Exit on Your Terms.
Get What You Deserve.
Most independent advisors leave $200K+ on the table because their practice looks "as-is" to buyers. We help you position for maximum exit value and buyer choice.
The Problem
You've spent decades building strong client relationships and consistent revenue. But when it comes time to sell, buyers aren't just looking at your AUM and earnings multiple.
They're evaluating three things most advisors never emphasize:
Cultural Fit & Maturity
69% of buyers cite this as critical. They want to see modern systems, not just strong relationships.
Demonstrated Organic Growth
53% say this is their #1 concern. Can you prove growth doesn't depend entirely on you?
Documented, Scalable Processes
They need to see workflows that survive your exit, not founder-dependent magic.
Even when your practice is genuinely modern, if you can't demonstrate it, you signal stagnation.
Reduced Valuation
Buyers perceive high risk and discount by 15-25%
Limited Buyer Choice
Only legacy consolidators bid, not strategic partners who pay premiums.
The ExitAdvantage™ Solution
A 9-month program that transforms your practice into a buyer-ready asset that maximizes exit potential and attracts better buyers.
What We Do
We Modernize Your Digital Presence
Professional website that signals cultural adaptability and operational maturity...not a generic placeholder
We Optimize Your Systems
CRM workflows, client communications, and referral tracking that demonstrate repeatable growth
We Document Your Processes
Everything buyers need to see: workflows, client management, and operational procedures in formats they expect
We Package It for Buyers
Complete due diligence package with growth metrics, retention data, and maturity scorecards that accelerate closing
What Makes This Different
We don't just coach. We execute. Unlike advisory services that charge just for talks, we actually build your website, set up your CRM, document your processes, and deliver everything buyers expect. You get a materially modernized practice...not just advice about modernizing.
How It Works: Three Phases Over 9 Months
Readiness Audit
Months 1-2
We assess your practice across website, brand, client systems, growth capability, process documentation, and cultural signals. You get a detailed audit report with prioritized recommendations.
Optimization & Execution
Months 3-7
We modernize your website, optimize your CRM, document your referral program and event strategy, and capture all workflows in buyer-ready formats. You get a modernized, documented practice.
Early Proof & Foundation Package
Months 8-9
We capture your first 4-6 months of systematic tracking, document early growth trends, create your baseline maturity scorecard, and assemble your foundation package. You get everything needed to continue tracking toward full exit readiness.
What Happens After Month 9?
You continue running the systems we've built while we provide optional quarterly check-ins to track progress and refine as needed. When you're ready to engage an M&A advisor (typically 12-18 months post-program), we'll assemble your complete exit package with 18-24 months of documented improvement.
Is This Right for You?
This program is for RIAs and independent advisors who are serious about optimizing their exit potential and buyer choice—not just liquidity.
This is You
You're an advisor-founder or RIA (2-5 advisors) with $50M-$400M in AUM
You're planning to exit in 24-48 months (allowing 9 months for implementation + 12-18 months for trailing proof to accumulate)
You have anxiety about the advisor fit of your client relationships (continuity matters)
Your growth depends on your personal rolodex (founder-dependent operations)
You have minimal process documentation
You're experiencing flat or modest organic growth (not counting market activity)
This is Not You
You're a large team with an established infrastructure (different optimization needs)
You're exiting in under 18 months (not enough time for trailing proof)
You're not concerned with how your clients are treated after the deal closes
You're not open to implementing systematic changes (no matter how minimal)
Your workflows and client relationships are well-documented (and understood)
Your practice is in distress or serious decline (different intervention needs)
The Investment
Core Program: $49,500
- 9-month intensive transformation
- All deliverables (website, CRM, processes, systems, foundation package)
- Baseline metrics and early proof captured
Payment Options:
- 50% upon engagement, 50% at Month 5
- OR $5,500/month x 9 months
Post-Program Support (Optional):
- $2,000/quarter for ongoing tracking, quarterly reviews, and system refinement
- Includes final exit package assembly when you're ready to engage an M&A advisor
Additional Expenses (billed separately):
- Two onsite visits (flights, hotels, meals)
- Professional photography/videography production
- Any printing or special materials
Expected Outcomes
Organic Growth
Increase from 1-2% to 3-4% annually
(Directional improvement visible by Month 9)
New Revenue
$60-$120K annually from documented referrals
(System launched and producing early results by Month 9)
Faster Closing
30-40% reduction in due diligence timeline
Better Buyers
Strategic partners, not just consolidators
Total Expected Impact
$350K-$600K in increased exit proceeds (7-12x program investment)
Results can vary based on current operational maturity, market conditions, and execution commitment.
Ready to Maximize Your Exit Potential?
Book a 30-minute discovery call. We'll discuss your exit timeline, assess your current state, and determine if Pre-Exit Optimization is the right fit. No obligation. No sales pitch.