Nominated: 2020 BXO Advisor Network

Most CEPA's utilize their credentials to either be known as a leader in the exit planning space or to demonstrate expertise to business owners. Building a consulting business based on exit planning weights heavily on  your  ability to facilitate, guide and manage an Exit from start to finish. Your success depends on a scalable process that enables your company to run multiple exit engagements simultaneously. Do you have a process that can support growth and success?

The benefits of being a CEPA is not only being able to help your clients. It's also the ability to have multiple revenue streams. These revenue streams are areas that guide a business owner through the three phases of an exit. Do you know the proper revenue model for your business? Do you know what those potential revenue streams are?

The ability to build or select the proper platform for your business is key. Based on statistics about business transitions, their are more people looking to become Exit Planning Advisors. Having the credentials are only the starting point of building your practice. The company you choose or build has a direct impact on the type of clients you attract, as well as, your ability to form the proper network needed to create deal teams and service your clients. Do advisors and/or industry experts want to plug in to your platform? Can you compete with the other platforms promoting exit planning? What type of business owners will be attracted to your platform?