CEPA costs $3,500 list ($2,400 promo to Nov 30, 2026), exam and year-one dues included, then $495/yr. 3-year totals vs CExP, CBEC, CM&AA and CVGA.

A 75-minute, 14-slide owner workshop for exit planning advisors: thank-the-room intro scripts, Q3 2026 BizBuySell and Census data, scorecard, invite email.

Consultation Agenda Template for Advisors: ready-to-use examples you can copy, adapt, and send, each with a when-to-use note and compliance guardrails buil

Quarterly Check-In Email Templates for Advisors: ready-to-use examples you can copy, adapt, and send, each with a when-to-use note and compliance guardrail

Referral Partner One-Pager Template for Advisors: ready-to-use examples you can copy, adapt, and send, each with a when-to-use note and compliance guardrai

Business Exit Readiness Checklist for Advisors: ready-to-use examples you can copy, adapt, and send, each with a when-to-use note and compliance guardrails

Business Owner Outreach Email Templates for Advisors: ready-to-use examples you can copy, adapt, and send, each with a when-to-use note and compliance guar

Referral Request Scripts for Advisors: ready-to-use examples you can copy, adapt, and send, each with a when-to-use note and compliance guardrails built in

Proposal Template for Advisors: ready-to-use examples you can copy, adapt, and send, each with a when-to-use note and compliance guardrails built in.

LinkedIn Message Templates for Advisors: ready-to-use examples you can copy, adapt, and send, each with a when-to-use note and compliance guardrails built

How exit planning advisors can use speaking engagements and keynotes to build authority, fill a pipeline, and win business owner clients while staying comp

How an exit planning advisor builds a professional brand visual identity that earns owner trust, stays compliant, and supports a clean deal.

A quarter-by-quarter seasonal marketing plan for exit planning advisors, built around the owner’s fiscal calendar, tax deadlines, and deal cycle.

Advisor retargeting ads for exit planners: URL rules for valuation and readiness tools, LinkedIn owner targeting, Meta and SEC rules, sample ad copy.

How exit planning advisors use targeted direct mail to reach business owners, what to send, how to sequence it, and the SEC rules that apply.

Map the client journey for your exit planning firm to find and fix marketing gaps, from first click to signed engagement. Practical and compliant.

How to optimize your Google Business Profile and local search as an exit planning advisor: categories, reviews, NAP, and compliance lines to watch.

How exit planning advisors build an audience and referral community that stays compliant, earns owner trust, and feeds a steady deal pipeline.

How exit planning advisors present proposals and pricing so more owners say yes: phased fees, live delivery, and the compliance lines to respect.

Exit planning for a PR firm: 4.4x to 8.1x EBITDA multiples, a buyer scorecard, 24-month plan and earnouts. Plus pitch templates and SEC rules for advisors.

A practical playbook for exit planning advisors: build a referral pipeline through the right rooms, partners, and events, within SEC marketing rules.

How exit planning advisors use marketing automation and workflows to stay in front of owners over a long sale cycle without losing the personal touch.

Build brand messaging and positioning that wins the right business owners for your exit planning practice, with the compliance guardrails advisors need.

How exit planning advisors use video and YouTube to build trust, win consultations, and stay inside SEC marketing and M&A broker rules.

How exit planning advisors build referral networks that produce qualified owner introductions, plus the compliance guardrails that matter.

How exit planning advisors run discovery calls and consultations that convert business owners into engaged clients, with a compliant, repeatable process.

How exit planning advisors use podcast guesting and hosting to build authority with business owners, plus the SEC and valuation-claim lines to respect.

How exit planning advisors choose a marketing tech stack: CRM, website, email, scheduling, analytics, and the compliance and archiving layer.

Build a marketing plan for your exit planning practice: positioning, offer, channels, conversion path, and SEC-aware compliance guardrails. No fluff.

A practical guide to choosing and sequencing marketing channels for exit planning advisors, with a channel mix, a scoring table, and compliance guardrails.

Build an annual marketing calendar for your exit planning practice: cadence, themes, channels, and the SEC guardrails owners and referral sources expect.

How exit planning advisors turn finished engagements into referrals and repeat work by treating client retention as a growth channel, within the rules.

Turn client onboarding into a marketing and referral engine for your exit planning practice, with a 90-day framework and compliance guardrails.

Exit planning for an ad or digital marketing agency: sourced 2026 EBITDA multiples, buyer diligence scorecard, CEPA vs CExP, M&A broker rules and fees.

How exit planning advisors build a personal brand and authority with business owners and referral sources, plus the compliance lines to respect.

Practical lead magnet ideas that pull qualified business owners toward an exit planning advisor, plus the compliance guardrails to build them right.

How exit planning advisors build a website that turns owners into booked consultations, with a conversion framework and compliance notes.

Check exit planning complaints in BrokerCheck, IAPD, SEC Action Lookup and PACER, read franchise FDD Items 19 to 21, plus advisor review rules and scripts.

How exit planning advisors run a CRM and deal pipeline to nurture business owners over a multi-year exit timeline, with stages, cadence, and compliance.

How exit planning advisors build authority and thought leadership to earn referrals from CPAs, attorneys, and business owners, with a compliance-aware play

The marketing KPIs an exit planning advisor should track, from lead quality to pipeline value, plus what to measure and what to ignore.

A practical guide for exit planning advisors on getting cited and recommended by ChatGPT, Google AI Overviews, and Perplexity.

How exit planning advisors run Google Ads that book qualified owner calls, stay inside SEC and Google policy, and avoid the money-wasting mistakes.

A practical, compliant email playbook for exit planning advisors: nurture owners, stay inside CAN-SPAM and the SEC Marketing Rule, and book calls.

How exit planning advisors turn an exit-readiness or value-gap assessment into a lead engine that quantifies the owner gap, creates urgency, and starts the engagement.

How exit planning advisors build centers-of-influence referral relationships: the CPA, M&A, and attorney playbook plus the compliance line.

How exit planning advisors choose a niche by industry, owner type, deal size, or stage, test it, reposition from generalist to specialist, stay compliant.

The 7 marketing mistakes exit planning advisors make against a multi-year buying window, plus the fixes: niche, COI referrals, and the value gap hook.

Practical marketing ideas for exit planning advisors: value-gap assessments, owner webinars, COI referrals, LinkedIn and long-cycle email nurture.

How exit planning advisors win clients: COI referrals, education-first content, readiness assessments, LinkedIn, and a 3-to-10-year nurture window.