Bring more clients to your practice or bring new services to your existing clients to do more business planning work.
Become a trusted advisor and retain your client by having a high relevance and a deep relationship that's unlikely to be replaced.
Best-practice templates makes it easy to execute and implement the exit plan with your client virtual or on face to face meetings
Bring more business to your business with high quality easy to manage exit planning services
Exitplanner provides an easy, accessible exit planning tool for you and your clients.
Become a part of our Advisor Network and gain access to a wide range of benefits, including an established process that differentiates you from your competitors, lets you manage your clients exit plans, and helps your clients achieve their exit objectives.
Exit planning requires financial analysis, valuation, tax planning, and counseling regarding the best way to promote business value and structure the business exit.
With exit planning you get a more holistic conversation with your clients and become their trusted advisor along the process of selling thier business.
Turn meetings with your clients into strategic sparring sessions where your participate in the value optimization of your clients business.
Financial acumen is pivotal to executing a successful exit plan and is therefore a genuine reason to expand the client relationship.
Expand your services portfolio with packages relevant for those of your clients that are considering exiting their business.
Stand out from your competitors and retain your customer base by providing exit planning advisory services as part of your client engagement.
Exitplanner is the easiest way to make a good exit plan and ensure that a none sales ready business becomes sellable.
Use the assessments to analyze incoming leads and provide them with the best possible plan for an engagement with you.
Work with non-ready companies on their exit plan and maintain a relationship that result in selling the company when the time is right
Build and maintain a sales ready pipeline and secure a steady inflow of new deals
Increase the probability of a sale and the average selling price on closing
Execute more deals with a steady inventory of attractive businesses ready to get sold
M&A might have been driven by a CEO or CFO in the past, but today it is essential that board members provide input on exit planning and whether an acquisition is in the best interests of the company and its shareholders.
Exitplanner is the easiest way to ensure an optimal prioritization of initiatives and tasks related to preparing to exit.
Best-practice templates makes it easy to execute and implement tasks in the exit plan with a high degree of quality and trust.
Execute a value optimized exit plan and make the business more attractive to a future buyer.
Exitplanner's curated network of subject matter experts are ready to assist with sparring and task execution.
We are in daily contact with business owners that need either assistance creating their budget or getting a validated business valuation etc. Your expertise is in high demand.
Strandlodsvej 44, 3.
Phone: +45 30 22 09 69
9900 W. Sample Road, Ste. 300
Coral Springs, FL 33065
Phone: +1 954 290 1808