For financial advisors, wealth managers, and business consultants, attracting business owners who are 3–5 years from exit is often one of the most challenging tasks. These pre-exit..
Author: Exit Funnels
Why Every Exit Advisor Needs a Funnel That Includes Email and SMS Follow-Up
Exit advisors face a unique challenge: connecting with business owners who may not yet be actively seeking exit planning services. Growing an exit planning practice efficiently requires..
Why Exit Planning Advisors Need a Funnel-First Marketing Strategy
As an exit planning advisor, your success depends on reaching the right business owners at the right time. Yet many advisors still rely on outdated marketing tactics..
Why Marketing Automation is the Key to Scaling
As an exit planning advisor, your expertise lies in guiding business owners through one of the most important transitions of their lives. But too often, your time..
How Exit Funnels Helps Advisors Attract Business Owners Ready to Exit
One of the biggest challenges exit planning advisors face is finding business owners who are not only interested in exit planning but are also ready to take..
The Secret to Finding High-Value Business Owners Before They Sell
Every exit advisor, business broker, or M&A specialist wants to work with high-value business owners—those who have built something worth millions and are now ready to move..
Struggling to Find Business Owners Ready to Sell? Here’s How to Attract Them
If you’re an exit planning advisor, M&A specialist, or business consultant, you already know the challenge: finding business owners who are actually ready to sell—not just thinking..
Why Referrals Alone Won’t Sustain Your Exit Planning Business (And What to Do Instead)
If you’ve built your exit planning business on referrals, you’re not alone. In fact, many financial advisors, CPAs, business brokers, and M&A professionals start that way. After..