Choosing a business exit planning advisor that can provide unbiased support, ongoing guidance, and detailed succession planning is complicated. Many advisory agencies only represent one carrier, limit personalized education, or hide their pricing models behind consultations. You can match the three leading alternatives on independence, curriculum depth, and hands-on transition support to your exit timing and engagement preferences.
Table of Contents
Premier 72
At a Glance
Premier 72 reports access to 20+ carriers, giving advisors broad choice when matching policies to client needs. The firm blends life insurance and annuity placement with business continuity planning for owners and families. Its practice emphasizes education before product placement and ongoing stewardship after policies issue.
Core Features
Premier 72 runs structured reviews and gap mapping that combine policy evaluation, risk assessment, and long-term stewardship. The firm serves families, pre-retirees, entrepreneurs, and business owners with solutions for protection, legacy transfer, and buy-sell funding. Advisory work includes tailored strategies, carrier-agnostic comparisons, and tools for evaluating policy suitability over time.
Key Differentiator
The standout capability is independent carrier access paired with an education-first process that keeps product choice separate from advice. That carrier access lets advisors recommend across many carriers instead of steering clients to one provider. The advisory process focuses on documenting risks, mapping coverage gaps, and tracking policy performance through ongoing reviews.
Pros
The practice centers on teaching clients about options before recommending products, which improves decision quality and long-term fit. The structured advisory process, including the Business Legacy & Continuity Review™, creates repeatable steps for diagnosing gaps and documenting business continuity needs. Because the firm claims broad carrier access, advisors can tailor solutions for key-person coverage, buy-sell funding, annuity income planning, and legacy transfer without being locked to a single insurer.
Cons
- Pricing and fee structure are not publicly listed; you must contact Premier 72 for a quote and engagement terms.
Who It's For
You run an owner-dependent business or you manage family finances and want advisor-led insurance and continuity planning. You prefer an advisor who teaches options and builds documented plans for liquidity, key-person risk, and legacy transfer. You are not looking for a quick online purchase or a purely DIY planning tool.
Unique Value Proposition
The Retirement Bank Method™ targets owner dependence by improving systems, leadership, cash flow, and documentation to make businesses transferable retirement assets. That approach converts operational weaknesses into discrete checklist items that advisors can fund with insurance or liquidity strategies. For owners planning succession or sale, the method ties advisory work directly to exit readiness and funding solutions.
Real World Use Case
A small business owner engages Premier 72 for a Business Continuity Review and receives a written plan addressing key-person exposure, buy-sell mechanics, and short-term liquidity. Advisors compare carriers and construct funding using life or disability coverage aligned to tax and legacy goals. The result is a documented funding path and an ongoing stewardship schedule to keep coverage aligned with business changes.
Pricing
Premier 72 lists its service model as advisory and placement with no public pricing. Fees and compensation arrangements are provided on request and may vary by scope and case complexity. Prospective clients should schedule a consult to obtain a customized proposal.
Website: https://premier72.com
ExitReadiness® DIY
At a Glance
A 14 chapter curriculum with proprietary tools and worksheets anchors the program. A free assessment opens access to a self guided curriculum or paid tiers with regular expert check ins. ENNIS Legacy Partners powers the platform and offers optional monthly or quarterly reviews.
Core Features
The platform pairs a 14 chapter curriculum with worksheets, a personalized exit assessment, and a gap analysis that highlights where owners need to focus. It includes financial modeling tools for cash flow, valuation, and scenario testing. Members can schedule monthly or quarterly progress reviews with Certified Exit Planning Professionals to keep tasks moving.
Key Differentiator
ExitReadiness® DIY centers its offering on combining AI driven organization with structured frameworks and scheduled expert check ins. That combination makes the product more discipline oriented than many plain do it yourself guides. Owners who want AI to organize tasks but still meet periodically with a live planner will find this model distinct.
Pros
The 14 chapter curriculum and financial modeling tools produce concrete deliverables owners can take to buyers or advisors. Flexible tiers let owners progress from the free assessment to Accelerator or Advisory levels without changing platforms. Expert oversight from Certified Exit Planning Professionals adds accountability and keeps the work tactical rather than theoretical.
Cons
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Third party reviews note that AI alone cannot replace the nuanced judgment and trust building of human advisors.
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The platform requires owners to be proactive and disciplined. Without engagement, results may be limited.
