By Christoph Olivier If you run a fund or raise capital, your tech stack is not the same as a general small-business setup. You handle
You advise business owners on the biggest transaction of their working lives, and that transaction can be three, five, or ten years out. Your tools
By Christoph Olivier If you coach or consult, your marketing tech stack is not a shopping list of famous tools. It is the small set
By Christoph Olivier You run a CPA or accounting practice, and somewhere along the way you accumulated a website, an email tool, a scheduling link,
A tax planning firm does not sell the same thing an accountant selling compliance work sells. You sell foresight: the work that changes what a
You run a fund or raise capital, and marketing does not work the way it does for a normal business. The product is a securities
By Christoph Olivier Most exit planning advisors get referred, not found. That works until the referral pipeline slows, a competing advisor starts publishing, or you
By Christoph Olivier Related: see our full guide to business coach marketing ideas. If you coach business owners or consult for a living, your marketing
By Christoph Olivier. Related: see our full guide to accounting firm marketing ideas. Most CPA and accounting firms do not lack marketing ideas. They lack
By Christoph Olivier Most tax planning firms do not have a lead problem. They have a channel problem. You are putting time into a newsletter,
If you raise capital for a fund, you do not get to pick marketing channels the way a consumer brand does. For you, the channel
Most exit planning advisors do not have a lead problem. They have a channel problem. They are spreading a small marketing budget and even less
By Christoph Olivier You probably do not have a traffic problem. You have a focus problem. Most business coaches and consultants try to show up
By Christoph Olivier Most CPA and accounting firms do not have a channel problem. They have a focus problem. The partner tries a little of
By Christoph Olivier Most tax planning firms market in bursts. You go quiet from May through October, then scramble to publish something in January when
Most fund managers do not have a marketing problem. They have a consistency problem. Capital gets raised in bursts, then communication goes quiet until the
By Christoph Olivier An exit planning practice does not sell an impulse purchase. A business owner decides to plan a sale over months or years,
By Christoph Olivier Most coaches and consultants market in bursts. A cohort fills up, so you go quiet. The cohort ends, you panic, and you
Marketing for a CPA and accounting firm lives and dies by the calendar. Your year already has a shape most industries never deal with: a
By Christoph Olivier Raising a fund is hard. Keeping the limited partners you already have is where the compounding happens, and most of that work
By Christoph Olivier You closed the commitment. The wire cleared. What the investor experiences in the next thirty days will shape whether they answer your
You can have a strong track record, a clean data room, and a well-priced fund, and still watch a promising investor conversation go quiet after
By Christoph Olivier A tax planning firm does not really sell a one-time deliverable. You sell a relationship that pays off over years of returns,
By Christoph Olivier You sell a service that is designed to end. Exit planning has a finish line written into the contract: the day your
By Christoph Olivier Most coaches and consultants pour their marketing budget into the top of the funnel: ads, webinars, cold outreach, and content aimed at
Most CPA and accounting firms pour their marketing budget into finding new clients. That makes sense during tax season, but it hides a cheaper source
By Christoph Olivier Most tax planning firms treat onboarding as paperwork. You send the engagement letter, gather documents, set up the portal, and start the
By Christoph Olivier Onboarding is the stretch between a signed engagement letter and the first real work you do for a business owner. For an
Most business coaches and consultants treat onboarding as paperwork. The client signs, pays, gets a welcome email, and books a first call. That is a
By Christoph Olivier Most CPA and accounting firms treat onboarding as paperwork. You send the engagement letter, request documents, set the client up in your
By Christoph Olivier If you run a fund or raise capital, you already feel the squeeze. You are expected to produce investor updates, thought leadership,
Most tax planning firms grow on referrals and reputation for years before marketing ever becomes a line item. Then something shifts. A partner wants to
Most fund managers do not have a marketing problem until they are already behind. You close a fund on relationships, referrals, and a warm network.
