6 = Constructing the Complete Exit Blueprint
Lesson 6 of 12 within section New Section.
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AEX 406 — Lesson 7 Family Governance Before the Exit Event
Lesson 7 of 12 within section New Section.
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AEX 406 — Lesson 8 – Risk Management and Deal Protection
Lesson 8 of 12 within section New Section.
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AEX 406 — Lesson 9 – Charitable and Legacy Design in the Exit Year
Lesson 9 of 12 within section New Section.
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AEX 406 — Lesson 10 – Post-Sale Wealth Architecture
Lesson 10 of 12 within section New Section.
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AEX 406 — Lesson 11 – Presenting the Blueprint to the Owner and Advisory Team
Lesson 11 of 12 within section New Section.
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AEX 406 — Lesson 12 – The CMD-AEP™ Capstone: The Complete Exit Blueprint
Lesson 12 of 12 within section New Section.
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