The 4 Phases of Business:
Start-Up to Exit

FREE LIVE 4-Part Workshop Series
Next Workshop FREE: "Scaling and Saving"
Tuesday, October 7 | 4pm-6pm PT

Join CPA & attorney Mark J. Kohler for 4 LIVE two-hour workshops designed to help you confidently launch, systemize, grow, and exit a profitable business. Whether you’re just starting or scaling a side hustle, you’ll get expert tax and legal strategies, downloadable tools, and step-by-step guidance. This training would normally cost $800 — but it’s 100% FREE for a limited time.

Reserve Your Free Seat Now

Start Smart.
Grow Strategically.
Exit on Your Terms.

Join this free 4-part workshop series and learn how to build a business that thrives from Day 1 to Exit Day. What you'll walk away with:

(4) 2-hour live sessions with Mark J. Kohler
All Sessions will be recorded and replays will be available on demand

Schedule

One Business. Four Crucial Phases. Master Each One.

Phase 1: Start-Up & Structure
Recording Available On Demand NOW
Phase 2: Optimizing Operations
Recording Available On Demand NOW
Phase 3: Growing, Saving & Scaling
LIVE Tuesday, Oct 7
4pm - 6pm PT
Phase 4: Exit, Retirement & Legacy
LIVE Tuesday, Oct 21
4pm - 6pm PT

Note: Can't attend live? Register to get immediate access to all recordings.

Complete the form below to register for the next event or to watch on demand now.

The 4 Phases of Business Workshops

Phase 1
Start-Up & Structure

Explore new business ideas or launch a startup, while avoiding costly mistakes

Choosing the right business entity and state of formation
Structuring partnerships, raising capital, and funding options
Registering your business, licensing, and compliance requirements
Understanding startup tax write-offs, deductions, and sales tax rules
Setting up contracts, roles, and registered agent details
Building your team of professionals (attorney, CPA, advisor)

Watch Now

Phase 2
Optimizing Operations

Streamlining operations, systemizing, using contracts, and cutting taxes

Pay yourself & your family the right way
Keeping taxes down with basic and advanced write-offs
Essential contracts and asset protection structures every business needs
Tracking financials with KPIs and metrics that drive growth
Systemize operations for efficiency
Hiring, training, and systemizing for efficiency and scalability

Watch Now

Phase 3
Growing, Saving & Scaling

Scaling, developing people, and saving to investing your profits.

Reinvest profits without overexposing risk
Use retirement plans to save big on taxes
Real estate investing and self-directed retirement strategies
Structure partnerships & raise capital wisely
Next-level asset protection and estate planning tools
Scaling strategies, acquisitions, and managing growth with employees

Phase 4
Exit, Retirement & Legacy

Now it’s time to ‘Replace’ yourself. Plan your exit, protect your wealth, and create a lasting legacy.

Prepare your business for sale or succession
Minimize taxes on your exit
Stock vs. asset sales — key differences and tax consequences
Succession planning for family, employees, or third-party buyers
Wealth management strategies for retirement and legacy building
Estate planning essentials and practical strategies for leaving a legacy

Meet Your Instructor Mark J. Kohler

CPA • Attorney • Best-Selling Author • Entrepreneur
First and foremost - I am an Entrepreneur. I have owned over 15 businesses in my life from lemonade stands as a kid, to a janitorial business in college, an airline, health & dietary supplement distributer, a title company, rental estate development, and even a road kill clean up company in college!

The last 20 years I have built a law firm and accounting firm having over 10,000 consultations with other small business owners helping them in EVERY phase of business.

I'm also happily remarried to the love of my wife, Life Coach Patti Britt Kohler and we have 7 incredible children and split time between Phoenix and our ranch in the mountains of Utah.

I have SO MUCH to share with you in this work shop series that A.I. (artificial intelligence) can't duplicate.

550 k+

YouTube Subscribers
Educating entrepreneurs nationwide with tax, legal, and business strategy content.

590 +

Episodes strong, the Main Street Business Podcast is a go-to resource for entrepreneurs and tax-savvy professionals nationwide.

10 k+

Small Business Owners Helped Through workshops, books, certifications, and direct advisory support.

Featured In

Bestselling Author of 5 Powerful Books

Mark J. Kohler combines his expertise as a CPA and Attorney to simplify tax, wealth, and business strategies for everyday entrepreneurs. Whether you’re starting a business, growing your wealth, or navigating complex tax laws, his books are your guide to success.

"Mark’s workshop saved me thousands in tax planning — and gave me a roadmap to finally scale."

Laura R. CEO

"Had a great experience working with Mark’s team! 10/10 recommendation, worth every penny."

Jack V. Business Owner

"Mark and his team and the network has been amazing and invaluable. Thank you for the education and implementation."

Angelica H. CEO

"Mark is realistic, honest, and open about what is available and what will truly decrease tax liability. I am super pumped with the learning I've acquired. I feel quite blessed to be a part of this group, and want to make a difference in the lives of those I serve.”

Janet P. Small Business Owner

"The information has helped me make better business decisions. They are helping map out my business, financial, accounting, and tax strategies. They will provide valuable information."

John N. Business Owner

"One of the best decisions I’ve made to take my practice and service offerings to the next level. I truly feel this has equipped me with the tools and resources to serve my clients in entirely new ways and has elevated the overall impact we can make for our clients."

Mike H. Founder, Business Owner

FAQ

Questions & Answers

Who should attend?

Anybody that dreams of starting a business, or owns a business. I am convinced there are essentially 4 Phases in a businesses lifecycle...NOT a business owner's lifecycle...but the business lifecycle.

Please attend for the first 30min of the first workshop and if I don't wow you....well...I'll continue to work on my messaging and presentation.

I think you'll want to stay for the rest and not regret attending any session.

Is this just for new business owners?

This is for EVERY business owner! From those just conceiving their idea, to those trying to optimize operations, and those now scaling and business owners exiting to Private Equity or selling the business to their family. 4 Phases of Business. 4 Types of Business Owners. We ALL fall into one of these phases.

What if I can’t make it live?

Each session is recorded and you will be able to watch the prior sessions if you miss one or any of them!

Will this cost me anything?

All of the Workshop Sessions are free to anyone, but the benefit could literally be in the millions.

Is this a sales pitch?

There is no hard sales pitch for the real answers at a bootcamp or workshop. I have services you may want to utilize in our law firm, or other ancillary businesses, but there is no pressure to buy ANYTHING! You can see from my hundreds of hours on YouTube and iTunes that I give a tremendous amount of free education to the business community. Trust me...you won't regret registering and attending.