Most exit planning advisors do their own marketing for a long time, and for a long time that is the right call. You know your
You built a coaching or consulting practice on your own reputation. Referrals came in, you delivered results, and marketing was something you did in the
By Christoph Olivier Most CPA and accounting firms grow on referrals and reputation for years, then hit a wall. The partners are busy, the referral
By Christoph Olivier People do not hire a tax planning firm. They hire the person they trust to tell them the truth about their money.
Limited partners commit to people before they commit to a strategy. As a fund manager or general partner, your track record matters, but so does
Business owners do not wake up looking for an exit planning advisor. They wake up thinking about a health scare, a burned-out partner, an unsolicited
Most CPAs already have a brand. It just lives in other people’s heads, shaped by a few tax seasons, a couple of referrals, and whatever
If you coach founders or advise businesses, your name is the product. People do not hire a logo or a framework. They hire the person
By Christoph Olivier Most tax planning firms do not have a traffic problem. They have a qualification problem. People download the free thing, join the
You are not selling a widget. You are asking someone to wire six or seven figures into an offering they cannot easily exit, based on
By Christoph Olivier Most exit planning advisors have the same problem. The people you help are business owners who are years away from a sale,
Most coaches and consultants do not have a traffic problem. They have a qualification problem. Plenty of people download the free thing, join the list,
By Christoph Olivier Most lead magnets for accounting firms fail for the same reason: they attract people who want a free thing, not people who
Most tax planning firm websites read like a brochure and convert like one. They list services, show a headshot, and end with a phone number
Your website has two jobs that pull against each other. It has to make a sophisticated investor take you seriously, and it has to do
By Christoph Olivier A business owner researching how to sell or step back from a company they built is not shopping the way a retail
By Christoph Olivier If you coach founders or advise businesses, your website has one real job: turn a stranger who is quietly comparing you against
By Christoph Olivier Most accounting firm websites read like a brochure and convert like one. A prospect who just got a scary IRS notice, or
You sell an outcome nobody can touch before they buy. A prospect cannot test-drive your coaching the way they can test a car, so they
By Christoph Olivier You run a tax planning firm, and your prospects check reviews before they ever call. When someone is deciding who to trust
By Christoph Olivier Reputation works differently for an exit planning advisor than it does for a dentist or a plumber. Your clients sell their company
Most people choosing a CPA are nervous. They are handing you their tax return, their payroll, or their books, and they cannot judge your work
By Christoph Olivier If you raise capital for a fund or a deal, you already know the deck does not close the commitment. It opens
Most exit planning advisors lose deals to time, not to competitors. An owner asks a smart question at a networking event, gets a helpful answer,
By Christoph Olivier You run a tax planning firm, so your sales cycle does not look like a retailer’s. A prospect finds you in October,
By Christoph Olivier Most business coaches and consultants do not lose deals because their offer is weak. They lose deals because a warm lead filled
Most accounting firms do not lose prospects because their work is weak. They lose prospects because a first call never got a second touch, a
By Christoph Olivier If you raise capital or run a fund, your product is trust. An investor hands you money on the strength of your
By Christoph Olivier Exit planning is a trust purchase made once in an owner’s life. The business owner is deciding who to let inside the
Most tax planning firms measure the wrong things. They watch website visitors and social media followers, then wonder why the calendar is empty in March
Raising capital is a long-cycle sale to a small, sophisticated audience. A single limited partner can take months to move from first conversation to signed
Marketing for an exit planning advisor does not look like marketing for a high-volume financial product. You are not trying to fill a webinar with
If you coach or consult for a living, your marketing does not fail loudly. It fails quietly. You keep posting, keep sending emails, keep booking
By Christoph Olivier Most CPA and accounting firms do not have a marketing measurement problem because they lack data. They have one because they track
Webinars and live events are one of the most effective ways for a fund manager or capital raiser to build trust at scale. A single
By Christoph Olivier A prospect used to open Google, read a few titles, and click through to your site. Now a growing share of those
Every tax planning firm owner eventually asks the same question: what is the right number to put behind marketing? You are not selling a commodity.
