Financial Planners: Add Exit Planning Without Extra Work

Grow Your Value with Exit Planning, Hassle-Free

Keep clients longer, grow funds under management, and create new revenue – while BES delivers the heavy lifting.
BES powers your growth while you focus on your clients.

Your Clients Are Thinking About Exiting Their Business. Are You Part of the Conversation?

For most business owners, their business is their biggest asset. Yet less than 30% have a formal exit plan, and 85% regret their exit within 12 months.

Over 420,000 Baby Boomer businesses in Australia will change hands in the next decade. That’s trillions of dollars in business wealth looking for guidance.

As a financial planner, you’re already central to retirement and wealth strategies. Exit Planning is the missing link — and if you’re not leading the conversation, someone else will.

Clients Are Exiting. Are You Ready?

Most owners lack an exit plan and many regret it.
420,000 Australian businesses will change hands in the next decade.

Exit planning is the missing link. If you’re not leading, someone else will.

Exit Planning Made Simple for Financial Planners

Our Partnership Options

Business Exit Solutions makes it easy to offer Exit Planning without building it yourself

Business Exit Solutions makes it easy to offer Exit Planning without building it yourself

Advisory Partner

BES delivers the programs → you retain the relationship and earn 30% commission.

  • Exclusive Resources – Gain access to co-branded resources to start exit conversations.

  • Revenue Growth – Earn commissions on every client enrolment.

  • Enhanced Client Value – Bring forward-looking exit planning to your clients without extra workload.

  • Minimal Effort – BES delivers the programs, you focus on your client relationships.

Certified White Label Partner

Deliver under your brand → you keep 100% of client revenue.

  • Complete Ownership – Deliver exit planning as a premium service line for your firm.

  • Stronger Positioning – Build authority by offering full exit planning in-house.

  • Bigger Revenue Potential – You bill your clients directly and keep 100% of fees.

  • Ongoing Support – CPD training, strategy calls, and content updates.

Prefer to refer clients with no fee and no commission? Book a call to talk about a Referral Partnership

Either way, you protect client wealth, increase retention, and add new revenue to your firm.

Why Financial Planners Partner with BES 

  • Expand your services with exit planning that links directly to retirement and wealth strategies.

  • Strengthen loyalty by guiding clients through their biggest financial event.

  • Increase assets under management as exit proceeds flow into superannuation and investments.

  • Choose your level of involvement: Advisory (we deliver) or White Label (you deliver).

See How Quickly Your Partnership Pays for Itself

Advisory Partners typically earn around $100k a year from just 2 new clients a week.

Drag to estimate your yearly earnings from new clients.

4

Advisory Partner

You keep 30% of fees
Avg revenue per client $0
Projected earnings (gross) $0
Less yearly fee -$0
Net after fee $0

You could make $0 net

Certified White Label Partner

You keep 100% of fees
Avg revenue per client $0
Projected earnings (gross) $0
Less yearly licence -$0
Net after licence $0

You could make $0 net

How A Strategic Partnership Works

How it Works

  • 1

    Download the Partnership Kit: Get the overview, ROI, and partner options.

  • 2

    Schedule Your Partner Briefing Call: 20 minutes to explore how a strategic alliance can benefit your business and clients.

  • 3

    Start Offering Exit Planning: With BES delivering the programs or under your brand.

  • 1

    Download the Partnership Kit

  • 2

    Schedule Your Partner Briefing Call

  • 3

    Start Offering Exit Planning

Programs Your Clients Can Access Through You

Programs Available for Your Clients

  • Ready to Exit – Fast-track plan for owners 3–6 months from exit.

  • Sole Operator – Simple path for solo and micro-businesses.

  • Small Business Exit Planning & Readiness – Build value and prepare for succession or sale.

  • Medium Business Exit Planning & Readiness – Scale, de-risk, and maximise valuation before exit.

Secure Client Wealth. Grow Your Practice.

Secure Client Wealth. Grow Your Practice.

Your clients are already thinking about their business exit. Make sure they turn to you – not someone else.

Your clients are already thinking about their business exit. Make sure they turn to you.

Download the Strategic Partnership Info Kit

Get an in-depth overview of our programs, partnership benefits, and tools to grow your business.

Guarantee & Cancellation

No Lock-In GuaranteeWe make partnerships simple and risk-free.

  • No lock-in. Cancel anytime with 30 days’ notice.
  • White Label includes a minimum 3-month commitment, then monthly flexibility.