For business owners, transitioning out of their business is one of life’s most consequential financial events – and a significant opportunity for advisors to deliver lasting value. By 2033, 4.5 million privately held businesses representing $14 trillion are expected to change hands – making this one a significant wealth opportunity advisors can capture.¹

Explore how you can engage business owners before and after a sale to strengthen relationships and drive meaningful referrals.

Key Takeaways:

• Engage business owners with proven conversation-starters and practical transition planning tools
• Offer holistic guidance that addresses the financial, practical, and emotional complexities of a business transition
• Build a scalable approach to offering transition planning that fuels client acquisition and practice growth

Join us to discover how advisors who provide transition expertise are positioning themselves as indispensable partners for business owners.

1 Source: Exit Planning Institute, 2025.