As an accountant, you play a key leadership role on the business owner’s advisory team, but your clients may have professional needs beyond the scope of your services. By utilizing Apex Exit Advisors’ expertise, you can collaborate with trusted professionals to deliver a full service approach to exit planning and help your clients become more successful.
Whether your clients are considering a transition out of their businesses in the near-term or years in the future, the big picture planning process has immediate value and provides a huge payoff.
Apex Exit Advisors’ planning scope benefits your client by:
- Integrating different professional expertise into one planning process
- Increasing the value of their business by strengthening value drivers
- Mitigating risk that can slow or kill a business
- Diversifying personal wealth
- Determining the optimal exit channel
- Increasing the salability of the business
- Maximizing the after-tax value of the business upon exit
As business owners, your clients are busy and may often overlook the need for these expanded services. When we combine our expertise, your clients will achieve the best possible outcome.
Benefits to Working with Apex Exit Advisors:
- Get access to the expertise you need regarding business transition and exit planning, boosting your value to your clients
- Expand your own area of expertise
- Create more value-added work for your firm
- Enhance your relationship with your clients and improve retention
- Improve your chances of continuing with the new owner as you create a relationship during the transition process
- Help your clients achieve their goals
A collaborative team creates symmetry and solves problems, ultimately providing the best solution for clients.
If you have a client who wants to increase the value of their business or might be considering a business sale or transition, Apex Exit can accompany you to an initial consultation to discuss goals and objectives and help your client understand the exit planning process. The initial consultation is free, and if required, we are willing to sign a non-competitive agreement.
to learn how we can work together to advance solutions for your clients as well as yourself.
