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
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
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,
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 Reputation works differently for an exit planning advisor than it does for a dentist or a plumber. Your clients sell their company
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 Exit planning is a trust purchase made once in an owner’s life. The business owner is deciding who to let inside the
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
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
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 Exit planning is a long game. A business owner might sit on your list for three or four years before a health
How Exit Planners Can Use an Exit-Readiness Assessment to Generate Leads By Christoph Olivier, Founder, CO Consulting. Last reviewed: July 2026 Most exit planners chase
How Exit Planning Advisors Build Centers-of-Influence Referral Relationships By Christoph Olivier, Founder, CO Consulting Last reviewed: July 2026 Exit planning is a team sport. No
How to Niche and Position Your Exit Planning Practice By Christoph Olivier, Founder, CO Consulting Last reviewed: July 2026 Most exit planning advisors introduce themselves
7 Marketing Mistakes Exit Planning Advisors Make (and How to Fix Them) By Christoph Olivier, Founder, CO Consulting Last reviewed: July 2026 Exit planning is
Marketing Ideas for Exit Planning Advisors By Christoph Olivier, Founder, CO Consulting Last reviewed: July 2026 Exit planning is not a transaction you market. It
How Do Exit Planning Advisors Get Clients? By Christoph Olivier, Founder, CO ConsultingLast reviewed: July 2026 Exit planning advisors get clients mostly through referrals from
