Becoming An Exit Planning Advisor

Heads up: This page includes affiliate links. If you make a purchase using the links below, we may receive a small commission at zero cost to you. We only recommend tools that we’ve personally vetted and love.


Business owners looking to plan their exit need to consider more than just their personal life.

How many advisors can provide both retirement planning and business exit planning advice?

In this episode, Matt Halloran talks to John Brown, the Founder of Business Enterprise Institute, on becoming an exit planner. John shares his journey to becoming an exit planner and his advice for advisors looking to learn more about exit planning advice.

John discusses:

  • The difference between large- and small-business exit planning
  • The first step to creating a personal and professional exit strategy
  • Two proven ways to let your clientbase know that you’re ready to help them with exit planning
  • Ways for advisors to expand their knowledge and provide more information for their clients



Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store