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Some owners find the array of options and tiers initially overwhelming or need more personalized support for complex situations.
When It May Not Fit
Owners who expect hands off, full service advisory support will find the model too self directed. Owners who prefer a dedicated, always on advisor rather than periodic check ins may feel constrained. Businesses with complex legal, tax, or cross border issues may need bespoke advisory beyond the platform.
Who It's For
Business owners ready to take direct control of their exit plan while using periodic expert review fit this offering. Owners who want to learn valuation mechanics, cash flow planning, and advisor engagement will benefit most. Those comfortable doing the work online and meeting planners by appointment will get the most value.
Real World Use Case
A midsize manufacturing owner completed the free assessment and used the DIY curriculum for a year. They used the platform's financial modeling tools to test sale versus internal transfer scenarios. Quarterly check ins with a certified planner kept the plan realistic and ready for buyer conversations.
Pricing
A free assessment creates the entry point. The Accelerator tier costs $197 per month or $1,970 per year. The Advisory tier costs $697 per month or $6,970 per year.
Website: https://ennislp.com
Exit Consulting Group
At a Glance
A four phase Exit Engineering® process guides clients through Assess, Design, Implementation, and Transition. The firm pairs that structured process with hands on M&A advisory and valuation work. This combination aims to align business value with the owner s personal objectives.
Core Features
The core workflow maps to the four Exit Engineering® phases and includes business valuation, readiness assessment, and strategic plan design. The offering extends into transaction support with M&A advisory and negotiation assistance. Ongoing transition services cover operational improvements and leadership development during handover.
Key Differentiator
The standout element is the proprietary Exit Engineering® sequence that connects planning to transaction execution and post close transition. That process puts valuation and readiness assessment early so the implementation phase targets measurable value gaps. The firm emphasizes owner goals at each step rather than treating exit planning as a one time deliverable.
Pros
Clients get a single, coherent process from diagnosis through transaction and handover, which reduces handoff friction between advisors and deal teams. Founders with operating experience lead client engagements, which supports practical, implementable recommendations rather than purely theoretical plans. The firm also documents case studies and testimonials showing completed sales and transition support to illustrate outcomes for similar owner operated companies.
Cons
- Pricing details are not publicly disclosed. Potential clients must contact the firm for a tailored quote.
- Results depend on client engagement and market conditions, so outcomes vary by situation.
- The approach focuses on established, owner operated businesses and may not suit very early stage startups or sole proprietors.
When It May Not Fit
This service is not a match for founders building a product level proof of concept with no succession plan. Small sole proprietors with no management bench will find some recommendations impractical. Early stage companies seeking investor ready financial modeling may require a different advisor.
Who It's For
Business owners preparing for sale, succession, or partner transfer who want a structured, end to end planning process. Family owned firms and owner operated manufacturers that need both valuation insight and transition management will benefit most. Leaders who plan to stay involved during handover will get the best return from this model.
Real World Use Case
A family owned manufacturing business worked through Assess and Design to identify efficiency gaps and leadership successors. Exit Consulting Group then managed valuation, buyer outreach, and negotiation support. The client closed a sale to a strategic buyer and received transition coaching for the incoming leadership.
Pricing
Pricing is not listed publicly and works by customized engagement. Clients should expect project scoped fees that reflect the assessment, advisory, and transaction phases. Contact Exit Consulting Group for a proposal and scope estimate.
Website: https://exitconsultinggroup.com
Comparison of alternatives
When evaluating alternatives for business exit planning advisory services, certain tradeoffs cater to unique operational preferences and business scenarios.
Advisory Flexibility and Education
Premier 72 distinguishes itself by focusing on education as a central part of its advisory service, providing clients with the information necessary to make well-informed decisions about risk assessment and continuity. While the structured tools provided by ExitReadiness® DIY enhance autonomous planning abilities, they may lack the personalized advisory depth present in Premier 72’s offerings. Furthermore, Exit Consulting Group’s structured processes are particularly strong in facilitating end-to-end transaction support, yet this focus might not include the educational emphasis that some businesses prefer.
