Return to flip book view

ExitSmarts BUILDING EXIT OP TIONS What s in it for the Accounting Firm PorteBrown ACCOUNTANTS ADVISORS Strengthened Advisory Services for those firms that have already have a revenue growth strategy A seamless path into Advisory Services for those firms that want to move beyond offerings that are solely compliance based Stronger and more complete client relationships the firm won t risk losing a Tax client it will ensure creating a Business client CPAs who are more fully engaged with their clients over the course of the year more challenged by their work and more satisfied with their professional growth Elevation to the status of Most Trusted Advisor to the business owners the firm serves Bruce Jones Managing Partner CEO CPA Porte Brown LLC bjones portebrown com Pam Metzger Chief Marketing Officer Porte Brown LLC pmetzger portebrown com If you would like to learn more about Porte Brown s increased commitment to Advisory Services through ExitSmarts Please reach out to either of us at your convenience www Portebrown com Copyright 2021 All rights reserved ExitSmarts is a trademark of ExitSmarts Inc All other trademarks and copyrights are property of their respective owners Advisory Services Through ExitSmarts

Advisory Services BY The Numbers Exit Planning Isn t New People have been writing books whitepapers and blogs about it for at least the past ten years The challenge for the business owner has always been two fold The Trend is Clear Accounting Firms are expanding the value they provide to their clients by adding Advisory Services to their traditional compliance based offerings These services extend well beyond consulting services related solely to Tax Simply said clients are demanding Advisory Services But Advisory Services is Not Enough enter ExitSmarts So what exactly is ExitSmarts It is a processdriven program for engaging business owners in Exit Planning providing structure to the otherwise murky world of advisory services More importantly ExitSmarts puts the trusted advisor in a proactive position to help business clients build real value and at the same time address their long term objectives The Solution ExitSmarts According to AccountingWEB Xero com says From CPA Practice Advisor 88 of the fastest growing accounting firms help their clients with non accounting services The main goal is to move away from being valued for your time into a role where you re valued for your financial expertise 86 of clients view their accountant as a Trusted Advisor but only 61 are satisfied with the breadth of services their accountant provides When the accountant offers the right level of service he or she becomes a Most Trusted Advisor 1 2 How and Where to Begin How to sort out what has to be done in what order it should be done and who should be responsible for doing it How to get advisors to work together as a team Accountants attorneys financial planners estate planners bankers and others working as team players who are focused on the best outcome for the business owner ExitSmarts solves both problems First by making accountants quarterbacks or the undisputed leaders of Exit Transition and Succession Planning teams and Second by providing to the accounting firm a turnkey system that covers the entire cycle from assessment and planning through implementation and adds a proven methodology for building the value of the business at the time of sale and the profitability of the business right up until the day it s sold ExitSmarts BUILDING EXIT OP TIONS www portebrown com

Advisory Services BY The Numbers Exit Planning Isn t New People have been writing books whitepapers and blogs about it for at least the past ten years The challenge for the business owner has always been two fold The Trend is Clear Accounting Firms are expanding the value they provide to their clients by adding Advisory Services to their traditional compliance based offerings These services extend well beyond consulting services related solely to Tax Simply said clients are demanding Advisory Services But Advisory Services is Not Enough enter ExitSmarts So what exactly is ExitSmarts It is a processdriven program for engaging business owners in Exit Planning providing structure to the otherwise murky world of advisory services More importantly ExitSmarts puts the trusted advisor in a proactive position to help business clients build real value and at the same time address their long term objectives The Solution ExitSmarts According to AccountingWEB Xero com says From CPA Practice Advisor 88 of the fastest growing accounting firms help their clients with non accounting services The main goal is to move away from being valued for your time into a role where you re valued for your financial expertise 86 of clients view their accountant as a Trusted Advisor but only 61 are satisfied with the breadth of services their accountant provides When the accountant offers the right level of service he or she becomes a Most Trusted Advisor 1 2 How and Where to Begin How to sort out what has to be done in what order it should be done and who should be responsible for doing it How to get advisors to work together as a team Accountants attorneys financial planners estate planners bankers and others working as team players who are focused on the best outcome for the business owner ExitSmarts solves both problems First by making accountants quarterbacks or the undisputed leaders of Exit Transition and Succession Planning teams and Second by providing to the accounting firm a turnkey system that covers the entire cycle from assessment and planning through implementation and adds a proven methodology for building the value of the business at the time of sale and the profitability of the business right up until the day it s sold ExitSmarts BUILDING EXIT OP TIONS www portebrown com

