Digital Download Archives - Exit Planners Survey https://exitplannerssurvey.com/product-category/digital-download/ How Exit Planners Work with Clients and Each Other Sun, 21 Apr 2024 01:26:53 +0000 en-US hourly 1 https://wordpress.org/?v=6.7 https://i0.wp.com/exitplannerssurvey.com/wp-content/uploads/2021/04/cropped-Blue-Compass-Icon2.png?fit=32%2C32&ssl=1 Digital Download Archives - Exit Planners Survey https://exitplannerssurvey.com/product-category/digital-download/ 32 32 191836837 2024 National Exit Planners Survey Report (Digital Download) https://exitplannerssurvey.com/product/2024-national-exit-planners-survey-report-digital-download/ Fri, 19 Apr 2024 18:26:41 +0000 https://exitplannerssurvey.com/?post_type=product&p=562 If you received a code for a free or discounted copy of the report, you will be able to enter your code at checkout.

This exit planners survey is the fourth annual review of both the industry and its practitioners. Advisors from 42 states, 6 countries and 4 Canadian provinces answered 35 questions about their marketing, practice structures, their clients, fees and methods. This 38-page report analyzes the responses by profession, size of practice, certifications and experience. If you want to better understand the industry and its practitioners, get your copy today.

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]]> The upcoming retirement of more than 3 million Baby Boomers from their businesses has led to the emergence of a professional subspecialty designed to cater to their specific needs. This subspecialty consists of a diverse group of professionals, including accountants, attorneys, consultants, coaches, and other advisors, who collectively form the exit planning industry. To gain a thorough understanding of the industry and its practitioners, an annual survey, now in its fourth year, has been conducted. This comprehensive survey aims to shed light on the ways in which exit planners collaborate with their clients and each other, providing valuable insights into the inner workings of this growing field as it supports entrepreneurs in their transition from business ownership.

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]]> 562 2023 National Exit Planners Survey Report (Digital Download) https://exitplannerssurvey.com/product/2023-national-exit-planners-survey-report-digital-download/ Tue, 27 Jun 2023 15:52:44 +0000 https://exitplannerssurvey.com/?post_type=product&p=420 If you received a code for a free or discounted copy of the report, you will be able to enter your code at checkout.

This exit planners survey is the third annual review of both the industry and its practitioners. Advisors from 42 states, 6 countries and 4 Canadian provinces answered 14 questions about their marketing, practice structures, their clients, fees and methods. This 24-page report analyzes the responses by profession, size of practice, certifications and experience. If you want to better understand the industry and its practitioners, get your copy today.

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]]> Over 3,000,000 Baby Boomers are preparing to transition from their businesses. A professional subspecialty has developed to meet their needs. It encompasses accountants, attorneys, consultants, coaches and other advisors. This exit planners survey is the third annual review of both the industry and its practitioners. The data we gather on advisor and practice demographics changes slowly. For that reason, in odd-numbered years we conduct an abbreviated survey focused on engagement trends, specifically marketing, practice concentration and fees. The purpose of the survey is to understand how exit planners work with clients and each other.

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]]> 420 2022 National Exit Planners Survey Report (Digital Download) https://exitplannerssurvey.com/product/2022-national-exit-planners-survey-report-digital-download-copy/ Fri, 29 Apr 2022 12:17:23 +0000 https://exitplannerssurvey.com/?post_type=product&p=302 If you received a code for a free or discounted copy of the report, you will be able to enter your code at checkout.

This exit planners survey is the second annual comprehensive look at both the industry and its practitioners. Advisors from 41 states, 6 countries and 3 Canadian provinces answered 40 questions about their marketing, practice structures, their clients, fees and methods. This 40-page report analyzes the responses by profession, size of practice, certifications and experience. If you want to better understand the industry and its practitioners, get your copy today.

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]]> Over 3,000,000 Baby Boomers are preparing to transition from their businesses. A professional subspecialty has developed to meet their needs. It encompasses accountants, attorneys, consultants, coaches and other advisors. This exit planners survey is the second annual comprehensive look at both the industry and its practitioners. The purpose is to understand how exit planners work with clients and each other.

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]]> 302 2021 National Exit Planners Survey Report (Digital Download) https://exitplannerssurvey.com/product/2021-national-exit-planners-survey-digital-download/ Mon, 12 Apr 2021 23:48:19 +0000 https://exitplannerssurvey.com/?post_type=product&p=68 If you received a code for a free or discounted copy of the report, you will be able to enter your code at checkout.

This is the first-ever comprehensive look at the exit planning industry. Advisors from 43 states and 7 countries answered 40 questions about their marketing, practice structures, their clients, fees and methods. This 48-page report analyzes the responses by profession, size of practice, certifications and experience. If you want to better understand the industry and its practitioners, get your copy today.

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]]> Over 3,000,000 Baby Boomers are preparing to transition from their businesses. A professional subspecialty has developed to meet their needs. It encompasses accountants, attorneys, consultants, coaches and other advisors. This exit planners survey is the first comprehensive look at both the industry and its practitioners. The purpose is to understand how exit planners work with clients and each other.

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