SCOPE™ Institute - Nebraska
402-274-9185
- 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.
Richard W. Warner, RICP® - CEPA®
The financial life of a successful business owner usually has two major chapters.
The first chapter is the stewardship and the long-term management of what you built.
The second chapter is the transition. This is the buildup to an exit or a liquidity event.
These two chapters have different goals. They have different emotional realities. They require different tools and specific strategies.
Chapter One: Wealth Creation
Your Ownership Journey is 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
Chapter Two: Wealth Accumulation & Protection (Transition, Sale, 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 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.
Meet Your Nebraska Business Owner Advisor
SCOPE™ Institute Director of Education - Nebraska
Richard W. Warner, RICP® - CEPA®
Richard Warner has been in private practice in Nebraska for over 24 years and was chosen from more than 52 professionals across Nebraska to join the SCOPE™ Institute. He is a Certified Exit Planning Advisor (CEPA), a credential that indicates expertise in helping privately owned business owners with exit planning and strategy. This program uses a proprietary planning process that applies to any financial analyst advising business owners.
Business Owner
Since 2008, Richard has owned his own business and built a successful financial planning firm, Warner Financial in Auburn, NB.
Community Leader
Since 2008, Richard has served as a volunteer coach at the youth, high school, and legion baseball levels in Auburn.
Professional Advisor
Retirement Income Certified Professional®, Investment Adviser Representative, and Certified Exit Planning Advisor CEPA®
Strategic Exit helps business owners discover successful strategies for exiting their businesses. It covers both internal and external options for transitioning one's life's work to family, employees, competition, or private equity.
Strategic Exit is a must-read guide for helping business owners prepare their businesses for transition, sale, or exit.
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.
You Built Something Significant.
Now Protect It Intentionally.
The greatest risk to wealth accumulation and protection is not implementing planning that aligns with your specific business owner's journey.
SCOPE™ Institute's work has
been featured nationwide.
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Contact Us.
Richard Warner has been in private practice in Nebraska for over 24 years and is a faculty member of the SCOPE™ Institute, a national 501(c) educational entity.
Office: 402-274-9185
Hours: Monday - Friday 9am - 5pm EST
SCOPE™ Institute - Nebraska
1919 J St.
Auburn, NE 68305
SCOPE™ Institute National
800-474-1370