Mastermind Group for Exit Planning

Take Your Practice to the Next Level by Mastering Business Transitions

As a financial advisor—or a Certified Exit Planner—you already know the tremendous value locked in the businesses of successful entrepreneurs. Whether it’s planning an external sale, structuring an Employee Acquisition Plan (EAP), or helping a business owner transition into semi-retirement, the opportunities are vast. But knowledge alone isn’t enough.

Many advisors find that even after earning exit-planning certifications, generating meaningful business in this area remains challenging. That’s where our Mastermind Group comes in—connecting like-minded advisors who want to build thriving practices around business owner transitions.

Why Join This Mastermind Group?

1. Turn Theory into Action

A certification is a great start, but it takes playbooks, marketing systems, and processes to gain traction with business owners. In this group, we’ll build those systems together so you can attract more business opportunities.

2. Collaborate with Peers & Industry Experts

Gain insights from successful advisors and outside specialists in the exit-planning field. We focus on practical strategies—not just technical knowledge—ensuring you grow your business while delivering exceptional value to clients.

3. Tailored for Growth-Focused Advisors

Whether you’re advising on a sale, external or internal transfer, or retirement, this group focuses on business generation, capacity building, and client success—not just theory.

Build repeatable processes for attracting, onboarding, and serving business-owner clients efficiently.

What You’ll Get?

  • Marketing & Business Development Strategies: Learn how to attract and engage business owners as they plan for life transitions.

  • Tools to Build Your Playbook: Develop systems for managing business-owner clients, from first engagement to successful transition.

  • Ongoing Professional Development: Stay current on trends, strategies, and resources in exit planning and business-owner advising.

  • Accountability and Support: Tap into the experience of fellow advisors who share your goals and challenges.

Why Mastermind?

You don’t have to navigate the complexities of business transitions alone. This mastermind group offers a unique opportunity to accelerate your success by learning from the experiences—both successes and failures—of other advisors working toward the same goals.

Our sessions aren’t just about technical details; they focus on real-world business development:

  • When and how to market your services effectively
  • What practices and policies create the most traction with business owners
  • How to scale your practice by leveraging outside resources and building internal capacity

Join a Community
Built for Success

This group is designed for financial advisors ready to go beyond certification and take their work with business owners to the next level. Whether you’re looking to build expertise, refine your processes, or grow your firm, this mastermind will provide the tools, insights, and connections you need.

Are you ready to stand out as the advisor of choice for business owners in transition?

Join the Mastermind Group Today and take the next step in transforming your advisory practice!

Our Mastermind Format

The group will meet every four weeks for a 3-hour session to accelerate growth. While the group should drive the Mastermind, other groups have found success with the following outline for the meeting:

1. Pre-planned Content

Pre-planned Content

Targeted subject matter content based on the group’s needs.

2. Success & Challenges

Success & Challenges

Members will share their recent wins and obstacles, receiving feedback and ideas to turn challenges into successes and amplify existing wins.

3. Goal Setting & Accountability

Goal Setting & Accountability

The final section will focus on goal setting for the upcoming month, with a review of goals set in the previous session to help with accountability and progress.

Join Our Waiting List

Ready to take your practice to the next level and enjoy the success you have worked so hard for? Sign up for our waiting list today and secure your place in this transformative mastermind group.