🎓 Course: Risk Management for Combined Strategies

Track: FSBO → Integration Courses
Level: Advanced
Value Pricing: Regular $497 | Sale $597
Format: Video lessons, contract templates, case studies, and a risk-mapping workbook

📘 Course Description

When you combine strategies — like Subject-To, FSBO, wraps, lease-options, or assignments — the rewards can be massive, but so can the risks. This course arms you with the tools to identify, analyze, and mitigate risks when layering multiple creative financing strategies in your business. From legal exposure to operational bottlenecks, you’ll learn how to design a business model that protects both profits and reputation.

🧭 Learning Outcomes

By the end of this course, students will be able to:

• Map and classify risks across legal, financial, and operational dimensions
• Apply due diligence systems to complex, multi-strategy deals
• Use contracts and disclosures to reduce liability
• Build contingency plans for defaults, disputes, or failed closings
• Protect personal and business assets with the right entity structure

📂 Module Outline

Module 1: The Risk Landscape

• Lesson 1: Why Combined Strategies Multiply Risk
• Lesson 2: Categories of Risk (Legal, Financial, Operational, Reputational)
• Lesson 3: Historical Case Studies of Failures

Module 2: Legal Safeguards

• Lesson 4: Contracts that Prevent Chaos
• Lesson 5: Disclosure Protocols for Dual Strategy Deals
• Lesson 6: Compliance Across Multiple State Rules

Module 3: Financial Protection

• Lesson 7: Funding Risks & Cash Flow Gaps
• Lesson 8: Insurance & Reserves for Creative Finance
• Lesson 9: Tracking Systems for Multi-Strategy Portfolios

Module 4: Operational Systems

• Lesson 10: Building SOPs That Reduce Mistakes
• Lesson 11: Managing Third-Party Providers Across Strategies
• Lesson 12: Crisis Playbooks & Communication

Module 5: Integration Best Practices

• Lesson 13: When (and When Not) to Combine Strategies
• Lesson 14: Risk-Weighted ROI Analysis
• Lesson 15: Case Study — A Subject-To + FSBO + Wraparound Hybrid Deal

📑 Resources & Templates

• Risk Matrix Worksheet
• Multi-Strategy Due Diligence Checklist
• Crisis Communication Template
• Sample Disclosure Addendum

🎤 Case Study

“The $25K Loss That Could Have Been Prevented”
– Real-world scenario showing how lack of disclosure + missing reserves caused a failed FSBO-to-Subject-To conversion.

📝 Final Quiz & Certification

• 15-question multiple choice quiz
• 2 scenario-based assignments
• Passing grade = 80%
• Certificate: OBP-1™ Verified Risk Management Specialist