EXIT Strategy*

US demographics are driving a significant increase in privately held businesses being sold and transferred at their highest levels in history. This has created an unmatched money in motion opportunity for the prepared advisor but it won’t last forever. While it’s possible to trial and error an effective strategy, its wiser to stand on the shoulders of a research-based, field-proven model to get into the game as quickly as possible. That’s where Exit Strategy powerfully benefits the advisors. What if you had a clear vision of every opportunity for any possible form of transition– be it a sale or or transfer to heirs? What if you knew the best way to identify businesses in play and get to the front of the line with the endorsement of the business owners long time advisors? What if you knew how to guide those advisors in a step by step manner that allows you to best serve the client, benefit their professional advisor and win significant new business for yourself? That is the benefit of Exit Strategy

The Advisor Challenges

• No clear proven plan to follow & win
• Need method to effectively connect with CPA
• Require step by step scripting for CPA

The Advisor Opportunities

• Rapid access to major money in motion event
• Clarity on intersection of opportunity & client value
• Turnkey strategy & tools to begin immediately

Program Deliverables

• Keynote presentation, live or virtual
  • Chapterized video version for internal training and/or advisor direct access
• Implementation Guide, linear, detailed, step-by-step approach
• Conversation Guides, articulating key benefits for maximum client impact
• Coaching Templates for Wholesalers to help advisors implement the systematic process

*Program content and research from Prince & Associates