Trusted Advisor Program
Strategic Exit Advisors’ Trusted Advisor Program is designed to help advisors strengthen relationships with entrepreneurial business owners by providing clarity, education, and insight into the M&A process. We serve as a resource to support your clients while reinforcing your role as their top trusted advisor.
Through collaborative engagement, market education, and disciplined execution, we help advisors guide clients through complex decisions around value, readiness, and long-term outcomes.
A Resource for
Trusted Advisors
Strategic Exit Advisors partners with Trusted Advisors to deliver M&A insight tailored to each client’s unique situation. Our goal is to equip advisors with the tools, data, and perspective needed to confidently lead conversations around business value, transition planning, and exit strategy.
We welcome the opportunity to share our experience, support your client relationships, and help you stay in the driver’s seat.
How We Support Advisors and Their Clients
Educate
Educate advisors and their clients on the private capital market landscape, M&A trends, and how buyers evaluate businesses.
Empower
Provide relevant M&A market data to support informed conversations and confident decision-making with clients and prospective clients.
Estimate
Estimate the market value of a client’s business and explain the factors that influence valuation.
Evaluate
Evaluate a client’s readiness for a sale process and identify areas to strengthen before going to market.
People, Culture,
and Legacy
Many entrepreneurs are motivated by more than just financial outcomes. Our process helps advisors address questions such as:
- Do you have people you feel responsible for taking care of?
- Are you concerned about your employees’ future?
- Have you built a strong company culture you want to preserve?
- Is the legacy of the business important to you?
We help advisors guide these conversations with intention and clarity.
Financial Wellbeing
Strategic Exit Advisors’ Trusted Advisor Program is designed to help advisors strengthen relationships with entrepreneurial business owners by providing clarity, education, and insight into the M&A process. We serve as a resource to support your clients while reinforcing your role as their top trusted advisor.
Through collaborative engagement, market education, and disciplined execution, we help advisors guide clients through complex decisions around value, readiness, and long-term outcomes.
Unsolicited Offers and Market Interest
Entrepreneurs are often approached before they are prepared. We help advisors support clients who have:
- Received unsolicited inquiries to buy their business
- Received a written offer or Letter of Intent
- Attempted a sale that fell through
- Been approached by a competitor
We help bring structure, perspective, and process to situations that are often reactive and high-stakes.
Common Situations Where Our Expertise
Adds Value
Strategic Exit Advisors adds the most value when entrepreneurs are navigating uncertainty, evaluating options, or preparing for a transition. Our role is to support advisors by providing clarity, discipline, and execution at every stage of the M&A journey.
Schedule a Lunch & Learn
We invite Trusted Advisors to schedule a Lunch & Learn with our team. This session is designed to share M&A insights, answer questions, and provide practical tools you can immediately use with your clients.
