There will be a total of 9 virtual sessions.  The last session will be the proctored live exam.

• Pre-CBEC® Orientation: WED,JUL 16, 2025

Dates: WED, AUG 6 – WED, SEP 10, 2025
Location: Virtual (Zoom)
Session Times: Weekly; 3:30 p.m. – 5:00 p.m. ET

CBEC® Executive Bootcamp

• AUG 6: “Developing a Capital Markets Perspective” - How to understand and communicate current private capital market conditions.

• AUG 13: “Develop an Exit Planning Perspective when Engaging a Business Owner” - Assessing owner needs and goals, measuring readiness, and identifying any value gap.

• AUG 20: “Develop a Perspective on Valuation” - Understanding and applying valuation concepts to the exit planning process. While examining the range of values of a business.

• AUG 27:  “Develop a Perspective on External Transfers and Value Growth” - Gaining a comfort level with the business sale process.  Applying the external exit option strategies that align with owner goals while talking about how to increase the value of a transferable business.

• SEP 3: “Develop a Perspective on Internal Transfers” -   Understanding how and where internal transfers are the optimal exit option.  How to apply internal exit option strategies that align with owner goals.

• SEP 10: “Going to Market, Building Your Advisory Practice” - Exit Plan Delivery and Execution. Pro tips and best practices, including a practitioner panel discussion and question and answer session.

CBEC® Executive Review: Thu, SEP 18, 2025  10:00 a.m. - 4:00 a.m.

CBEC® Proctored Exam: Fri, SEP 19, 2025  10:00 a.m. - 2:00 p.m.