How Project Exit works

Step 1:

Create your Project Exit account and complete two-factor authentication.

Step 2:

Get a free business valuation estimate so you can decide if it's time to sell.

Step 3:

Build your profile, get it approved and go live. Buyers will be able to see your confidential profile and ask to connect with you.

Step 4:

We'll let you know when a buyer wants to connect. Review your requested introductions, and decide who to connect with.

Step 5:

Select a buyer, negotiate the deal, get through due diligence, complete the sale and enjoy your new life.

Step 1:

Create your Project Exit account and complete two-factor authentication.

Step 2:

Get a free business valuation estimate so you can decide if it's time to sell.

Step 3:

Build your profile, get it approved and go live. Buyers will be able to see your confidential profile and ask to connect with you.

Step 4:

We'll let you know when a buyer wants to connect. Review your requested introductions, and decide who to connect with.

Step 5:

Select a buyer, negotiate the deal, get through due diligence, complete the sale and enjoy your new life.

More...

The guide to buying a financial advice business

How to buy a client bank step by step

Do's and don'ts when buying a financial advice business

Deal structures explained for financial advice acquisitions

Scaling a financial advice business through acquisition

The guide to selling a financial advice firm

Exit planning for financial advisers: when and how to start

Choosing the right exit route for your advice business

Sell your client bank without losing control

Negotiating the sale of your financial advice firm

Do's and don'ts when selling a financial advice business

Life after selling your financial advice business