The Ultimate All-in-One Marketing Solution for Exit Planning Professionals

More Leads . More Deals . Less Hassle

The Smartest Way to Grow Your Exit Planning Practice

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Why traditional methods are holding you back

The Lead Generation Gap for Exit Planning Advisors

Does this sound familiar? You know there are business owners out there who need your help, but finding them—and getting them to take action—is a constant challenge. Many wait until the last minute to think about their exit, making it difficult to engage them early enough for a well-planned transition. You’re spending time networking, giving presentations, and following up with leads, but the results aren’t consistent. The truth is, without a structured system for attracting, nurturing, and converting business owners into clients, your pipeline will always be unpredictable. That’s where Exit Funnels comes in. We help exit planning professionals automate their lead generation, build trust with prospects, and consistently attract the right business owners—so you can focus on what you do best: guiding them to a successful and purposeful exit.

Turning Interest into Action

The Key to Exit Planning Success

Exit Funnels is the perfect solution for exit planning professionals who want to streamline their client acquisition and grow their advisory practice with consistency. Our platform is designed to attract business owners at the right stage of their exit journey, nurture them with automated follow-ups, and position you as the trusted expert they need. With proven sales funnels, targeted marketing automation, and seamless lead management, Exit Funnels takes the guesswork out of client acquisition — allowing you to spend less time chasing leads and more time guiding business owners toward a successful transition. Whether you’re looking to scale your practice or simply create a more predictable pipeline, Exit Funnels gives you the tools to connect with the right prospects, build relationships, and close more deals effortlessly.

Attract

Automate

Convert

Grow

Our Services

Done-for-You Marketing Solutions for Exit Planning Professionals

At Exit Funnels, we provide a complete suite of marketing and lead generation services tailored specifically for exit planning professionals. From funnel creation to automated follow-ups, we handle the heavy lifting so you can focus on guiding business owners through their exit journey.

01.

Sales Funnel Development

We design and build high-converting sales funnels that capture leads, nurture prospects, and drive business owners to take action. Each funnel is customized to your practice and includes landing pages, lead magnets, appointment scheduling, and automated follow-ups.

02.

Lead Magnet Creation

We develop compelling lead magnets such as eBooks, guides, and reports that attract business owners and position you as an expert in exit planning. These assets are designed to generate interest and move prospects further into your funnel.

03.

Marketing Automation

Our automated email and SMS campaigns keep you connected with prospects, nurturing them over time and guiding them toward booking a consultation. With strategic messaging and consistent follow-ups, you stay top-of-mind with potential clients.

04.

Advertising Management

We create and manage targeted ad campaigns on platforms like LinkedIn, Facebook, and Google to drive high-quality traffic to your funnel. Our team optimizes ad performance to ensure you reach business owners actively considering their exit.

05.

CRM & Lead Management

We provide a fully integrated CRM to track leads, automate follow-ups, and manage your pipelines. With built-in reporting and organization tools, you can see where each lead is in the sales process and take action when needed.

06.

Content Marketing

We help you establish credibility through expertly crafted content, including blog articles, social media posts, and educational resources. By consistently sharing valuable insights, you reinforce your expertise and attract more qualified leads.

Our team ensures your website and landing pages are optimized for conversions. We create compelling, user-friendly designs that turn visitors into leads and leads into booked consultations.

08.

Performance Tracking

We provide detailed reports and insights into your marketing performance, including lead flow, engagement rates, and conversion tracking. Our data-driven approach helps you measure ROI and make informed decisions to improve your results.

At Exit Funnels, we handle every aspect of your marketing and lead generation, so you can focus on what you do best - helping business owners navigate their exit with confidence. Let’s build your custom funnel today!

Why Exit Funnels? The Benefits of Our System

Automate, Optimize, and Scale Your Exit Planning Practice

Exit Funnels is designed to help exit planning professionals overcome the biggest challenges of client acquisition and business growth. With our proven system, you’ll attract more qualified leads, nurture them effectively, and convert them into long-term clients—all while saving time and effort. Here’s what makes Exit Funnels the ultimate solution for your practice:

More Qualified Leads, Less Effort

Stop wasting time chasing cold leads. Our system brings business owners to you—those actively considering their exit and looking for expert guidance.

Automated Follow-Up for Higher Conversions

Never let a potential client slip through the cracks. Our automated email and SMS, campaigns keep prospects engaged and move them closer to working with you.

Establish Yourself as the Trusted Authority

Position yourself as the go-to expert in exit planning with professionally crafted content, educational resources, and strategic nurturing campaigns that build credibility and trust.

Predictable Flow of Consultation Bookings

No more inconsistent leads or slow months. Our system fills your calendar with business owners ready to discuss their exit strategy and how you can help.

Full Visibility & Lead Tracking

With our built-in CRM and analytics, you’ll know exactly where each lead is in your pipeline, track follow-ups, and measure ROI—all from one simple dashboard.

Scale Your Practice Without the Stress

Instead of spending time on marketing guesswork, focus on delivering high-value advisory services. Exit Funnels handles the lead generation and automation so you can grow your business effortlessly.

Done-for-You Marketing, No Tech Overwhelm

We take care of the strategy, setup, and execution—so you don’t have to. Whether it’s websites, landing pages, automated messaging, lead management or paid ads, our system is built for results without the complexity. With Exit Funnels, you’ll have everything you need to attract, engage, and convert business owners into clients - so you can grow your practice and help more entrepreneurs transition successfully. Let us handle the marketing, while you focus on guiding business owners to their next chapter.

