Partnering With Sun Exit Advisors

Business Transition and Succession Planning is a multifaceted process with many moving parts. No individual professional has the expertise to counsel business owners on all of the components of a successful exit plan. Experts from a wide variety of disciplines are necesarry if the business owner is to optimize his or her transition.

In collaboration with you and other trusted advisors, we create a synchronized team that will help business owners navigate the choppy waters of succession, transition and eventual exit.

We can strengthen your firm's capabilities in assisting your clients during this critical stage of their business, and simultaneously identify opportunities for enhancing your practice's revenue streams.

Exit planning is one of the biggest events in a business owner's life. Yet, most owners have not done any thinking or planning for their exit or transition. Strategic partnering with our Chicago business transition consultants gives you a structured process for addressing your clients' exit planning needs.

We work directly with these and other professionals as client circumstances dictate:

• Accountants / CPAs
• Estate Planners (Trust & Estate Attorneys)
• Legal Counsel (Business Attorneys)
• Wealth Managers / Financial Planners
• Business Consultants & Coaches
• Business Brokers
• Family Business Consultants
• Life and P&C Insurance Brokers
• Business Appraisers
• Private Equity Groups
• Business Bankers
• M&A/Investment Bankers

Chicago Business Transition Consultants

We are headquartered in Chicago, Illinois but provide exit planning advisory services to small and mid-sized businesses around the country.

Similarly, the trusted advisors we work with our located throughout the United States.

We know that failure to prepare is extremely costly for business owners at the time of exit. Our Chicago business transtion consultants are passionate about ensuring that business owners are able to achieve a successful business exit that meets their objectives.

If you are a trusted advisor who is interested in a more proactive, collaborative approach in serving your business owner clients, we welcome the opportunity to discuss a parternship between our two firms.

As a professional advisor to business owners, you know that building relationships with other trusted advisors is key to serving your clients and to growing your business. In a crowded market, a partnership with Sun Exit Advisors can help set you apart from the competition.

To learn more about how we can assist you, please contact Ted Thomas, Managing Partner, at 773-243-1603.