For Advisors

Business Exit Planning for Advisors

Exit Plan Pros provides Exit Planning support for advisors who want to leverage their advisory position with business owners. We offer a wide range of Exit Planning services. Services are usually determined by the needs of the specific client and the desires of the referring advisor.

We can provide advisors with “turnkey” exit plans that include everything required to satisfy the needs of the client, including the initial questionnaires, final Business Exit Plan Memorandum, action plan checklists, and so forth. All items are branded with your company’s name and logo.

Also, we can work directly with you and the client on a referral basis to provide the required services. We believe that a team approach to Exit Planning is the most appropriate, and we routinely work with other advisors to create and implement collaborative Exit Plans for business owners.

Benefits to Advisors

By adding Exit Planning to your palette of services, you will:

  • Educate yourself and your clients on the new and evolving discipline of Exit Planning for business owners.
  • Expand the range of services you offer to existing business owner clients.
  • Attract new clients.
  • Differentiate yourself from other advisors in your profession. Become part of our advisor network.
  • Develop a deeper relationship with your clients, since Exit Planning is a vertically integrated approach to planning and, in most cases, is a multi-year endeavor.
  • Increase revenues by offering Exit Planning services.
  • Help clients manage the proceeds of business sales transactions associated with completed Exit Plans.

Who May Benefit

The following are some examples of the wide variety of advisors that can benefit from the addition of Exit Planning services:

Financial Planners
CPAs
Business Brokers
Business Appraisers
Attorneys
Investment Bankers
Insurance Professionals
Estate Planners
Wealth Managers