A Custom Investment Approach Built Around Your Growth Goals
Exit Funnels is not a one-size-fits-all platform, and our pricing is not one-size-fits-all either.
Every exit planning professional operates differently. Some firms need a focused system for visibility and lead capture. Others need a more connected approach that includes nurture, qualification, follow-up, and pipeline visibility.
That is why every Exit Funnels implementation is structured around your goals, audience, growth priorities, and the way your practice wants to attract, capture, nurture, and convert business owner opportunities.
Our role is not simply to provide software. We help advisors build a more strategic client acquisition system designed for long sales cycles, high-value relationships, and more predictable growth.
Why Every Exit Funnels Implementation Is Customized
Each implementation is designed around your current growth strategy, operational structure, and client acquisition priorities. The goal is not to force every firm into the same model. It is to build the right system for the way your practice actually grows.
Most firms require a different combination of the following building blocks:
Some advisors need a focused capture and follow-up system. Others need a more complete growth infrastructure built for long-term pipeline development. Because each implementation varies, pricing is based on the scope and structure required.
Attract
Capture
Nurture
Convert
What Advisors Value Most About Exit Funnels
Exit Funnels helps advisors create a more intentional and structured approach to growth. Rather than relying on inconsistent lead flow or scattered marketing activity, advisors use the system to create visibility, engage business owners earlier, and move better-fit opportunities toward meaningful advisory conversations.
Advisors typically value Exit Funnels because it helps them:
The goal is not simply to create more activity. The goal is to create better conversations with the right business owners at the right time, so your efforts lead to more meaningful engagement and higher-value advisory relationships.
How We Determine Scope and Investment
Rather than forcing firms into generic pricing tiers, we use a structured process to understand your current client acquisition approach, identify where the biggest opportunities exist, and recommend a solution aligned with your goals.
Discovery Conversation
Strategic Assessment
Custom Implementation Plan
Project Scope and Investment
Who Exit Funnels Is Designed For?
Exit Funnels is built specifically for professionals whose work involves guiding business owners through complex decisions, long relationship cycles, and high-value advisory engagements.
For Certified Exit Planning Advisors (CEPAs)
Position Yourself as the Go-To Expert in Exit Planning
As an exit planning professional, you don’t just help business owners sell—you help them plan for what’s next. Exit Funnels connects you with business owners early in their journey and nurtures them until they’re ready to engage your services.
Attract business owners who need a structured exit plan
Educate prospects with automated content and follow-ups
Build trust and position yourself as their trusted advisor
For M&A Specialists & Business Brokers
Find Motivated Sellers & Close More Deals
As an M&A specialist or business broker, your success depends on connecting with business owners who are truly ready to sell. Exit Funnels can deliver qualified leads that fit your ideal criteria, ensuring you spend less time chasing unqualified sellers and more time closing deals.
Target business owners in key industries and revenue brackets
Automate lead nurturing to keep sellers engaged until they’re ready
Book more consultations with serious, high-intent business owners
For Wealth Managers & Financial Advisors
Help Business Owners Plan for Life After the Sale
Selling a business is one of the biggest financial decisions a business owner will ever make. With Exit Funnels, you can proactively reach business owners before they sell, positioning yourself as the financial expert who will guide them toward long-term financial security.
Capture leads before they exit and secure them as long-term clients
Automated marketing positions you as their financial planning expert
Personalized email & SMS follow-ups keep them engaged
For CPAs & Accountants
Be the Tax & Financial Strategist Business Owners Need
Business owners rely on their trusted accountants for tax-efficient exit strategies. Exit Funnels helps CPAs and accountants attract clients looking for financial guidance before, during, and after their sale.
Connect with business owners looking for tax-efficient exit strategies
Automate client education on financial planning and business valuation
Increase your authority and generate new consulting opportunities
Start With a Discovery Conversation
"Start with a brief conversation to review your current growth approach and determine whether a more structured client acquisition system could support your practice.."
If you are looking for a more strategic way to attract, capture, nurture, and convert business owner opportunities, the best place to start is a discovery call with our founder, Al Baiocchi.
During this conversation, Al will review your current approach to marketing and discuss whether Exit Funnels may be a good fit for your advisory practice.
There is no obligation and no pressure. The goal is simply to explore your current strategy and identify whether a more connected system could support your long-term growth.
Free Advisor Resource
The Ultimate Guide to Finding Business Owners Ready to Sell
This free guide shows exit planning professionals how to attract, engage, and convert better-fit business owner opportunities with a more structured client acquisition approach. Learn how to create visibility, capture interest, nurture long-cycle prospects, and turn the right conversations into advisory engagements.
