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Exit Architect® Alliance

The Exit Architect® Alliance is a coalition of professional service providers who have banded together to improve and expand their capabilities to deliver exit and transition planning services to their business clients. Members can come from a broad range of practice areas, including:

members of the Alliance
  • Exit Planning Professionals
  • Value Enhancement Advisors, including Certified Value Builder Advisors (CVB’s)
  • Certified Exit Planners (CEPA’s)
  • M&A Professionals
  • Business Coaches
  • Financial Planners and Wealth Managers
  • Accountants
  • Business Transactional Attorneys

Members of The Exit Architect® Alliance are committed to work together to deliver the best possible professional service to their clients and to use complementary services provided by other members of the alliance. Each member understands that education of their clients is one of the major components of their services and has committed to use educational content from the Exit Architect® Academy.

Members may be Academy Guides, they may be contributors of specialized exit planning services, or they may be businesses that have developed customized, branded version of the Academy. Members are encouraged to submit unbranded content to the Academy in order to expand the educational content available through the Academy. Members who are Guides with the Academy can benefit from national marketing campaigns promoted by the Alliance.

To learn more about the Exit Architect® Alliance, please download our Alliance Brochure.

The Academy and the Exit Academy® Alliance can provide the following services:

  • Trains Academy Guides in the use of Academy and its educational materials.
  • Provides initial member administration for Academy Guides.
  • Provides administration training for Academy Guides.
  • Assists in the creation of private content of individual Academy Guides.
  • Creates branded, white-labeled versions of the Academy for those businesses desiring to brand their educational materials.
  • Provides a platform for information exchange.
  • Provides a vehicle for generation of lead flow to alliance members for their services.
  • Provides a vehicle for the generation of referral fees and revenue sharing between alliance members.
  • Provides a platform of training materials to employees of professional service companies.
  • Provides assistance in helping alliance members with improving their marketing and service delivery methods.
  • Hosts and maintains the Learning Management System (LMS) platform that provides the educational information and membership management for the Academy.
  • Provides leads to Academy Guides from the Academy’s marketing and advertising programs. Provides delivery resources to assist Alliance members in supporting their client’s needs