Day 1: Operations

Welcome to your training website! On this page you will find training videos and resources to help you better understand the process of your work.

Video #1 – About us (1 min 20 sec)

Learn about how Exit Plan Pro and what we do and offer.

Video #2 –  Background of the Business (4 min 26 sec)

Learn about how Exit Plan Pro got started and the background behind our CEO Ramon Navarro. Learn what we do and why it is important.

Video #3 –  Why we are important to businesses (3 min 40 sec)

Learn about why it is so difficult for startups and small businesses to find funding and why they need the solutions that you are providing.

Video #4 –  Consulting Services (1 min 43 sec)

Learn about how our consulting services help our clients get funded.

Video #5- Types of Loans (36 sec)

Learn about the various loan products we offer at Exit Plan Pro.

Video #6- Introduction To Loan Products (9 min 31 sec)

This video introduces the various loan products we offer at Exit Plan Pro.

Learn about licensing requirements to offer the various loan products we offer at Exit Plan Pro.

Video #8- What is financial engineering (1 min 01 sec)

CEO, Ramon Navarro explains the concept of financial engineering

Video #9- Qualification & Benefit Review (1 min 59 sec)

CEO, Ramon Navarro explains why is it so difficult for businesses to get loans and how our syndicated loan compares.

Video #10- The Next-Steps Page Overview (6 min 16 sec)

CEO, Ramon Navarro gives a complete overview of the Next-Steps website page.

Video #11- The Customer Service Agreement (10 min 11 sec)

CEO, Ramon Navarro gives a complete overview of the Next-Steps website page.

Video #12- The Process of the Syndication Loan Process (6 min 19 sec)

CEO, Ramon Navarro gives an overview of the syndicated loan process

Video #13- Who’s Who In The Syndicated Loan Process (57 sec)

CEO, who are the players in the syndicated loan process.

Video #14- Reading A Terms Sheet (6 min 37 sec)

CEO, Ramon Navarro reviews a term sheet and what everything means.

Video #15- The Next-Steps Page Overview (1 min 28 sec)

Our crowdfunding services and how we can use them to help get our clients funded.

Video #16- How we help customers sell their business (3 min 25 sec)

CEO, Ramon Navarro explains how selling a business helps your client and makes you money.

Video #17- Your Why & Goal Setting (4 min 57 sec)

CEO, Ramon Navarro talks about the importance of goal setting and discovering your WHY!

Video #18- Doing Your Daily Operations (1 min 54 sec)

CEO, Ramon Navarro talks about the importance of keeping a routine and doing your daily operations in order to reach your goals.

Video #19- Resources On Our Website (6 min 16 sec)

CEO, Ramon Navarro talks about the resources found in our website and how you can use them to make it easier for you and your client.

Operations Training Completed!

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