PT Marketing Programs

Exit Planning & Business Succession

Do you work with Business Owners on ways to exit their business successfully? Do you handle topics like transition planning, wealth preservation, and tax minimization? Are you making the most of this revenue-generating opportunity?

We capture Decision Makers' interest by discussing:

  • The specific expertise you have in the exit planning field
  • Appropriate valuation of their business
  • Maximization of cash flow for today and the future
  • Ways to grow their business until they step down
  • The ability to sell or pass on the business at the desired time
  • Successful implementation of plans that are established by the owner

Prospects typically ask how you can help them with their exit planning
needs. We position you as the expert by saying the following to your
prospects as part of our presentation:

(Client's Name) meets with you for 30 minutes to discuss your specific situation and ways to accomplish your goals. People don't plan to fail, but often fail to plan. You can be in control of the most important business and financial event in your lifetime.

What will I know about the Company to prepare for the meeting?

  • Business Owner name/Company name/Address
  • Number of partners
  • If the business is a family business and which family members are involved
  • Plans to pass the business on or to sell
  • Estimated time of retirement
  • Business Owner's and partner's ages
  • Number of employees
  • Website if applicable

80% of met appointments are rated highly qualified or qualified by our clients. Many of our clients are seeing an ROI that is two to three times their investment.

RESULTS MATTER

Our successful clients are able to differentiate themselves from other brokers in the marketplace by explaining ways they can control the escalating costs of business insurance and offer additional services that make the company more profitable and efficient. Successful clients also use our appointments as a door opener that leads to
numerous opportunities based on the Decision Maker's business situation and personal needs: employee benefits, business continuation, estate planning, executive compensation, workers' compensation, self-funding, basic insurance needs, etc.