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 first step. Cold outreach is hit-or-miss, and networking events often fail to produce consistent leads.
Exit Funnels solves this problem by putting proven digital lead generation systems directly in your hands. Through targeted ads, optimized landing pages, and automated nurture campaigns, advisors can consistently reach the right audience: business owners who are actively considering succession, retirement, or selling their company.
By offering valuable lead magnets — such as an Exit Readiness Scorecard, a free guide, or a confidential strategy call — advisors establish trust early in the process. From there, automated email and SMS campaigns keep prospects engaged until they’re ready to book a call.
Instead of waiting for referrals, you’ll have a predictable pipeline of new leads flowing into your practice every month. With Exit Funnels, lead generation becomes a system — not a guessing game.