Your clients own businesses. Do they have an exit plan?
Over 60% of business owners have no formal exit strategy. Their CPA does taxes, their attorney does contracts, their advisor manages investments — but nobody is talking to them about what happens when they want to stop. That is the gap. And it is yours to fill.
Boomer-owned businesses in the US. The largest wealth transfer in history is underway — $14 trillion changing hands by 2030.
of a typical owner's net worth is locked inside the business. Most have never been told this number or what it means for their personal financial plan.
have no formal written transition plan. Their advisors — CPAs, attorneys, financial planners — are the natural conversation starters. That is you.
Do your clients have a business they need help selling?
We handle the entire process — professional valuation, confidential marketing, buyer screening, negotiation, due diligence, and closing. Your client gets a proven team with 30 years of transaction experience. You stay involved as the trusted advisor. We do the heavy lifting.
Do your clients want to increase the value of their business before they sell?
Our CEPA-certified Value Growth program helps owners close the gaps that suppress their multiple — owner dependence, customer concentration, undocumented processes, thin management. We coach them through structured improvement sprints so they exit at the top of their range, not the bottom.
Either way, you do not need to become an exit planner or a business broker. You need a partner who is both — so your client gets a single team with the methodology, the market data, and the closing record to back it up.
You refer. We do the work. You stay in the loop.
We do not replace you. We complement your advice with capabilities you do not offer today — and your client relationship stays intact.
They are thinking about selling, growing value, or just want to know what the business is worth. You make the introduction — by email, by call, or through our referral form.
Free, no obligation. We learn about their business, their goals, and their timeline. We send a complimentary market brief specific to their industry and geography.
Professional valuation, Value Growth coaching, brokerage, or none of the above. No pressure. Every option in front of them, clearly priced, with your endorsement backing the relationship.
We keep you informed at every stage — valuation findings, coaching progress, deal milestones. Your client sees you as the advisor who connected them to the right team. That relationship deepens, not disappears.
For those industries that allow it, we pay a referral fee for introductions that become paid engagements. Ask our team and we will walk you through the details that apply to your practice.
You add value without adding work
Exit planning, business valuation, and brokerage are specialized disciplines. Referring to CS gives your clients access to 30 years of transaction experience without you becoming an expert in an entirely new field.
CEPA-certified methodology
Our approach is grounded in the Exit Planning Institute's Value Acceleration Methodology — the same framework the CEPA community recognizes as the industry standard. You are referring to a credentialed practice, not a cold-caller with a pitch.
Principals, not salespeople
Your clients will work with experienced advisors who have personally closed hundreds of transactions. No hand-off to junior associates. No junior consultants learning on the job. The people your client meets are the people who do the work.
Your relationship is protected
We do not poach clients. We do not cross-sell financial services, insurance, or tax work. We do exit planning, valuations, and brokerage — nothing that competes with what you already provide. Your client relationship is safer after the referral, not at risk.
A new source of income
For those industries that allow it, we pay a referral fee for introductions that become paid engagements. That is income from a conversation you were already having — no new service line, no new workload. We will share the specifics that apply to your practice.
CPAs & Accountants
You see the financials every year. You know which clients have businesses worth $1M+ but no plan. A valuation referral is a natural extension of the tax relationship — and it protects your client from an unplanned exit.
Attorneys
Estate planning, corporate, and real estate attorneys routinely encounter clients whose biggest asset is their business — but no one has valued it or planned for its transition. We provide the valuation and exit strategy that complements your legal work.
Financial Advisors & Planners
You manage the liquid portfolio. But 60%+ of your client's net worth may be illiquid — locked inside a business they will need to sell someday. Understanding that number is essential for any serious financial plan.
Insurance Agents & Wealth Managers
Key-person insurance, buy-sell agreements, and estate plans all depend on an accurate business value. If the number is wrong, the coverage is wrong. We provide the valuation; you provide the protection.
Business Consultants & Coaches
You help businesses grow. We help business owners understand what that growth is worth in dollar terms — and when the time comes, we help them harvest it. We are the last mile of the consulting engagement you started.
The fiduciary case for the conversation.
If your client owns a business worth $2M and exits badly — wrong buyer, wrong structure, wrong timing, no preparation — they may net $800K instead of $1.6M. That is an $800K mistake that no amount of portfolio allocation can repair. If you knew the risk existed and never raised it, that is a gap in the advisory relationship. The conversation is not a sales pitch. It is a fiduciary responsibility.
How does the referral process work? ▸
You introduce your client to us — by email, by phone, or through our referral form. We schedule a confidential discovery call, send a complimentary market brief, and walk them through their options. You are copied on status updates at every stage. Your client chooses their own path with no pressure.
Do I stay involved after the referral? ▸
As much or as little as you want. Some advisors prefer a warm introduction and then step back. Others want to be included in valuation reviews, milestone updates, and deal structure discussions. We tailor the communication to your preference. The one thing we always do: make sure you look good for making the introduction.
What does it cost my client? ▸
The discovery call and market brief are free. A professional opinion of value starts at $2,000. Value Growth coaching ranges from $579–$1,799/mo. Full-service brokerage is success-based (commission at close). Every engagement is clearly priced with no hidden fees.
Will you compete with my services? ▸
No. We do not provide tax, legal, insurance, investment, or financial planning services. We do exit planning, business valuations, and brokerage. We complement your practice — we do not compete with it. In fact, a well-executed exit often creates more work for you: tax planning on the proceeds, estate restructuring, investment of sale proceeds, and entity wind-down.
What are your credentials? ▸
CEPA-certified (Exit Planning Institute), licensed business brokerage and mergers & acquisitions advisory, 30+ years of transaction experience, hundreds of closed deals across every major industry vertical.
Is there a referral fee? ▸
For those industries that allow it, we pay a referral fee for introductions that become paid engagements. Upon request, our team can provide those details for you.
Let us help your clients.
Whether you have a client who is ready to sell or one who should start thinking about it — we would like to learn how we can support your practice. No obligation. No pitch. A conversation between professionals.