Menu Close

Our Customers

Business Owner

Because exit planning can apply to almost any business, our business owner customers come from many different industries, including manufacturing, distribution, technology, medical, retail, and services industries.

Our business owner customers typically come from small to medium sized businesses, from companies who have only been established for a few years to companies that have been around for multiple decades or even multiple family generations.

These companies can be family-owned businesses, individually owned businesses, or corporations with multiple owners.

The one thing that our business owners have in common is their desire to learn more about how to improve the value of their business and/or to become more aware of the many different processes and issues that are involved in creating and implementing an effective exit plan.

Professional Service Providers

Our Professional Services Provider customer typically come from service companies that provide services in support of exit planning. These include:

  • Financial Planners
  • Wealth Manager
  • Business Brokers
  • M&A Intermediaries
  • Business Attorneys
  • Accounting Firms
  • Insurance Brokers
  • Business Advisory Firms

What these service companies understand is the importance of being a trusted advisor to their clients and understand the limited amount of time that a business owner has in dealing with important business strategies. The Exit Architect® Academy provides such a platform that enables the service providers to provide an important value-added service and also to provide critical information about exit planning to their clients in a cost-effective and time-effective manner.