info@exitthefamilybusiness.com
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Financial Advisors:
Elevate Your Practice & Significantly Grow Your Assets Under Management
Financial Advisors: Elevate Your Practice & Significantly Grow Your Assets Under Management
Partner with us to guide your business owner clients towards successful exits, unlocking tens of millions in new assets & insurance needs for your firm to manage every single year
Would you like to unlock an extra $10-$100+ million in new assets without spending a dime on marketing?
Tap into a Wealthy Client Segment: Business owners represent a highly lucrative market, ready to invest substantial post-sale proceeds.
Substantial AUM Growth: Secure multi-million dollar influx of new assets to manage (often 3-20 million) from each successful business exit you help orchestrate.
Become the Go-To Exit Advisor: Gain insider knowledge with "The Art of the Exit" video series, positioning you as the expert in your market.
Your retiring clients have to get out of their business, these videos can help ensure that you are their trusted advisor, rather than someone else.
VIDEO 1: Your Value Gap
The Uncomfortable Truth Facing Most
60-80 Year Old Business Owners
VIDEO 2: Close The Value Gap
The Process For Increasing The Sale
Price Of A Business By 30-50%
VIDEO 3: The Art Of The Exit
Find Buyers, Create An Exit Presentation, Due Diligence, Negotiating the Deal
Unlock Hidden Millions in AUM Within Your Existing Client Base
We all know finding new AUM is a constant challenge. But what if a massive source of wealth is already within your book, waiting to be unleashed?
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*The Lower Middle Market is comprised of businesses worth $5-$30 million, typically having EBITDA of $1 million - $4 million.
The 7 Pillars of Value Creation is our name for our work as Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuation. Exit The Family Business the downloadable guide and any accompanying assets or affiliates are provided for informational and educational purposes only. It is not intended to provide tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, an endorsement or sponsorship of any company, security or fund. Certain owners, officers or affiliates may be associated with investment firms and may make referrals from time to time for such services, but this does not constitute investment advice, nor should it be construed as Exit The Family Business being in that business. We always suggest you seek professional advice. Past results are not a guarantee of future results.