Everything You Need to Grow Your Exit Planning Business
A Complete Sales & Marketing System Built for Exit Planning Professionals
Exit Funnels is more than just a lead generation tool—it’s a fully integrated platform designed to help Certified Exit Planning Advisors (CEPAs), M&A Specialists, Business Brokers, Wealth Managers, CPAs and other financial professionals attract, nurture, and convert business owners who are ready to sell.
With our all-in-one system, you can automate follow-up, track leads, schedule appointments, and close more deals—without the hassle of juggling multiple tools.
Lead Generation & Sales Funnels
Attract Business Owners Who Need Your Expertise
Our high-converting landing pages, lead magnets, and targeted marketing strategies bring motivated business owners directly into your pipeline.
Automated Follow-Ups & Lead Nurturing
Stay Engaged Without the Manual Effort
Once a lead enters your system, Exit Funnels automatically sends a series of personalized emails, text messages, and reminders to keep them engaged and move them closer to a decision.
Appointment Scheduling & Reminders
Let Leads Book Meetings Without the Back-and-Forth
Our built-in calendar allows leads to schedule consultations with you instantly, reducing the hassle of coordinating availability.
CRM & Pipeline Management
Track, Manage & Organize Your Leads in One Place
No more messy spreadsheets or lost opportunities. Our CRM keeps all your leads, conversations, and follow-ups organized so you can focus on closing deals.
Email & SMS Marketing Automation
Engage Your Leads on Autopilot
Stay in front of potential clients with automated email sequences and SMS marketing campaigns that nurture relationships and drive conversions.
Reputation Management
Build Trust & Credibility with Business Owners
Your online reputation matters. Exit Funnels helps you collect, manage, and respond to client reviews to enhance your credibility and attract more clients.
Reporting & Analytics
Know What’s Working & Optimize for Growth
Get a real-time view of your marketing performance, lead flow, and conversions so you can fine-tune your strategy for even better results.
Ready to Scale Your Exit Planning Business?
With Exit Funnels, you’ll have everything you need to attract the right prospects, nurture them effectively, and convert them into loyal clients. Whether it’s creating conversion-focused landing pages, driving traffic with compelling ad campaigns, or managing leads seamlessly, our platform is designed to deliver results tailored to your unique needs.
Don’t leave your growth to chance. Schedule your free, no-obligation strategy call today, and let’s build a custom solution that drives measurable success for your business.