Turn Exit Planning into Your Most Powerful Growth Strategy

Sixty-five percent of small-to-midsize business owners have no formal succession plan, a massive client service gap that represents a compelling opportunity for the advisors who step in to fill it. 

When you help business owners plan their exits, you’re helping to protect their legacy and building deeper relationships, unlocking the potential for new assets, and generating high-quality referrals that fuel your own growth. 

There’s Huge Opportunity Sitting in Your Client Base 

Over the next two decades, millions of Baby Boomer business owners will transfer out of their businesses, representing $10 trillion worth of assets. Most are unprepared: they don’t have clear exit strategies, don’t know what their business is worth, and haven’t considered how their exit timing will impact their full financial picture.  

For advisors willing to expand their services beyond traditional wealth management, this planning delta perfectly positions them as the trusted guide at the center of the business owner’s most critical financial decision.  

Three Ways Exit Planning Accelerates Fire Growth 

• Deeper relationships: Exit planning touches every aspect of a business owner's financial life, from business valuation and tax strategy to estate planning and investment allocation. When you step into the quarterback role to coordinate these moving pieces, you develop a deeper, more comprehensive relationship than traditional advisory services create. 
• New investable assets: A successful business exit is a significant liquidity event that often produces the largest influx of capital an owner will ever see. When you help orchestrate that transition, you're positioned to manage the proceeds, which can represent multiples of an owner's existing investable assets. 
• COI connections: Professional collaboration drives referrals, and the process of exit planning requires working with CPAs, attorneys, business brokers, and valuation experts, helping you build relationships that become referral sources for future business owner prospects.  

What Exit Planning Success Looks Like in Action 

Consider Mark, a 62-year-old business owner of a manufacturing company. His advisor initially managed $500,000 in personal investments. When Mark mentioned thinking about retirement "someday," his advisor introduced exit planning concepts using RISR's succession and exit planning tools. 

The platform's assessment revealed Mark's business was worth approximately $12 million, but his exit readiness score showed several gaps. His advisor helped him address key issues: updating his buy-sell agreement, improving financial documentation, and clarifying his post-exit income needs. 

Two years later, Mark sold his business. After taxes and fees, he had $8 million in new investable assets under management with his advisor. The CPA and attorney involved in the transaction have since referred three new business owner prospects to his advisor. 

The advisor transformed a $500,000 relationship into an $8.5 million client while building his professional network and demonstrating expertise that attracts other business owners. 

Exit Planning: A Win-Win for You and Your Clients 

Exit planning delivers measurable returns for both your clients and your firm. Business owners get the guidance they desperately need, and you build deeper relationships while capturing significant new assets. 

RISR's new platform enables you to add exit planning services without requiring you to become a specialist. Our succession and exit planning tools help you assess client priorities, evaluate exit paths, and generate client-ready deliverables that build trust before they exit. 

Ready to tap into the $10T opportunity? Schedule a demo with our team today.