Exit planning professionals have a special task: they must find, nurture, and convert the right leads quickly and effectively. Tracking every interaction is key to your success,..
News & Events
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..
5 Automated Follow-Up Sequences That Close Deals for Exit Planning Advisors
The real success lies in nurturing those leads into lasting client relationships that lead to closed deals. Many Exit Planning Advisors invest heavily in lead generation, landing..
The 3-Legged Stool of Exit Planning
Why Personal Readiness Is the Missing Piece In the world of exit planning, advisors often refer to the ‘three-legged stool’ model – a simple yet powerful metaphor..
Never Let Another Lead Slip Away – Automated Follow-Up for Exit Advisors
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..
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 Yet many advisors still rely on outdated marketing tactics..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..