Legendary Advisor Resources

Your Complete Exit Planning Toolkit: Start Conversations That Create $10M+ AUM Opportunities

Download the frameworks top advisors are using to unlock business owner relationships—without becoming an M&A expert

"*" indicates required fields

Name*

First Name Last Name

Email*

Most business owners spend decades building their company, only to leave millions on the table when it’s time to exit. Not because their business wasn’t valuable, but because they didn’t have a proven roadmap to maximize that value and execute with precision.

The truth is, your exit planning should have started yesterday. Every day without a strategic plan is a day your business becomes more dependent on you, more vulnerable to market shifts, and less attractive to sophisticated buyers who can pay premium multiples.

What You're Getting (And How to Use It Monday Morning)

You just learned the mindset shift that changes everything: Focus on the owner, not the exit.

Now it’s time to put it into practice.

Inside your toolkit, you’ll find everything you need to start having breakthrough conversations with business owner clients:

📋 The Personal Vision Discovery Questions

10 powerful questions that help owners build vision in living color for their post-sale life. Use these in your next planning meeting to uncover what they’re really working toward. When you help them see what they’re moving toward with radical clarity, NOT preparing becomes painful.

🚧 The 5 Roadblocks Quick Reference Guide

The exact language to break through the five excuses that keep owners stuck in “someday” mode. Keep this at your desk. When you hear “we just need to grow a little bit more” or “I’m too busy right now,” you’ll know exactly how to respond.

🗺️ The 19-Step Legendary Exit Blueprint

The complete roadmap from “I might want to exit someday” to “I’m ready, my business is optimized, and I’m getting maximum value.” Share this with clients to show them there’s a proven process—and position yourself as the guide who can orchestrate it.

🤝 The Partnership Program Overview

How advisors at wirehouses, regional firms, and independent RIAs are partnering with specialists to serve business owners confidently—without trying to become exit planning experts themselves.

Here's What Happens When You Use These Tools

Within the next 7 days, you’ll have a business owner conversation that goes deeper than it ever has before.

Instead of surface-level talk about “someday” exiting, you’ll uncover:

What they really want their life to look like (not just vague “retirement”)
The specific gaps holding them back from living well TODAY
The profit, time, and value they’re leaving on the table right now
Whether they’re ready to invest in solving these problems

Within the next 30 days, you’ll identify at least one high-value client who needs exit planning—and you’ll know exactly how to position the conversation.

Within the next 90 days, you could be partnering on your first exit engagement—positioning yourself at the center of a $10M-$100M wealth transfer event instead of watching it happen from the sidelines.

This Isn't Just Theory—It's Proven

The frameworks in this toolkit are the same ones we use with business owners running $5M-$100M+ companies. They work because they:

✓ Start with the owner’s personal aspirations, not business mechanics

✓ Create dissonance between the life they want and the life they’re living

✓ Make the cost of inaction tangible (profit gap, time gap, value gap)

✓ Provide a clear roadmap instead of adding to the overwhelm

And they work whether you’re having the conversation yourself or bringing in a partner to help implement.

Two Paths Forward (Pick the One That Fits)

Path 1: Use the Tools with Your Clients

Download the toolkit. Start using the discovery questions and roadblock responses in your client meetings. See what happens when you lead with the owner instead of the exit. These are yours to keep and use—no strings attached.

Path 2: Partner on Your Next Business Owner Engagement

If you have a business owner client who:

Has mentioned wanting to exit “someday” but someday keeps getting pushed out
Is frustrated with profit, team, time, or their role in the business
Doesn’t have a clear plan and would benefit from a proven roadmap

Let’s have a conversation.

Not a sales pitch. Just a 20-minute discussion about whether a partnership makes sense for that specific client.

We’ll tell you honestly whether we’re a fit. If we are, we’ll map out what the engagement would look like and how we’d work together. If we’re not, we’ll point you to someone who might be a better fit.

The Bottom Line

The business owners in your book are sitting on the largest asset they’ll ever have. Most of them have no plan to maximize it.

You can keep hoping they figure it out on their own. You can keep referring them to brokers and watching the relationship disappear.

Or you can become the advisor who actually helps them get what they want—using the frameworks in this toolkit and partnering with specialists who know how to implement.

The tools are in your hands. The opportunity is right in front of you.

Download your toolkit above and start using it Tomorrow.