Getting Started

How We Help Exit Planning Professionals Succeed

At Exit Funnels, we take a structured and results-driven approach to help you attract, nurture, and convert business owners into clients. Our four-step process ensures you have a high-performing system that consistently generates leads and drives growth for your advisory practice.

Schedule a Discovery Call

Every great strategy starts with a conversation. In this free session, we’ll dive into your business goals and identify the best approach for your lead generation and marketing.
01.

Strategy Development

We craft a customized marketing and lead generation strategy designed to attract and engage business owners in need of exit planning guidance.
02.

Monitor & Optimize

Once your funnel is live, we continuously refine and optimize your campaigns to ensure maximum engagement and conversion rates.
03.

Performance Tracking

We provide detailed reporting and insights so you can track results, measure ROI, and make data-driven decisions for long-term growth.
04.

With this structured approach, Exit Funnels ensures that your marketing efforts deliver consistent, high-quality leads so you can focus on what you do best: guiding business owners through a successful and purposeful exit.

Our Testimonials

Why Clients Love Working with Us

“Wonderful experience with Al and his team. They are professional, quick to respond to questions, and helped me create the perfect campaign for my business. Their continued security monitoring and updating is exactly the peace of mind I am looking for. I highly recommend!”

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R. S.
Client

“Al, I want to thank you for the comprehensive campaign that you put together for our practice. I also want to thank you for your rapid response to all of our questions and requirements. Once again, thank you for a job well done.”

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D. M.
Client

“I was referred to Al and his team from a friend of mine who is the founding partner at a prominent downtown Chicago firm. Their attention to detail, exceptional professionalism and level of expertise is second to none. If you want the best digital marketing for your practice, reach out to these guys – I highly recommend Al and his team.”

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J. L.
Client

“Al and his team helped me bring my businesses into the 21st century in terms of understanding how important online exposure is for generating leads for my businesses. I view Al as a vital part of my management team. His expertise in matters of the Internet is second to none. I would encourage you have a dialogue with Al before selecting a partner to work with!”

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K. K.
Client

“Working with Al and his team was great. We knew from the beginning that our project would be an ambitious undertaking, but they were able to seamlessly walk us through the process from start to finish. The entire team is extremely knowledgeable, experienced and very creative. If you need a marketing agency for your business or specialty project, stop your search and call Al today!”

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K. B.
Client

“Al and his team are the best! They developed our landing pages, sales funnels and created a detailed marketing plan to fit our budget. I recommend these guys 1000% –  they literally put our firm on the map!”

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A. H.
Cllient

“Having worked with Al and his team for the past several years I can say unequivocally that their internet knowledge, development skill set and lead generation expertise has dramatically improved my client conversion ratio. They have been spot on with their work product and support efforts, I highly recommend Al and his team!”

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M. A.
Client
All-in-one marketing. Zero guesswork

Powerful Features to Grow Your Exit Planning Practice

Exit Funnels is a complete sales, marketing and lead generation system designed specifically for exit planning professionals. Our platform combines automation, targeted outreach, and seamless lead management to help you attract, nurture, and convert business owners effortlessly.

Without Exit Funnels

Inconsistent lead flow
Relying only on referrals
Slow or no follow-up with prospects
Wasting time on unqualified prospects
No way to track what’s working
Struggling to stand out from other advisors
Overwhelmed by marketing tech

With Exit Funnels

Steady stream of qualified business owner leads
Multi-channel lead generation with ads, funnels & automation
Instant, automated follow-up via email and SMS
Pre-qualified leads ready to discuss their exit
Real-time reporting and clear ROI tracking
Clear positioning and branded messaging that builds authority
Done-for-you, all-in-one platform with full support
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What Makes Us Stand Out From the Rest

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Ready to attract more leads?

Let’s Talk. Book a Discovery Call and See What Exit Funnels Can Do for Your Business. 

Exit Funnels is a complete lead generation and management system - including targeted ads, landing pages, lead magnets, and automated follow-up - so you always have a steady pipeline of business owners thinking about their next chapter.

No marketing skills needed. Exit Funnels is a done-for-you, all-in-one solution designed for exit planning professionals. We handle setup, content, funnels, automation, and ads - so you can focus on advising, not marketing.

With built-in automation, Exit Funnels instantly follows up with new leads via email, SMS, and personalized nurture sequences - keeping prospects warm and engaged until they’re ready to talk.

Exit Funnels positions you as the go-to expert with a custom branded sales funnel, compelling messaging, downloadable lead magnets, and quality content that builds trust and authority with your ideal clients.

We help you pre-qualify leads through tailored landing pages, surveys, forms, and automated nurturing - so you're only spending time with business owners who are actually ready to exit.

Exit Funnels includes real-time analytics dashboards that show you exactly which campaigns, pages, and emails are generating leads and appointments - so you can measure ROI and scale with confidence.

Exit Funnels automates your entire client acquisition process - from lead capture to booking calls - so you can grow your business without working more hours or hiring more staff.

Want More High-Quality Exit Leads?

The Ultimate Guide to Finding Business Owners Ready to Sell

This free eBook gives you the tools to consistently attract and convert business owners who are preparing to exit. No fluff — just real strategies that work.

Download the eBook now and start growing your client list.