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We help business owners in San Diego plan their businesses' successful transition, sale, and exit. 

Senior Businessman

Transition your business on your terms when it is right for you and your business.

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Create a plan and a strategy that yields the best outcomes for your business.

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Understand the multiple ways to exit your business successfully.

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Build your 
professional team of exit planning experts.

We understand that few things are more important than the eventual transition of your life's work. 

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RESEARCH  AVAILABLE UPON REQUEST AT SCOPE™

Mature Businessman

Only 2 out of 10 businesses will sell because of misguided assumptions about exit planning and selling their businesses. Many business owners do not have an exit plan, are unaware of exit strategies, and, most importantly, have not started the process even though it usually takes years to plan successfully.

Exiting your business is a major life event. After all, you probably plan well in advance for many of the important events in your life, and few are more important than the eventual transition of your life’s work. 

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You may not be ready to sell or transition your business today; most people aren’t. However, there may come a day when you’ll want to explore your options. When the day comes, you might be ready, but will your business be ready?

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The SCOPE™ Institute's Work With Business Owners Has Been Featured In Media & Publications Nationwide

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Order Your Strategic Exit Book Today!

A Business Owners Guide to Planning, Selling and Transitioning your Business.

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SCOPE™ Actively Educates Business Owners 

In The Following Industries:

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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

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A nationwide nonprofit 501(c) educational entity helping business owners target solutions for a successful transition, sale, or exit.

Local and National Exit Planning Experts to

Help You Finish Strong!

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Competent, Intelligent, and Caring Advice.

Grey Brick Wall

The SCOPE™ Institute - Orange County Faculty

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Marianne Ehelrs, CEPA

Certified Exit Planning Advisor 

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Jenny Tran

M&A Attorney

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TBA

Certified Public Accountant

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Catherine Douglas

Commercial Real Estate

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Stuart Greenberg

Accountant & M&A Advisor

Contact us

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