"Boss" Business Owners Solution Systems

Business Owner Solutions System: Elevating Your Advisor Partnerships

Strategic Exit Planning as a Value‑Driven Advisor

Business Owner Solutions System centers on empowering financial professionals to become trusted partners in exit planning. Leveraging a research-backed methodology developed with the Exit Planning Institute (EPI), this program guides advisors on how to engage business owner clients early—with deep discovery and strategic conversations that help transition a successful business into a significant legacy.

Through resources such as workshops, conversation guides, white papers, and the CEPA framework, advisors learn how to lead exit planning as an integral part of long-term business strategy—positioning themselves as key members of the owner’s advisory team well before any liquidity event

Tools, Training & Collaborative Growth for Advisor Teams

This value-based training system equips advisors with comprehensive tools and support to work effectively with business owners and employer clients. From fact-finding guides and planning calculators to seminar slide decks and community workshops, advisors gain practical resources to structure advanced planning conversations.

The program extends beyond training—it includes support frameworks for employer-market offerings such as customized business-owner plans, retirement strategies, and small business benefits. Whether through working directly with your firm or through your Simplicity contact, advisors can access this suite of resources to enhance advisor-client partnerships and deliver measurable value across all planning dimensions.