- Exclusively For Business Owners -
The Business Owners Playbook
Our organization exists to navigate business owners through the most consequential transition of their lives—so decades of work, wealth, and sacrifice aren’t undone.​
Terry DuPont, CRPS, CWPP, CPhD
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.
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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 Business Owner's Playbook Includes Multiple Cornerstones
The Business Owner's Playbook integrates decisions across business, tax, legal, financial, and personal domains.
Meet Your Indiana Business Owner Advisor
SCOPE™ Institute Director of Education - Northern Indiana
Terry DuPont, CRPS, CWPP, CPhD
Terry DuPont has been in private practice for over 45 years and was selected from more than 35 professionals across Indiana to join the SCOPE™ Institute. He has advanced expertise in helping privately owned business owners transition, exit, and sell their businesses. As a longtime business owner himself, he brings deep knowledge of business ownership and the disciplines of operating a business, including asset protection, business structure, financial planning, tax planning, and tax mitigation in a liquidity event.
Business Owner
Since 1976, Terry has owned his own business and built a successful financial planning firm, DuPont Advisory Group, in Northern Indiana. He has also founded multiple start-up organizations.
Educator
Terry has invested decades in helping people understand how to mitigate risk, protect assets, and safeguard wealth. His work with business owners helps them to understand the successful methodology for exiting and selling a business.
Professional Advisor
Terry is a Chartered Retirement Plans Specialist, Certified Wealth Preservation Planner, and Certified Philanthropic Developer. He is also the founder of Blue Ocean Consulting, an advanced strategic planning firm.
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.
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Request Complimentary E-book
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SCOPE™ Institute Currently Works with Business Owners in the Following Industries:
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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
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We provide an entire faculty of disciplines spanning a wide range, tailored to your specific needs.
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- A Family Office for Business Owners -
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This is not general financial planning. It is enterprise navigation.
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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
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Contact Us.
Terry DuPont has been in private practice for over 45 years and was selected from more than 35 professionals across Indiana to join the SCOPE™ Institute.
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SCOPE™ Institute National
800-474-1370
Office: 800-234-4452
Ext:3
SCOPE™ Institute - Northern Indiana Offices:
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523 South Buffalo Street, Warsaw, IN
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1690 Broadway, Bldg 19, Suite 10, Fort Wayne, IN
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8520 Allison Point Blvd., Suite 220, Indianapolis, IN
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