Coordinating a business exit that preserves owner goals and maximizes value is complicated by fragmented advisory services and opaque processes. Many traditional firms only publish pricing after a lengthy discovery call or restrict holistic planning to companies over a certain revenue threshold, leaving owners without clear options for their situation. This comparison details price transparency, advisor approach, and fit criteria across six exit planning advisory firms so you can select a team that matches your timeline, company size, and preparation needs.
Table of Contents
- Premier 72
- eXitSystems™
- Legacy Partners
- Plan Bot
- Planned Exit Partners LLC
- Exit Game Plan
- Comparative Analysis: Exit Planning Advisory Alternatives
Premier 72
At a Glance
The firm reports independent access to 20+ leading carriers, and it pairs that access with an education-first advisory stance tailored for owners planning retirement or a sale. Premier 72 blends insurance structuring with longer term stewardship rather than one-off product placement.
Core Features
- Independent carrier access: the firm reports access to 20+ carriers so recommendations can be matched to client goals rather than vendor constraints.
- Structured review process: written plans, periodic stewardship, and documented recommendations that sit beside legal and tax work.
- Product guidance: life insurance, annuities, living benefits, key-person coverage, and buy-sell funding phrased as structural tools.
- Business advisory: exit readiness and owner-dependence reduction tied to cash flow, leadership, and documentation improvements.
Key Differentiator
Premier 72 centers an education-first advisory approach that emphasizes client understanding before product placement. That focus, combined with broad carrier access, lets advisors design multi-pillar strategies for family protection, business continuity, tax positioning, and legacy transfer.
Pros
- Clients receive a consultative, non-sales framework that prioritizes understanding and written strategy over immediate placement. That changes conversations from product pitches to planning decisions.
- The firm’s carrier reach gives advisers flexibility to propose solutions across underwriting and product design rather than pushing a single house product.
- Long-term stewardship is built into the relationship model—periodic reviews and documentation keep plans current as family or business circumstances change.
- The advisory work ties directly to business exit readiness. For owners, this means insurance and annuities are positioned as structural pieces of a transferable retirement asset rather than as isolated contracts.
Cons
- Services are advisory and require client execution and coordination with attorneys, accountants, and carriers; Premier 72 does not shoulder implementation alone.
Who It's For
Business owners, Baby Boomer founders, and families who want structured insurance and legacy planning coordinated with broader exit readiness work. Ideal for owners preparing a succession, arranging buy-sell funding, or building estate liquidity with professional oversight.
Unique Value Proposition
The Retirement Bank Method™ maps insurance and planning into a repeatable process that aims to convert owner-dependent companies into transferable retirement assets by improving systems, leadership, cash flow, documentation, and exit readiness. That approach links product design to a business valuation and transfer objective.
Real World Use Case
A small business owner uses Premier 72 to create a continuity plan. The engagement layers key-person coverage, buy-sell funding, and estate liquidity solutions, then documents responsibilities and review intervals so the owner can present a clearer, bankable succession plan to partners or lenders.
Pricing
Premier 72 presents advisory and structuring as consultative services rather than fixed-product fees. Pricing details are not published and are typically customized to scope, with implementation often billed or facilitated through recommended carriers and outside professionals.
Website: https://premier72.com
eXitSystems™
At a Glance
The platform leans on two proprietary assessment engines, ValuCore™ and ValuAtlas™, to produce a 12-dimensional transformation roadmap for owner-led mid-market firms. The vendor's marketing materials cite case studies that report valuation gains and EBITDA improvements, so those outcomes are claims from the provider.
Core Features
The product focuses on exit readiness and scale planning through a set of practical tools and delivery methods.
- AI-powered diagnostics via ValuCore™ and ValuAtlas™ to identify value gaps and owner dependency.
- Modular delivery model that pairs the platform with vetted strategic partners for hands-on execution.
- A 12-dimensional transformation planning framework covering operations, leadership, and financial levers.
- Assessment and roadmap tools that translate diagnostics into phased workstreams and measurable objectives.
Key Differentiator
The single strongest distinction is the pairing of proprietary AI assessments with a transformation framework built for mid-market exits and scale. That combination lets advisors move from diagnosis to a partner-backed delivery plan without rebuilding the assessment logic each time.