Modular Tools versus End-to-End Integration
ExitReadiness® DIY offers a modular subscription service that includes financial modeling tools, worksheets, and optional certified planner check-ins. This approach is beneficial for self-motivated individuals comfortable with guided independence supported by periodic expert advice. On the other hand, Exit Consulting Group provides a cohesive process that combines readiness assessment, M&A transaction support, and handover guidance under its proprietary Exit Engineering® framework. This integrated approach supports businesses looking for consistent advisory workflows across all phases.
Best fit
- Business owners seeking advisor-led planning based on detailed risk and continuity assessments benefit most from Premier 72’s tailored strategies and broad carrier access.
- Owners valuing a more economical approach to exit planning, leveraging modular tools and periodic expert oversight, may find satisfaction with ExitReadiness® DIY.
- Companies in need of a structured, hands-on, and well-documented process for succession planning and transaction facilitation will benefit most from engaging with Exit Consulting Group.
Our pick
Premier 72 excels for clients valuing a strategic blend of education-first advisory services and an emphasis on matching insurance and financial solutions to detailed, independent risk assessments. For instances requiring emphasis on modular budget-friendly options or fully integrated transaction management, evaluating the alternatives like ExitReadiness® DIY or Exit Consulting Group might better suit the specific situation.
For selecting the most suitable business exit planning advisory service, consider the following comparison of offerings based on features, user suitability, pricing, and limitations:
| Product | Core offering | Best feature | Best for | Pricing | Limitation |
|---|---|---|---|---|---|
| Premier72 | Advisory and placement; Business Legacy & Continuity Review™ | Education-first process, broad carrier access | Owner-dependent businesses, families | Price not published | Requires contacting for pricing terms |
| ExitReadiness® DIY | 14-chapter exit planning curriculum with expert check-ins | Integrates AI-driven task organization | Owners seeking disciplined self-guidance | $197–$697 per month | Requires proactive and disciplined engagement |
| Exit Consulting Group | End-to-end structured Exit Engineering® process | Full-cycle transaction support | Business owners ready for sales or succession | Price not published | Not suitable for early-stage startups |
What challenges do core-exit.com alternatives solve for business owners?
Business owners and families seeking exit readiness and business continuity face gaps in operation stability and liquidity planning. Premier72 tackles these pain points by offering broad carrier access and an education-first advisory approach. They focus on reducing owner dependence, strengthening leadership, and building documented funding solutions for buy-sell agreements and legacy planning.
If you are an owner managing family finances or running an owner-dependent business, Premier72 helps turn your company into a transferable retirement asset with The Retirement Bank Method™. Learn how their tailored insurance strategies and business legacy reviews create clear plans for exit readiness.
Find out more about Premier72's solutions and schedule a consultation to build your personalized business continuity and exit strategy today.
Premier72 offers the structured guidance owners need for long-term transferability and protection.
Learn about their insurance and legacy planning solutions for business owners ready to protect income and preserve wealth.
FAQ
What unique approach does Premier72 offer for business continuity planning?
Premier72 emphasizes an education-first process before recommending products. This approach helps clients understand their options clearly, improving decision quality and ensuring a long-term fit. The firm focuses on documenting risks, mapping coverage gaps, and tracking policy performance through ongoing reviews. Reach out to them to learn how this approach can benefit your continuity planning.
How does Premier72 compare to Exit Consulting Group?
Exit Consulting Group provides a structured Exit Engineering® process that guides clients through every exit phase, including assessment, design, implementation, and transition. While this structured process is beneficial for established businesses needing detailed exit strategies, Premier72 excels in its broad carrier access and continuous education model. Those who want a focus on ongoing advisory work may find Premier72 more suitable to their needs.
How does the structured advisory process at Premier72 benefit clients?
Clients benefit from the structured advisory process, which includes tools like the Business Legacy & Continuity Review™ to identify gaps and document needs. This systematic approach leads to clearer insights and improved coverage planning. Contact Premier72 to start optimizing your business continuity plans.
What should potential clients know about pricing for Premier72?
Pricing for Premier72's services is not publicly listed, and individuals must contact them for a customized quote. This model allows them to tailor fees and engagement terms based on specific client needs and complexity. Schedule a consult to receive detailed pricing information tailored to your circumstances.
Who is the ideal candidate for using Premier72's advisory services?
Business owners or individuals managing family finances who desire advisor-led insurance and continuity planning will find Premier72’s services tailored to them. If you appreciate an advisor who emphasizes education and documentation, Premier72 can help meet your continuity planning needs.