Add Exit Planning to Protect and Grow Client Wealth

Grow Your Value with Exit Planning, Hassle-Free

Help business-owner clients transition successfully, protect compliance, and capture more retirement funds – while BES does the heavy lifting.
BES powers your growth while you focus on your clients.

Your Clients’ Business Exit is Your Clients’ Retirement Wealth

For most business owners, their business is their biggest asset – and their eventual exit funds their SMSF and retirement strategies.

Yet:

  • Less than 30% of owners have a formal exit plan.
  • 85% regret their exit within 12 months.
  • Over 420,000 Baby Boomer businesses in Australia will change hands in the next decade.
    That’s billions of dollars in business wealth looking for guidance.

As an SMSF advisor,  financial planner, you’re uniquely placed to connect the business exit with retirement wealth.
Exit Planning is the missing link – and if you’re not leading, someone else will.

Business Exit = Retirement Wealth

Most owners’ biggest asset is their business. Yet less than 30% have an exit plan, and 85% regret their exit.
420k+ Boomer businesses will sell in the next decade – billions at stake.

Advisors: exit planning is the missing link. Lead it… or lose it.

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 SMSF Advisors Partner with BES 

  • Expand your services with exit planning that links exit proceeds directly into SMSF and retirement planning.

  • Strengthen compliance and reduce client risk.

  • Retain clients at their biggest transition point.

  • Add new revenue with no additional workload.

  • 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

    Explore Partnership Opportunities: Download our information flyers to learn how we collaborate with professionals like you.

  • 2

    Schedule a Consultation: Book a one-on-one call to discuss how a strategic alliance can benefit your business and clients.

  • 3

    Access Exclusive Resources: Gain tools, co-branded marketing materials, and access to your portal to track referrals and commissions.

  • 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.

Protect Compliance. Grow Retirement Wealth. Retain Clients.

Grow Retirement Wealth. Retain Clients.

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.