The FREE Business Valuation/Business Continuation Marketing System gives you all the tools you need, from prospecting materials to closing the sale. The simple 4-step sales process is packed with tools that sell!

Buy-Sell Review Sales Process

* Approach Tools
* Initial Meeting & Fact-Finding Tools
* Presentation & Solution Recommendation Samples
* Funding & Administrative Services

Step 1: Approach Tools

* Exit Planning Campaign Introduction E-Mailer – Send to clients to introduce them to the Exit Planning campaign.
* Free Exit Planning Services E-Mailer – Send to clients to introduce them to the advantages of our free exit planning services and prepare them for your next contact.
* Resolving the Problem of Business Valuation – Use this piece to introduce business valuation and help establish your client’s need. Customizable version available.
* Approach Letter – Use this approach letter to introduce clients to the advantages of our free exit planning services and prepare them for your next contact.
* Approach E-Mailer – Send to clients to introduce them to the advantages of our free exit planning services and prepare them for your next contact.
* Postcard – Use this post card to introduce clients to the advantages of our free exit planning services and prepare them for your next contact.
* Mailer – Send this tri-fold mailer to start business owners thinking about their exit plan. Introduce them to the advantages of our free exit planning services. Enclose in a #10 envelope with your business card.
* Phone Script

Step 2: Initial Meeting & Fact-Finding Tools

Let our Advanced Solutions team prepare an informal business valuation and comprehensive business continuation proposal for your client. Take a look at the sample proposal to see the valuable ideas and sales opportunities that can be uncovered with our Informal Business Valuation services. Start gathering client information and submit an RFP today.

* Request for Proposal (RFP) – Use this piece to gather important client information to receive a customized proposal package.
* Exit Planning Questionnaire – A fact finder that helps gather information needed to design a business succession plan.
* Sample Business Valuation Proposal – Sample proposal for business valuation. Order a customized proposal using the RFP.
* Sample Proposal – Business Continuation – Sample proposal for business continuation. Order a customized proposal using the RFP.

Step 3: Presentation & Solution Recommendation

Our team of Advanced Solutions exit planning experts is available to provide all the support you desire – every step of the way! After preparing your proposal, they will consult with you to review recommendations and discuss sales opportunities.

Informal Business Valuation and Continuation Services:

* Informal business valuation identifies a range of values based on 5 common methodologies
* Business continuation proposal and solution identification
o Identifies recommended transfer and buy-sell solutions.

Information on all of our transfer and buy-sell solutions is just a click away.

Buy-Sell Strategies

* Cross Purchase Buy-Sell
* Entity Purchase Buy-Sell
* Wait &-See Buy-Sell
* Multi-Owner Buy-Out
* Business Continuation General Partnership/LLC
* Select Buy-OutSM
* No-Sell Buy-Sell
* One-Way Buy-Sell

Transfer Strategies

* ESOP
* Gifting Solutions
* Installment Sale
* Self-Cancelling Installment Note
* Interest Only Installment Sale
* GRATS

Step 4: Funding & Administrative Services

When it comes to funding and providing administrative services for your exit plan clients, our experts leave nothing to chance – helping you every step of the way. We offer a broad portfolio of competitive products, sample agreements and top-notch service during the sale and throughout the life of the plan.

* Sample Agreements
* Product Information
o Life Insurance products
o Disability Insurance products
* Underwriting
* Business Market Administration

Request FREE access to the Business Valuation/Business Continuation Marketing System!