Tailored Marketing Solutions for Exit Planning Professionals
Helping You Connect with Business Owners Ready to Sell
At Exit Funnels, we understand that no two exit advisors are the same—and neither are the business owners you serve. That’s why our platform is designed to provide customized marketing, lead generation, and client acquisition solutions for a variety of professionals in the exit planning space.
Whether you’re an Certified Exit Planning Advisor (CEPA), M&A Specialist, Business Broker, Wealth Manager, CPA or other financial professional, Exit Funnels will help you attract, nurture, and convert business owners looking to transition into the next phase of their lives.
Explore how our solutions can help you grow your practice, streamline your lead generation, and close more deals.
Trusted by Exit Planning Professionals Across Every Specialty
We serve a select group of trusted advisors who play a vital role in guiding entrepreneurs through successful exits with clarity, confidence, and a clear sense of purpose.
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
Powerful Features to Grow Your Exit Planning Practice
Exit Funnels is a complete sales, marketing and lead generation system designed specifically for exit planning professionals. Our platform combines automation, targeted outreach, and seamless lead management to help you attract, nurture, and convert business owners effortlessly.
Without Exit Funnels
With Exit Funnels
What Makes Us Stand Out From the Rest
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Ready to attract more leads?
Let’s Talk. Book a Discovery Call and See What Exit Funnels Can Do for Your Business.
Exit Funnels is a complete lead generation and management system - including targeted ads, landing pages, lead magnets, and automated follow-up - so you always have a steady pipeline of business owners thinking about their next chapter.
No marketing skills needed. Exit Funnels is a done-for-you, all-in-one solution designed for exit planning professionals. We handle setup, content, funnels, automation, and ads - so you can focus on advising, not marketing.
With built-in automation, Exit Funnels instantly follows up with new leads via email, SMS, and personalized nurture sequences - keeping prospects warm and engaged until they’re ready to talk.
Exit Funnels positions you as the go-to expert with a custom branded sales funnel, compelling messaging, downloadable lead magnets, and quality content that builds trust and authority with your ideal clients.
We help you pre-qualify leads through tailored landing pages, surveys, forms, and automated nurturing - so you're only spending time with business owners who are actually ready to exit.
Exit Funnels includes real-time analytics dashboards that show you exactly which campaigns, pages, and emails are generating leads and appointments - so you can measure ROI and scale with confidence.
Exit Funnels automates your entire client acquisition process - from lead capture to booking calls - so you can grow your business without working more hours or hiring more staff.
Want More High-Quality Exit Leads?
The Ultimate Guide to Finding Business Owners Ready to Sell
This free eBook gives you the tools to consistently attract and convert business owners who are preparing to exit. No fluff — just real strategies that work.
Download the eBook now and start growing your client list.
