Business Transition Planning Partner FAQ

If you have questions about partnering with Sun Exit Advisors, you've come to the right place. As experienced exit planning consultants, we can help you to better assist your clients with exit planning. Here are answers to a few common questions that we are often asked by our clients' trusted advisors.

1. What are the primary benefits of partnering with Sun Exit Advisors?
2. How should I respond when my clients ask me for help with exit planning?
3. How can I get started working with Sun Exit Advisors?

What are the primary benefits of partnering with Sun Exit Advisors?

In short, we augment your existing capabilities to allow you to assist your clients with their business transition needs. Our services compliment your own services. When we prepare a comprehensive exit plan for your client, the scope of your engagement with that client will typically expand considerably. Finally, in many instances, we will bring new clients to you provided that our clients do not already have a trusted advisor with your skillset.

How should I respond when my clients ask me for help with exit planning?

Once we agree to partner with each other, you have an excellent response to your clients' inquiries regarding business transition. Simply respond that you have a partner who specializes exclusively in exit planning who may be of assistance. From there, we work closely with you to define next steps, keeping you fully involved and vested in the process.

How can I get started working with Sun Exit Advisors?

An initial face-to-face meeting allows us to assess whether a partnership would be mutually beneficial. Please contact us to schedule an initial discussion.