Ken Stiefler, CExP™

Certified Exit Planner

Don't wait until you read the paper to learn that one of your key customers has sold their business...

When a Business Owner Wants to Exit their Business -- Do You Know How To Retain The New Owner as a Client?

Dear ,

You can prevent the loss of profitable customers, the ones responsible for tens of thousands, or hundreds of thousands of annual bank profits.

Instead of losing the customer, you can provide additional services to the current owner, and maintain a commercial relationship with the new owner.

Stop this nightmare by offering a highly in-demand service.

According to the SBA, over 50% of business owners will exit their business in the next five years, and " At any given time, 40 % of U.S. businesses are facing the transfer of ownership issue."

Ask yourself...

When a customer plans to exit their business, do you know what you need to do to maintain a commercial relationship with the new owner?

If you don't have an answer to this question, you're risking your bottom line and your clients too!

Now ask yourself...

How would you feel if there was a risk-free way for you to prevent the loss of your profitable business owner clients; a way to increase your clients services portfolio, by selling more products to your existing customers; and to attract new high-quality profitable customers -- all at the same time?

What's more, this solution won't cost you any money.

You Can Protect Your Bottom Line By Taking One Simple Step

Since a large portion of your existing business owner customers will leave their businesses in the next 3 to 10 years based on solid statistical demographics, you need to talk to them about exit planning now.

Don't wait for your customers to approach you. Most won't. Others will wait until it's too late for exit planning to be effective.

Take the initiative and talk about exit planning. Your customers maximize the amount they get for their business. You increase profits.

Why is Exit Planning So Important To Your Bottom Line?

Your bottom line suffers if you lose just one highly profitable customer. Talk about exit planning and you avoid needlessly losing a customer. Keep that customer, protect your bottom line.

By making your customers aware that you provide exit planning services, you solve a common problem -- that of not knowing which customers are planning on leaving their businesses.

Right now, customers are thinking about selling their businesses, and are reluctant to tell you.

By telling them you can offer exit planning services, you eliminate their reluctance. Show them how you can help throughout the entire transition process. By doing so, a possible former customer becomes a loyal customer.

Sell More Services to Existing and New Customers

To achieve their exit objectives, your business clients will ask you for additional services before and after the transition.

In addition...

By being an active participant through the whole transfer process, you'll have a much better chance of maintaining a commercial relationship with the new owners.

Finally, as it becomes known that you offer exit planning services, you'll attract new business.

All of this is made possible just by letting your clients know you have access to a proven system to help them with their exit planning needs.

Currently in the U.S., there are 9.2 million owners of over 7 million established small businesses. Of these owners, more than half are older than 50. Soon, these owners will need exit planning services.

The number of owners leaving their businesses now is just the tip of the iceberg. Think of the potential demand for financing and other services as more owners plan to exit their businesses.

When you offer exit planning services now, you have a head start. When your competition finally "wakes up", you're already established as the bank to go to for exit planning services.

Team with eXITSTM, and Retain Your Key Commercial Clients

My firm, eXITS LLC specializes in Exit Planning.

We'll show your customers a proven process to successfully exit their businesses.

This process was developed by John H. Brown, recognized as the nation's leading expert on exit planning. John has created this system using input from hundreds of advisors from multiple disciplines as well as his 30 years experience working with businesses nationwide.

By following this process, owners of thousands of businesses have been able to exit their businesses on their terms.

As a member, you'll be able to share this with your customers.

It's Easy to Get Started

Here's how you and your bank can participate.

First, you do your due diligence on me and my company and my associates. When every thing checks out OK for you, you indicate you'd like to join my network of exit planning advisors.

Next, all you need to do is provide a room at your branch for the meeting and invite your customers and prospective customers to a special Executive Business Briefing. We'll come in monthly, and talk to 8 to 10 business owners that are planning on selling their business in the next 3 years or so.

Alternatively you can simply send them to regular Executive Business Owner Briefings we hold in our offices.

That's all you need to do - you continue to focus on your core business. The role I perform is to manage and coordinate the overall exit planning process for your valued clients.

When your bank is a member of my team...

Unlike most other banks, you'll know when key customers are planning on selling their business.

And, for those interested in leaving their business, you'll be able to introduce them to a qualified team of professionals who will never have a conflict with your own business interests.

If you don't offer exit planning you miss the opportunity to.

  • Provide additional financing
  • Invest the proceeds
  • Administer retirement plans
  • Keep a customer
  • Set yourself apart from other banks and lenders

By introducing our exit planning teams services to your clients, you'll have a risk-free way to maintain your bottom line with very little effort on your part.


Do Nothing And You Risk What You've Worked So Hard To Build

Just think what it would mean to your bottom line if you saved just one key commercial customer that you might lose otherwise.

Imagine that, instead of losing the customer, you provided additional, highly profitable services.

Finally, what would it mean if you saved just a few of these business 'sellers' each year?

You can't afford to wait to offer exit planning services. Right now, you have some customers planning to leave their business. Now is the time you must speak to them -- before it's too late.

How To Get Started Offering Exit Planning Services To Your Business Owner Clients or Learn More

CALL NOW To Discover How Adding Exit Planning to Your Practice Can Become An Ongoing Profit Center

Adding Exit Planning Help To Your Services Will Give You The Combination Your Business Owner Clients Are Looking For

All you need to do is call me personally at, (303) 321-3970 to discover how we can work together for our mutual benefit. Feel free to ask me any questions you have.

If you're still skeptical, call anyway. Your bottom line is too important not to learn more.

Remember, by joining my team...

  • You'll learn how to increase your income by attracting new high quality clients.
  • You'll be doing the right thing for your clients. By introducing them to the exit planning process, they can leave their business with hundreds of thousands more income.
  • You'll generate more business by helping your clients with the exit planning process.
  • By being a key part of the exit planning process, you'll have a better chance of representing the new business owners.
  • You'll have access to a qualified team of professionals, who won't interfere with your core business.
  • And most importantly, you'll learn how to position yourself as the resource for your retiring clients.

Plus much more...

And, remember, there's no charge for you to add this service.

To your increased profits,

Ken Stiefler, CLU, ChFC, CExP™
President eXITS LLC

P.S. If you save just one key client that you might lose otherwise, it's worth your time.
Call me at (303) 321-3970 to maintain and increase your bottom line.

You'll be glad you did.

P.S.S. Why gamble with your future, add strategic exit planning as a value added service before your competition does.