Financial Advisors

You provide an important service to your clients, but when it comes to your clients’ greatest asset, their businesses, a collaborative approach provides the best outcome for them and you.

Your clients look to you to help them alleviate one of their great fears: having adequate financial resources to retire. With clients who are business owners, the answer may not be so clear cut and probably includes the transition or sale of the business. By collaborating with Apex Exit Advisors, you are better positioned to help your clients understand their readiness (both financial and personal) to transition out of their businesses. You are a key player on the team; our role is to allow you to leverage your expertise and provide the choices and best possible solution.

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
  • Determining the optimal exit channel
  • Increasing the salability of the business
  • Maximizing the after-tax value of the business upon exit

We’ll be a trusted advisor who helps your client implement the plan and avoid the pitfalls that may accompany business sale or transition, including family or employee conflicts.

Benefits to Working with Apex Exit Advisors:

  • Expand your relationships with your clients and increase the value-added services you can offer, benefitting you both
  • Help your clients create a thorough, workable and collaborative exit plan that helps increase overall success
  • Be part of an integrated process, so you receive the benefit of the greatest net transaction proceeds
  • Increase your own client base by interacting with second-generation family members during the transition and help ensure the investments stay with your firm
  • Provide expanded services to your client, family members, and key employees
  • Set yourself apart from your competitors as part of an integrated business transition team

A collaborative team creates symmetry and solves problems, ultimately providing the best solution for clients.

If you have a client considering business sale or transition, you can arrange for Apex Exit to accompany you to an initial consultation to discuss goals and objectives and help the client understand the planning process. The 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.