How We Work With Trusted Advisors

If you work with small to middle market businesses, partnering with Sun Exit Advisors may be of interest to you.

Whether they realize it or not, many of your clients need comprehensive solutions in the area of exit planning. While you have substantial experience with certain aspects of exit planning, our business transition advisors bring a structured process to exit planning that is comprehensive in nature. We partner with you to offer this service.

Our process keeps you fully vested in the process and typically leads to an expanded service role for your firm. The exit plans we prepare include a detailed list of strategic tasks that need to be addressed by our client's preexisting trusted advisors. In other words, we are not competitive to your offerings but instead serve as a facilitator that defines priorities and keeps things on the right track.

In some cases, our clients have a gap in their trusted advisor team. For example, a client may not have a relationship with an estate planner, a business appraiser or a good wealth management company. In these instances, we look to our network of trusted advisors and will bring in the best advisor to serve our client's needs. In the same fashion, we are brought in by trusted advisors to assist them when clients start to think about exit planning.

In short, an alliance with Sun Exit Advisors will not only help your value proposition to clients, but may assist you in creating new revenue streams that derive from the exit plans we prepare for your clients.

For more information on how Sun Exit Advisors can partner with you, please call us at 773-243-1603 or simply request an initial meeting with our exit planning consultants.