Be in the Room Before Your Client Sells
Partner with ExitWorks. We make your founder-led clients' businesses run without them, so they are worth more at exit, and you stay the advisor they trust with what comes next.
CLIENT RETENTION & EXIT REALITY
Loyalty Covers 4% of Your Business-Owner Clients
62%
Would leave an advisor who added no value around the sale
4%
Certain they would stay with their primary advisor
(Cornerstone Business Services, 2025 study of 750 owners)
62% of business owners say they would leave an advisor who added no value around the sale. Only 4% are certain they would stay.
Their business is about 80% of their net worth. When it sells, M&A firms, attorneys and other advisors all bring their own people.
What if you were the one who brought the right person in, years before the sale?
COLLABORATION PROCESS
How the Partnership Works
A structured, frictionless framework engineered so you introduce trust, we execute the heavy lifting, and everyone wins together.
01
You introduce
Simply connect us via email with a warm introduction. No pitch decks or complex technical pre-selling required on your part.
02
The free assessment
We evaluate their current tech stack, identify critical bottlenecks, and present a high-clarity roadmap with zero obligation.
03
Steven does the build
Steven handles system architecture, software implementation, and quality assurance to bring the solution to production.
04
You stay in the room
You preserve your trusted client relationship, receive ongoing strategic updates, and share in the shared upside and retainers.
Zero upfront cost : Direct attribution : Dedicated revenue share
THE STRATEGIC ADVANTAGE
What This Means for You
Compare the traditional reactive model with the proactive ExitWorks partner framework.
Without ExitWorks
Secondhand knowledge
Firms call about proceeds
Discounted exit
Nothing broken
With ExitWorks
In the conversation early
Owner remembers who helped
Worth a turn more
Assessment starts conversation
Direct partner discussion : Actionable assessment takeaway : 100% confidential
PRACTICE ADVISORY & SUCCESSION STRATEGY
About Steven
Steven Nootbaar is a recognized strategic advisor to accounting firm partners, independent CPA leaders, and professional service practice owners. With extensive expertise in practice valuation, equity transition structures, and M&A execution, Steven has advised dozens of managing partners through complex ownership transfers and enterprise scale initiatives.
His diagnostic methodology bridges the gap between historical book value and real-world deal equity: identifying hidden balance sheet risks, unbilled realization leakages, and partner capital bottlenecks long before letters of intent are drafted or internal agreements are formalized.
CASE HIGHLIGHT
Recent diagnostic: a $7M CPA firm, a $2.1M value gap uncovered before an internal succession.
EXCLUSIVE PARTNERSHIP
Be the Advisor Who Was in the Room
Strategic advisory positions fill quickly. Secure your direct consultation with our leadership team today.
Direct partner access • No sales representatives • Confidential discussion
ExitWorks prepares businesses to run without their owners. It does not broker sales, give financial advice or manage assets. © 2026 ExitWorks.