Exit Planning
Expand Your Practice Instantly
Bring exit planning and value creation services into the conversation to help owners treat their business like an asset.
When advisors work together to help their clients, it’s a win-win situation. More efficient, better results, deeper relationships.
Contact us to learn how we work with advisors.
- No Cost Consult
- Retain Your Clients
- Instant Credibility


Want to incorporate exit planning into your practice?
We’ll show you show to have meaningful conversations with owners that lead to expanded services and better client retention.
- Actively support your clients' goals
- Deliver future-planning strategy
- Partner with your clients to build enterprise value

How partnering works.
The team from BizOps Solved works like an extension of your practice. We provide conversation starters and supporting materials on exit planning and value creation, and help you build the longer term engagement. You remain the trusted advisor!
Initial Consult
First we’ll have a conversation with you about your goals and expectations
Joint Prospect Meeting
Together, we’ll have a conversation with the client about their goals
Engagement
If it’s a fit, we engage either directly with the client or via your practice
Full Visibility
We provide updates on our work and encourage joint meetings with the client




Frequently Asked Questions
Check out our Advisor FAQs.
Didn’t answer your question regarding our Advisor services? Shoot us a note at: info@bizopsolved.com
What type of advisors do you partner with?
We partner with ALL types of advisors. Most frequently with Financial Advisors, CPAs, Attorneys, and Coaches.
Are you able to start a project immediately?
Once we find it’s a good fit, we’re able to start projects in 1-3 weeks.
How long have you been in the industry?
Our experts have been providing management consulting on improving business operations for more than 20 years. We’ve had a focus on exit planning and value creation for more than 5 years.
How do you prevent client poaching?
Credibility and trust are important to us. We consider client poaching to be bad business practice. When you work with us, your practice is as much a client of ours as your client is.
When are you available for a consultation?
Usually within 1-2 days. Our online calendar booking function lets you and your client schedule a consultation directly at a time that works for you.
Are you available for a long term partnership?
YES! In fact, we find an ongoing relationship brings you, the advisor, the most benefit. You’ll be able to confidently incorporate exit planning, value creation, and fractional COO services into your client conversations. When a client mentions a problem in their business, you can be the solution.