

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

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

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

Understand the multiple ways to exit your business successfully.

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.

RESEARCH AVAILABLE UPON REQUEST AT SCOPE™

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.


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?
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

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!

Competent, Intelligent, and Caring Advice.

The SCOPE™ Institute - San Diego Faculty

Larry Manual, CFP
Certified Business Exit Consultant

Jenny Tran
M&A Attorney


Bill Super, CPA
Certified Public Accountant
Peter Falk
Wealth Advisor

Glenn Arnold
Commercial Real Estate

M&A Advisor