By Christoph Olivier If you run a coaching or consulting practice, marketing budget is one of the hardest numbers to set. You are the product,
By Christoph Olivier Most accounting firms grow on referrals and long relationships, so the marketing budget question can feel awkward. You are not selling a
You run a fund or you raise capital for one, and more of your prospective LPs now start their research inside an AI assistant instead
By Christoph Olivier A business owner thinking about selling no longer starts with a referral or a Google search. More often they open ChatGPT, type
By Christoph Olivier When a prospect asks ChatGPT for “the best business coach for early-stage founders” or types a coaching question into Google and reads
By Christoph Olivier When a business owner asks ChatGPT to explain the difference between an S corp and an LLC, or asks Perplexity which accounting
Most tax planning firms do not have a demand problem. They have a predictability problem. Referrals come in waves, the phone goes quiet after April,
By Christoph Olivier Most CPA firms do not have a lead generation problem so much as a lead generation habit problem. Work comes in through
Most business coaches sell time, expertise, and a promise of change. That makes lead generation harder than it looks. You are not selling a widget
Exit planning has a search problem that most advisors misread. The business owner who needs you is not typing “exit planning advisor.” They are typing
By Christoph Olivier Most business coaches run into the same wall with Google Ads. The people searching for a coach are ready to buy, but
Most tax planning firms treat Facebook and Instagram as a place to post the occasional office photo, then wonder why the phone stays quiet. Meta
Most accounting firms treat Facebook and Instagram ads as a coin flip. You boost a post, spend a few hundred dollars, get a handful of
Most tax planning firms sit on the single best marketing asset in their industry and barely touch it. You already have a client list, a
By Christoph Olivier Exit planning is a long game. A business owner might sit on your list for three or four years before a health
By Christoph Olivier Most CPA firms own the best email list in their market and barely use it. You have current clients, former clients, referral
By Christoph Olivier. Published 2026-07-31. Original first-party dataset. This is an original performance study of small business websites in the United States. Between the crawl
US Advertising and Marketing Industry Statistics 2026: Revenue, Employment, and Wages By Christoph Olivier. Published 2026-07-31. Last updated 2026-07-31. This briefing measures the economics of
Consumer Trust in Advertising and Marketing Statistics for 2026 By Christoph Olivier Published July 31, 2026. Last updated July 31, 2026. This briefing compiles verified,
FTC Advertising and Endorsement Enforcement: 12 Compliance Statistics for 2026 By Christoph Olivier | Published 2026-07-26 | Last updated 2026-07-26 This briefing is informational and
Marketing Employment and Salary Statistics 2026: 45 Verified Data Points From the U.S. Bureau of Labor Statistics By Christoph Olivier Published July 23, 2026. Wage
CMO and Marketing Budget Statistics 2026: Verified Benchmarks From Gartner and The CMO Survey By Christoph Olivier Published July 25, 2026. Last updated August 9,
Social Media Marketing Statistics 2026: Adoption, Demographics, Time Spent, and Ad Spend By Christoph Olivier. Published July 25, 2026. Last updated July 25, 2026. This
US Digital Advertising Spend: 42 Statistics, Trends, and Data Points for 2026 By Christoph Olivier Published July 23, 2026. Last updated July 25, 2026. This
The AI Search Readiness Study 2026: 15 Data Points on How Small-Business Websites Score for AI Citation By Christoph Olivier. Published July 23, 2026. Last
Marketing Cost & CAC Benchmark by Industry 2026: The True Cost Per Acquired Client By Christoph Olivier · Published 2026-07-23 · Updated 2026-07-23 · Christoph
How Fund Managers Can Build a GP Brand and Thought Leadership By Christoph Olivier, Founder, CO Consulting Last reviewed: July 2026 A GP brand is
Reg D 506(b) vs 506(c): What Fund Managers Can and Cannot Do in Marketing By Christoph Olivier, Founder, CO Consulting Last reviewed: July 2026 The
How Fund Managers Can Build LP Relationships and an Investor Pipeline By Christoph Olivier, Founder, CO Consulting. Last reviewed: July 2026 Fund managers build LP
Marketing Mistakes Fund Managers and Capital Raisers Make By Christoph Olivier, Founder, CO Consulting Last reviewed: July 2026 Most marketing mistakes cost you a lead.
