Accountants: Add Exit Planning Without Extra Work

Grow Your Value with Exit Planning, Hassle-Free

Help clients prepare for their biggest financial event – the sale or succession of their business – while creating new revenue for your firm.
Turn client transitions into growth opportunities for your firm.

Your Clients’ Business Exit is Their Biggest Tax & Wealth Event

For most business owners, their business is their largest asset – and their eventual exit is the single biggest financial event of their lives.

Yet:

  • Less than 30% have a formal exit plan.

  • 85% regret their exit within 12 months.

  • Over 420,000 Baby Boomer businesses in Australia will exit in the next 10 years.

As their Accountant, you’re already trusted on tax, compliance, and structuring. Exit Planning ensures you remain at the centre of the conversation – instead of losing clients to other advisors.

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 Accountants Partner with BES 

  • Guide clients through tax, structuring, and compliance at exit.

  • Retain clients at their most critical financial event.

  • Add recurring revenue without increasing workload.

  • Strengthen your role as the trusted advisor.

  • 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: Overview, ROI, and partner options.

  • 2

    Book Your Partner Briefing Call: 20 minutes to explore fit for your firm.

  • 3

    Start Offering Exit Planning: With BES delivering 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

  • 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.

Help Clients Exit. Strengthen Your Role. Grow Your Firm.

Help Clients Exit. Strengthen Your Role. Grow Your Firm.

Your clients are already thinking about their exit. Make sure you’re the one guiding them.

Your clients are already thinking about their exit. Make sure you’re the one guiding them.

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.