- Exclusively For Business Owners -
The Business Owners Playbook
Our organization exists to navigate business owners through the most consequential phases of their lives—so decades of work, wealth, and sacrifice aren’t undone.
A nationwide nonprofit 501(c) educational entity helping business owners target solutions for a successful transition, sale, or exit.
Our Firm Guides Your
Business Ownership Journey
The financial life of a successful business owner usually has multiple phases.
The initial phases involve strategic planning, careful stewardship, and effective long-term management of what you have created.
The later phases include maturing through transition and succession, culminating in a successful exit or a liquidity event.
Each phase has different goals. They have different emotional realities. They require different tools and specific strategies.
The early phases of your ownership journey are critical for optimizing wealth. You must build the right entity, secure the best talent, and implement tax-efficient tools to increase year-over-year profits.
- Tax Planning & Incentives
- Key Person / Executive Protection
- Financial Planning for Business Owners
- Longterm Exit Strategy Positioning
- Build Value, Multiples, and Wealth
The later phases prepare for the eventual succession or exit. Decisions made here are often irreversible. If you get the tax or deal structure wrong during a sale, you cannot fix it later. If you mismanage the valuation, that value is gone forever.
- Proper Valuation
- Choosing the Best Succession Plan
- Preparing for a Liquidity Event
- Mitigating Capital Gains
- Estate Planning
- Life After the Transition
The Business Owner's Playbook Includes Multiple Cornerstones
The Business Owner's Playbook integrates decisions across business, tax, legal, financial, and personal domains.
The Eight Cornerstones of the Business Owner's Playbook manages this process:
And it persists from the moment a transition begins to the decades that follow.
SCOPE™ Institute Currently Works with Business Owners in the Following Industries:
AGRICULTURE & FARMING
DISTRIBUTION
CONSUMER / ECOMMERCE
CONSTRUCTION AND SPECIALTY CONTRACTING
FOOD AND BEVERAGE
HEALTHCARE
BUSINESS SERVICES
TECH & DIGITAL
HOME SERVICES
REAL ESTATE
PROFESSIONAL SERVICES
LOGISTICS AND TRANSPORTATION
MANUFACTURING / INDUSTRIAL
OIL AND GAS
RETAIL SERVICES
TECHNOLOGY
We provide an entire faculty of disciplines spanning a wide range, tailored to your specific needs.
- A Family Office for Business Owners -
This is not general financial planning. It is enterprise navigation.
SCOPE™️ Institute provides an entire team of professional advisors across various disciplines to ensure your business journey is successful, from stewardship through transition.
Navigator is designed for individuals and families facing complex financial decisions where business value, taxes, and wealth planning intersect.
Navigator may not be appropriate for individuals seeking basic investment management or transactional financial advice.
Is SCOPE™ Institute the Right Fit?
SCOPE™ Institute is designed for business owners facing complex financial decisions where business value, taxes, and wealth planning intersect.
SCOPE™ Institute may not be appropriate for individuals seeking basic investment management or transactional financial advice.
SCOPE™ Institute's work has
been featured nationwide.
470 Publications
438
News Sites
44+ million
Readers
Locate Your Business Owner Strategist
SCOPE™ Institute provides national thought-leadership on topics related to business ownership, stewardship, and transition. Contact us today to locate a faculty member in your area.
Contact Us.
A nationwide nonprofit 501(c) educational entity helping business owners target solutions for a successful transition, sale, or exit.
Office: 800-474-1370
Hours: Monday - Friday 9am - 5pm EST