Every conversation with a potential client holds weight. For an exit advisor, missing even one follow-up can mean losing a valuable opportunity to serve a business owner..
News & Events
5 Proven Funnel Strategies to Attract Business Owners Ready to Sell
Selling a business isn’t a financial transaction; it’s the end of one journey and the beginning of another. For business owners, the decision to exit is often..
The #1 Mistake Exit Advisors Make in Lead Generation (and How to Fix It with Automation)
Attracting new clients is one of the biggest challenges for exit advisors. Many rely on networking, referrals, and occasional outreach. Even with effort, leads can be inconsistent…
How Exit Funnels Helps Exit Planning Advisors Generate More Qualified Business Owner Leads
Finding business owners ready to sell their companies is hard work. Most advisors spend too much time looking for the right clients. They need a system that..
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 Yet many advisors still rely on outdated marketing tactics..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..