CPAs, Financial Planners, Bankers, Attorneys

Shouldn’t you be leading the discussion with your business owner clients regarding the single most critical event of their financial lifetimes?

There are many disciplines that work to develop plans for business transition and succession planning. There is no one professional that has all the expertise needed to guide a business owner through each component of a successful exit plan. Experts from many disciplines are essential if the business owner is to maximize his or her transition.

We can strengthen your firm’s capabilities in assisting your clients during this critical stage of their business, and simultaneously identify opportunities for your firm to add value.

Most business owners have not planned for their exit even though it is one of the most important events of their life. Becoming a partner with The Exit Advisors allows you to provide a well thought-out process for achieving your clients’ goals.

We work directly with these, and other, professionals as client circumstances dictate:
Exit Planning

  • Accountants / CPAs
  • Estate Planners (Trust & Estate Attorneys)
  • Legal Counsel (Business Attorneys)
  • Wealth Managers / Financial Planners
  • Business Consultants & Coaches
  • Business Brokers
  • Family Business Consultants
  • Life and P&C Insurance Brokers
  • Business Appraisers
  • Private Equity Groups
  • Business Bankers
  • M&A/Investment Bankers

If you are a trusted advisor who is interested in a more proactive, collaborative approach in serving your business owner clients, we welcome the opportunity to discuss a partnership between our firms.

As a professional advisor to business owners, you know that building relationships with other trusted advisors is essential to serving your clients and to growing your business. In a crowded market, a partnership with us can help set you apart from the competition.