95% of American Businesses are Family-Owned

72% have NO Succession Plan

Take Advantage of the Opportunity!

Differentiate Your Practice with Specialized Expertise

Interested for Your Team of Advisors?

Get started today to change the advisory conversation with business owners.
Corporate and volume discounts available.

Curriculum Details

The curriculum consists of online modules available 24/7. 

Technical Expertise

Business Valuation
  • Key topics include:
    • WHY business valuations are needed by businesses on a regular basis
    • WHO is properly equipped to perform the process of business valuation
    • WHAT METHODS are used to calculate or determine business values:
      • The Asset-Based Approach
      • The Income Approach
      • The Market Approach
      • Hybrid Formulas
    • WHAT FACTORS influence the valuation of a business:
      • IRS Business Valuation Guidelines
      • Adjustments to Asset-Based and Income Approach Calculations
      • Discounts to Business Value
  • Continuing Education Credits
    • CFP 1.0 hour
Business Continuation Planning
  • Key topics include:
    • The types of risks that threaten business continuity
    • The Business Continuation Plan
    • Types of Buy-Sell Agreements
    • Key elements of Buy-Sell Agreements
    • Methods for identifying the transaction price in a Buy-Sell Agreement
    • Funding strategies for the Business Continuation Plan
    • Specific strategies for planning for The Four D’s
  • Continuing Education Credits
    • CFP 1.0 hour
Business Succession Planning
  • Key topics include:
    • Identification and grooming of successors
    • How different business structures impact the available succession options
    • The primary succession concerns of the business owner
    • The options available for transferring a business interest and considerations for each
    • Specific transfer techniques, which include:
      • Buy-Sell Agreements
      • Installment Sales and Self-Cancelling Installment Notes
      • Private Annuities
      • Stock and Asset Sales
      • Bargain Sales
      • Family Limited Partnerships
      • Recapitalizations
      • Grantor-Retained Annuity Trusts
      • Intentionally Defective Grantor Trusts
      • Tax-Free Exchanges
      • Leveraged Buyouts
      • Use of Employee Stock Ownership Plans
      • Use of Stock Bonus Plans
      • Public Sales
    • Planning for retirement income
    • Estate considerations associated with various transfer techniques
  • Continuing Education Credits
    • CFP 1.5 hours
Executive Compensation Strategies for Closely Held Business Owners
  • Key topics include:
    • Qualified Retirement Plans
    • Nonqualified Deferred Compensation Plan
    • Income Tax Minimization
  • Key plans include:
    • Personal Defined Benefit Plans
    • Fully Insured Defined Benefit Plans
    • Cash Balance Plans
    • Personal 401(k) Plans
    • Profit Sharing Plans
    • Employee Stock Ownership Plans
    • More Money to the Owner – Cross-Tested and Age-Weighted Plans
    • Nonqualified Deferred Compensation
  • Each plan structured by:
    • Definition – What is it?
    • Application – Which clients would benefit from the plan?
    • How does the plan work?
    • Tax implication summary
    • Advantages and disadvantages of the plan
  • Continuing Education Credits
    • CFP Hours: 1.5
Miscellaneous Employee Benefit Plans and Fringe Benefits
  • Key topics include:
    • Cafeteria Plans
    • Flexible Spending Accounts
    • Voluntary Employee Benefit Associations
    • Group Life, Health and Disability Plans
    • Workers Compensation
    • Unemployment Compensation
    • Dependent Care Assistance Plans
    • Education Assistance Plans
    • Adoption Assistance Plans
    • Stock Option Plans
    • Bonus Plans
    • Fringe Benefits
    • Golden Parachute Plans
    • Legal Assistance Plans

Application Engagement

The Business Owner Conversation
  • This series of video-based vignettes addresses how advisors can translate the specific knowledge gained in the coursework they have completed into the specific conversations that help advisors identify needs of business owner clients and prospects.

Execution Tools

Referral Partner Presentation
  • The Partner Presentation is designed to help advisors work directly with referral partners in defining the key issues addressed with clients as it relates to the key wealth management issues business owners face.
Internal Communication Templates
  • The Internal Communication templates are designed to help advisors communicate directly with referral partners.
  • Templates can be used to consistently communicate success stories internally to referral partners on specific deals where you have delivered unique value to clients.
  • Templates are designed to address not only the key elements of the success story, but also provide a structure for communicating to the referral partners how to identify and engage their clients.
Lead Development Seminar
  • The Lead Development seminar is designed to help advisors engage business owners in the local community.
  • Includes a 30-45 minute seminar presentation
  • Allows you to differentiate you/your team within the Business Owner market
  • Helps drive more prospecting and sales opportunities

5.0 Hours of CFP® Continuing Education

You can complete the program at your own pace with unlimited access to all content.

Engaging Content

Through a blend of videos, interactive experiences and practical exercises, the program will not only keep you engaged, but will also show you how to apply the key skills into your advisory practice.

Industry-Leading Author

Greene Consulting is a leader in professional development for advisors in the asset management and wealth management industry.  Since 1979, Greene Consulting has provided the most robust professional development for advisors of any firm in the industry – including a library of over 135 online courses, designation programs and certificate programs, as well as countless programs delivered to the leading financial services organizations in the industry.

Other Specialized & Certificate Programs available:

Interested for Your Team of Advisors?

Get started today to change the advisory conversation with business owners.
Corporate and volume discounts available.

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