Please watch this one-minute video prior to Step One and Step Two
Please watch this one-minute video prior to Step One and Step Two
Please watch this one-minute video prior to Step One and Step Two
THE SCOPE™ INSTITUTE | 800-474-1370
The SCOPE™ Institute is a US-based Nonprofit 501(c) Educational Entity
We Are Targeting A National Systemic Problem:
Business Owners Are Failing to Successfully
Transition Their Life's Work.
As business owners attempt to exit their businesses over the next ten years, only 20% will ever sell.
SCOPE™ Institute provides guidance, consulting, and produces educational events for business owners throughout the nation.
PHOTO FROM LIVE EVENT AT FERRARI IN NEW YORK
How Do We Mitigate the Problem?
Successful exits result from key strategies applied throughout the ownership journey, not just at the exit event.
Maximizing your exit requires key decisions throughout your ownership journey that shape your enterprise's overall value.
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.
Fitting all the pieces together creates undeniable security and legacy wealth for you and your family.
It is never one thing that creates wealth for a business owner, but rather the sum total of smart decisions across multiple disciplines.
As Stephen Covey famously put it, "Begin with the end in mind"
Only 2 out of 10 businesses sell due to misguided assumptions about exit planning and the process. If you could assuredly follow a proven path that builds value and multiples, would you?
Exiting your business is a major life event, and few are more important than the eventual transition of your life’s work.
You only get one chance to get this right.
You may not be ready to sell or transition your business today; most people aren’t. However, the exit planning process starts years in advance, where decisions today impact value tomorrow. When the day comes, you might be ready, but will your business be ready?
The SCOPE™ Institute is a national consortium of professional thought-leaders across multiple disciplines, including business, tax, legal, financial, and personal areas that protect and create wealth.
A nationwide nonprofit 501(c) educational entity helping business owners target solutions for a successful transition, sale, or exit.
"Although we are transitioning the business to our employees, SCOPE™ helped us understand the various ways to make this happen successfully, and that happened in our first meeting. Their ability to prepare us has been invaluable."
Pam Walker
Business Owner
"SCOPE™ helped us understand the critical time required to prepare a detailed plan to exit our business properly. Adopting a plan and process has already added value to our bottom line as we plan to sell in 2028."
Kevin Mitchell
Business Owner
"SCOPE™ helped me put together our transition team, aligning us with various top professional
disciplines to ensure the successful transition of our business. Having a team of experts has already proven tremendous value and experience to our plan."
Tess Andersen
Business Owner
"I've sold five businesses in my career, and the information and education provided free by SCOPE™ would have been extraordinarily valuable to me had I known. Any business owner will benefit from their education and instruction."
Ted Patterson
Business Owner
The SCOPE™ Institute's Work With Business Owners Has Been Featured In Media & Publications Nationwide
SCOPE™ Actively Educates Business Owners
In The Following Industries:
AGRICULTURE
DISTRIBUTION
CONSUMER / ECOMMERCE
CONSTRUCTION AND SPECIALTY CONTRACTING
FOOD AND BEVERAGE
HEALTHCARE
BUSINESS SERVICES
PROFESSIONAL SERVICES
LOGISTICS AND TRANSPORTATION
MANUFACTURING / INDUSTRIAL
OIL AND GAS
TECHNOLOGY
470 Publications
438
News Sites
44+ million
Readers
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.
In business and planning, it is competency and experience that influence successful outcomes.
View excerpts from 2025-26 webinars and our national thought leadership on how to transition, sell, or exit your business successfully.
(16-minute video)
Engage with SCOPE™ Institute in various ways.
Contact SCOPE™ Institute
Or call 800-474-1370
The SCOPE™ Institute is a non-profit 501(c) educational institution that provides exit planning courses and events nationwide, helping business owners target solutions and prepare for a successful transition, sale, or exit. Our national faculty of instructors are licensed and trained professionals with a minimum of 20 years of real-world experience in their field. It's important to note that SCOPE™ courses do not promote or endorse specific products or companies; no selling or self-promotion is allowed. This ensures that business owners who attend SCOPE™ events are immersed in a genuinely informational and life-changing professional experience, free from any commercial bias, while making one of life's most important decisions: exiting your business.