FOR FINANCIAL ADVISORS
Help Business Owner Clients Prepare for Exit
Structured exit planning tools for financial advisors who serve business owners. Assess readiness, identify gaps, coordinate with other advisors, and guide clients through one of the most important financial events of their lives.
Why Add Exit Planning to Your Practice
Exit planning creates value for your clients and your practice.
Expand Your Service Offering
Add structured exit planning to your practice without building the framework from scratch.
Deepen Client Relationships
Become the trusted advisor who guides clients through their most significant financial event.
Generate New Revenue
Exit planning services create fee opportunities and lead to wealth management of sale proceeds.
Reduce Liability Risk
Structured assessments and documentation demonstrate your due diligence and professionalism.
How to Get Started
A simple workflow to introduce exit planning to your business owner clients.
Identify Business Owner Clients
Review your book for clients who own businesses and are approaching retirement age or considering exit.
Introduce Exit Planning
Position exit planning as part of comprehensive financial planning. Use our assessment to show value.
Conduct Assessment
Complete the exit readiness assessment to establish baseline and identify gaps.
Create Action Plan
Develop a plan to address gaps, coordinating with CPAs, attorneys, and other advisors as needed.
Track and Report
Monitor progress, reassess periodically, and keep clients engaged through the exit journey.
Tools Built for Financial Advisors
EleviraPath provides everything you need to offer professional exit planning services.
- Structured assessment covering 8 dimensions of exit readiness
- Automated gap analysis with prioritized recommendations
- Task management to track action items and deadlines
- Collaboration tools to coordinate with CPAs and attorneys
- Professional branded reports for client presentations
- Progress tracking and periodic reassessment
Client Management
Track multiple engagements
Gap Analysis
Identify improvement areas
Collaboration
Work with other advisors
Reporting
Professional client reports
Frequently Asked Questions
Exit planning is a natural extension of financial planning for business owner clients. EleviraPath provides the structure and tools to offer exit planning services alongside your existing wealth management and financial planning offerings.
Start Offering Exit Planning Services
Add structured exit planning to your practice. 14-day free trial, no credit card required.