You can now offer clients several weeks worth of discovery in less than an hour

Preferred pricing for your clients. CEPA-grade tools backed by CEPA and CVBA expertise.

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Flowchart of the Value Acceleration Methodology, showing the stages of Discover, Prepare, and Decide for business growth.

If you are a CEPA (Certified Exit Planning Advisor) you know this diagram well. If you're not a CEPA, you may have seen it around. It is EPI's comprehensive Value Acceleration Methodology (VAM) - the most respected exit planning process in the world. It takes both commitment and time to execute. Our NEXIT assessments can reduce the time it takes to complete "The Discover Gate" from weeks to less than an hour.


If you are a CEPA struggling to get clients to invest the time and resources to start the VAM process, NEXIT assessments remove those barriers. If you are not a CEPA but are a financial planner or wealth manager who wants to help your clients grow the chips they are still playing with in addition to existing AUM, this is your ticket.


Every advisor has experienced or knows someone who has experienced the loss of discretionary AUM from a business owner after the sale of their business because the advisor was not involved in the client's largest "AUM." We think exit planning starts with a financial plan and want to empower advisors to help their clients grow their largest asset.


Business owners trust their financial advisor more than any other professional for advice on selling their business. But 55% expect you to start that conversation. Wait for them, and attorneys, CPAs, and bankers fill the space you left open.

CEPA, the Value Acceleration Methodology and the diagram above are all copyrighted by the Exit Planning Institute and are used here only in support of our work as an EPI Certified Exit Planning Advisor. To become a CEPA, click HERE

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Don't wait until you think your client "is ready" to talk about exit.

That is likely too late for both of you.


Apart from the fact that, according to the Exit Planning Institute, 50% of exits are unexpected, by the time your client "is ready" to think about it, they have likely left a large percentage of what they could be worth on the table because they didn't get started earlier. It's the magic of compounding in an exit planning scenario.


Your business-owner clients may not be ready to talk about it. That doesn't mean you can afford to wait.


  • 62% of business owners say they would consider leaving their financial advisor if the advisor adds no value during the preparation or sale of their business.
  • Only 4% of business owners say they are completely confident their current financial advisor is the right advisor for them both before and after the sale.
  • 72% expect their financial advisor to help them understand the true value of the business, maximize value at sale, and minimize taxes.

Your client doesn't have to be ready to sell. You have to be ready before someone else starts the conversation.


The danger isn't that your client wakes up tomorrow and decides to sell. The danger is that an investment banker, M&A advisor, attorney, CPA, or competing wealth advisor becomes relevant to your client's largest asset before you do. When the business eventually becomes liquid wealth, who do you think the owner is most likely to trust with it?


Source: Cornerstone Business Services, 2025 National Study on Selling Your Business (750 U.S. owners, $5M to $100M revenue)


The best way to help your clients (and you) win the value game is to start sooner.
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YOUR PARTNER IN CLIENT SUCCESS

Take your clients and your practice to another level

We make it easy and flexible for you to help your clients maximize value and wealth and differentiate your practice from other advisors.

Flexible Engagement

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We can handle as much or as little of the process and client communication as you want. These are your clients and we are your resource.

Preferred Client Pricing

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We can offer you personalized discount codes based on volume and other considerations that you can pass on to your clients as additional value.

Credentials and Credibility

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We bring 10+ years of value building experience along with CEPA, CVBA, and Accredited Value Guide endorsements. Our tools have been deployed by tens of thousands of business owners.

Post Assessment Support

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If our assessments uncover needs that your clients want to address beyond what you offer, we have a network of solutions that we can make available to you as an extension of your practice if needed or desired.

You can help clients unlock millions in business value, today

Any financial advisor or wealth manager works to grow the value of assets under management - the chips the owner has taken off the table. But what about the chips he or she is still playing with? Separate you and your practice from the pack.

As we've mentioned, at some point, that owner is going to convert some or all of that business enterprise into AUM for whoever has been involved with growing the value of that exit from the beginning.


If you're not part of the conversation about your client's largest asset, eventually someone else will be.