Advisory Services BY The Numbers Exit Planning Isn t New People have been writing books whitepapers and blogs about it for at least the past ten years The challenge for the business owner has always been two fold The Trend is Clear Accounting Firms are expanding the value they provide to their clients by adding Advisory Services to their traditional compliance based offerings These services extend well beyond consulting services related solely to Tax Simply said clients are demanding Advisory Services But Advisory Services is Not Enough enter ExitSmarts So what exactly is ExitSmarts It is a processdriven program for engaging business owners in Exit Planning providing structure to the otherwise murky world of advisory services More importantly ExitSmarts puts the trusted advisor in a proactive position to help business clients build real value and at the same time address their long term objectives The Solution ExitSmarts According to AccountingWEB Xero com says From CPA Practice Advisor 88 of the fastest growing accounting firms help their clients with non accounting services The main goal is to move away from being valued for your time into a role where you re valued for your financial expertise 86 of clients view their accountant as a Trusted Advisor but only 61 are satisfied with the breadth of services their accountant provides When the accountant offers the right level of service he or she becomes a Most Trusted Advisor 1 2 How and Where to Begin How to sort out what has to be done in what order it should be done and who should be responsible for doing it How to get advisors to work together as a team Accountants attorneys financial planners estate planners bankers and others working as team players who are focused on the best outcome for the business owner ExitSmarts solves both problems First by making accountants quarterbacks or the undisputed leaders of Exit Transition and Succession Planning teams and Second by providing to the accounting firm a turnkey system that covers the entire cycle from assessment and planning through implementation and adds a proven methodology for building the value of the business at the time of sale and the profitability of the business right up until the day it s sold ExitSmarts BUILDING EXIT OP TIONS www portebrown com

ExitSmarts BUILDING EXIT OP TIONS What s in it for the Accounting Firm PorteBrown ACCOUNTANTS ADVISORS Strengthened Advisory Services for those firms that have already have a revenue growth strategy A seamless path into Advisory Services for those firms that want to move beyond offerings that are solely compliance based Stronger and more complete client relationships the firm won t risk losing a Tax client it will ensure creating a Business client CPAs who are more fully engaged with their clients over the course of the year more challenged by their work and more satisfied with their professional growth Elevation to the status of Most Trusted Advisor to the business owners the firm serves Bruce Jones Managing Partner CEO CPA Porte Brown LLC bjones portebrown com Pam Metzger Chief Marketing Officer Porte Brown LLC pmetzger portebrown com If you would like to learn more about Porte Brown s increased commitment to Advisory Services through ExitSmarts Please reach out to either of us at your convenience www Portebrown com Copyright 2021 All rights reserved ExitSmarts is a trademark of ExitSmarts Inc All other trademarks and copyrights are property of their respective owners Advisory Services Through ExitSmarts

ExitSmarts BUILDING EXIT OP TIONS What s in it for the Accounting Firm PorteBrown ACCOUNTANTS ADVISORS Strengthened Advisory Services for those firms that have already have a revenue growth strategy A seamless path into Advisory Services for those firms that want to move beyond offerings that are solely compliance based Stronger and more complete client relationships the firm won t risk losing a Tax client it will ensure creating a Business client CPAs who are more fully engaged with their clients over the course of the year more challenged by their work and more satisfied with their professional growth Elevation to the status of Most Trusted Advisor to the business owners the firm serves Bruce Jones Managing Partner CEO CPA Porte Brown LLC bjones portebrown com Pam Metzger Chief Marketing Officer Porte Brown LLC pmetzger portebrown com If you would like to learn more about Porte Brown s increased commitment to Advisory Services through ExitSmarts Please reach out to either of us at your convenience www Portebrown com Copyright 2021 All rights reserved ExitSmarts is a trademark of ExitSmarts Inc All other trademarks and copyrights are property of their respective owners Advisory Services Through ExitSmarts