Sessions Overview
The Exit Planning Summit features an assortment of session types to fully immerse advisors in exit planning content from industry experts, partners, and thought leaders.
This breakout session will delve into the critical role the trusted advisor (Financial Advisor/CPA) plays in guiding their business owner clients toward a successful exit and how you can ensure you get the post-sale proceeds to manage (AUM) and don't lose them to another firm who swoops in after the sale.
We'll explore never shared before findings of Cornerstone's 2025 National "Selling Your Business" Study which uncovers the owners mindset around selling/exiting their business, who their most trusted advisor is and what their expectations are for the financial advisor if you want to capture the AUM after the sale.
We will share 3 simple, yet critical, steps you can take to become a "magnet" and trusted advisor to business owners and grow your practice significantly starting today.
- Equip advisors with the knowledge and confidence to proactively initiate conversations about business exit strategies with their high-net-worth clients.
- Enable advisors to identify potential M&A opportunities within their existing client base and develop a consultative approach to introducing these possibilities.
- Help advisors understand the role of M&A advisors and how to effectively connect their clients with the right partners for a successful transaction.
- Provide advisors with actionable strategies and communication techniques to effectively navigate the complexities of M&A discussions with business owners and build trust throughout the process.
