Legendary Exits
Partnership Program 

Grow Your AUM by Doubling Referrals and Tripling Liquidity Events for Business Owner Clients

Your clients are the top 2% of US business owners

They generate 1MM or more in annual profit 

Revenues of 10-100MM

Full plates making memories with their families 

20-500 employees

Focused on driving results while living a life of purpose

Saturated with optimism and confidence

Most will fail at time of exit unless you help them take action!

70%

Will Fail to Sell their Business

90%

Won’t Maximize Price and Terms

30%

Will have an Unexpected Exit because of the 5Ds

Why are Entrepreneurs Failing to Exit Successfully?

Because they don’t have a Strategy and a Plan to Exit

Why don’t they have a Strategy and Plan?

Because they’re optimistic and they push off planning for the future until the Future becomes Today.

This Approach will cost your clients their Dreams in Retirement.

This Approach will cause You to lose out on managing their liquidity event

Ready to change the outcomes for your clients?

We’ve developed a turnkey exit advisory program that:

Increases likelihood 
to sell from 30% to 
over 90%

Maximizes price and terms at time of exit for your client

Helps owners pass the baton, preserving their legacy & values 

Accelerate growth for your firm in two ways: 

More referrals NOW by delivering a differentiated client experience with Exit Planning

More AUM LATER by 3x-ing the number of clients who have a liquidity event 

Want to get started?

Resources

Play Video

What does the Partnership Engagement Process look like?

Play Video

What does the Partnership Engagement Process look like?

Play Video

What does the Partnership Engagement Process look like?

Play Video

What does the Partnership Engagement Process look like?

Legendary Exits don't just happen
They Start with a Plan

Let's Talk

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