Advisors

“I’d like to leave/sell my business. Can you help me?” How you answer this question determines whether you will represent your client and his or her company in the future.

The fast approaching tsunami of Baby Boomers looking to exit creates an obligation and an opportunity for you:

• To inform and to educate the owner about the Exit Planning process.
• To facilitate the Exit Planning process by coordinating your activities with those of the owner and his/her other advisors.
• To provide services necessary to ensure the owner’s successful transition from the business.
• The opportunity to expand your practice by offering Exit Planning to your clients using a proven process.

Exit Planning Partners works in collaboration with Professional Advisors to reach business owners who stand to lose hard-earned equity without planning and gain hundreds of thousands more with proper planning.

The benefits of working as a team:

• Collaborating with Exit Planning Partners using the Seven Step Exit Planning Process could help your client realize hundreds of thousands of dollars from the transition out of their business.
• You’ll have access to a finely tuned system so you won’t need to reinvent the wheel with each engagement.
• Being a key part of the exit planning process, you’ll have a better chance of representing the new business owners.
• You will have access to a wealth of training and marketing materials to inform your clients on Exit Planning.
• Position yourself as the resource for your retiring clients.