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For Advisors

Be the advisor they call first.
Not the one they lose.

When clients exit without you in the room, the relationship — and the assets — often end up at another firm. ExitSmarts gives you the platform to stay at the table through the transition and beyond.

Schedule a Partner Conversation →
01
Want to be in exit planning — but don't know how to deliver it
02
Reluctant to start the conversation — exit planning can feel intimidating to raise with clients
03
Short on time and resources — experienced people and specialized knowledge are scarce
The Reality

Who are your clients calling when they're ready to exit?

We hear it constantly: advisors aren't in the right place at the right time when their clients sell. The assets from the sale — and the relationship built over years — end up at another firm.

Financial advisors, accountants, and bankers all recognize the opportunity, but most don't know how to deliver it
Many shy away from initiating the conversation because exit planning can seem intimidating
Even those who want to lead the process often lack the time or specialized team to do it well
Our Promise

We have your back. We help you increase client awareness, develop plans, and implement those plans.

You participate at your desired level — we're at your service like a true concierge.

How It Works

A platform built around your practice

Three connected pieces — built so exit planning becomes a natural, ongoing part of how you serve clients, not a one-time project.

01
Activity-Based Awareness
Tools that facilitate meaningful, ongoing interactions between you and your business owner clients — keeping exit planning on the radar long before it's urgent.
02
Plan Development
A process that culminates in a written plan with every action item your client needs to get from where they are to where they want to be.
03
Plan Implementation
We help drive the plan forward — increasing business value and exit readiness with a consistent focus on your client's objectives.
Your Level, Your Choice

Flexible, innovative participation options

Whether you need a referral partner you can count on, want to be heavily involved in day-to-day exit planning and implementation, or sit somewhere in the middle — we're here to support you.

However involved you choose to be, the goal is the same: you stay the advisor your client trusts, through the transition and beyond.

"I consider them a true partner in our endeavor to build and manage our Business Transition Services consulting practice. Their ability to help us build processes and deliverables, pull together insights and ideas for marketing, and wrap our arms around how we manage and build for the future is just what we needed."
— Partner, Top 40 Accounting Firm
What Our Partners Say

Advisors and clients who made the call

★★★★★
"As an executive leadership coach focused on business development, ExitSmarts has been a key partner for my clients. One client has seen an average of 19% revenue growth year over year for 4 years in a row since implementing their exit strategy."
Senior Partner
Executive Coach
★★★★★
"We were put in touch with ExitSmarts when we wanted to take our company to the next level. We've worked together for nearly 4 years and are about to sell the business for 10–15 million more than we had hoped."
Business Owner, 4-year client
Distribution Company
★★★★★
"ExitSmarts' proven process supported me to carefully think through my exit plan, and I am so grateful for how they walked me through it at the right pace."
Business Owner, completed engagement
Training Company
Get Started

Be the advisor your clients call first.

Schedule a partner conversation. No pressure, no commitment — just a clear look at how ExitSmarts fits into your practice.

Schedule a Partner Conversation →
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