Pros
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Rapid diagnostics reduce the time to a prioritized roadmap. The platform turns discovery into a ranked set of initiatives rather than a long wish list.
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The modular partner model makes it easier to convert strategy into execution. You get both assessment outputs and access to vetted operators.
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A focus on operational independence helps owners reclaim time. The framework explicitly targets owner dependence as a measurable risk.
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The vendor points to case studies showing valuation and EBITDA improvements, which provides tangible storytelling for sellers and boards.
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Structured, repeatable assessments create a common language for leadership and prospective buyers during due diligence.
Cons
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Pricing and package detail are not published, so budget planning requires a discovery conversation.
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Public third-party reviews and independent performance audits are not provided in the source material, which limits external validation.
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The platform promotes a multi-phase transformation. That scope can demand significant owner time and internal resources to realize the promised results.
When It May Not Fit
If you run a small owner-operated firm under the mid-market threshold or need a light advisory checkup, eXitSystems™ may be more process and cost than necessary. Also, if your team cannot commit to multi-phase implementation, the model will deliver limited upside.
Who It's For
Founder-led mid-market companies that are owner-dependent and serious about building transferable enterprise value for sale or independent scale. Best when owners are willing to invest time and follow through on operational change.
Real World Use Case
An owner with growing revenue but chaotic operations uses the platform to identify five priority workstreams. The modular partner network helps implement standard operating procedures, tighten pricing and margins, and document leadership roles so the company can be marketed without the owner as a single point of failure.
Pricing
Pricing is not published and the offering is listed as informational only. Expect customized engagement fees that reflect assessment scope, partner involvement, and execution phases rather than a flat subscription.
Website: https://exitsystemsai.com
Legacy Partners
At a Glance
Legacy Partners centers its work on a two-step Master Exit Plan® process: design the strategic exit, then lead execution to align business sale, personal finance, and estate considerations. This dual focus aims to preserve owner goals and legacy while moving the transaction forward.
Core Features
- Master Exit Plan®: a documented, step-by-step roadmap that links value creation to exit timing and owner objectives.
- Business valuation and optimization: formal valuation plus targeted operational changes to increase transferable value.
- M&A advisory: sell-side advisory and deal execution support for privately held companies.
- Personal financial planning integration: aligns post-exit income needs with transaction structure.
- Estate and tax review services: coordinates estate planning and tax implications alongside the business exit.
Key Differentiator
Legacy Partners emphasizes a single, process-driven Master Exit Plan® that intentionally ties business optimization to personal and estate planning. That integrated structure targets privately held middle-market owners who need both strategy and hands-on execution rather than a one-off valuation or a broker-only sale.
Pros
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Unbiased, holistic approach that treats the owners personal goals as part of the deal structure rather than an afterthought.
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Experienced team with diverse industry knowledge capable of coordinating advisory, legal, and tax specialists during execution.
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The two-step model separates planning from execution so owners see a clear roadmap before engaging in transaction activity.
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Offers both strategy and execution support, reducing the number of advisors an owner must manage during a sale or succession.
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Global reach with a team based in the US, useful when cross-border buyers or external markets are relevant to valuation.
Cons
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Services are primarily tailored for companies with EBITDA over $1 million; very small businesses may find the process too elaborate.
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Pricing is not published and is typically custom, which requires an initial consult to understand scope and cost.
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Focused on middle-market deals; owners of very large enterprises or high-growth startups may need a different advisory profile.
When It May Not Fit
If your business is an early-stage startup or a microbusiness with modest revenue, Legacy Partners structured, middle-market orientation will likely exceed your needs and budget. Likewise, publicly traded companies or conglomerates seeking enterprise-level investment banking will find the firms middle-market focus limiting.
Who It's For
Middle-market business owners planning a planned exit, succession, or sale who want a coordinated plan that addresses valuation, M&A execution, personal finance, and estate matters. Best for privately held firms seeking a single advisory partner to manage both strategy and closing details.
Real World Use Case
A family-owned manufacturing firm engaged Legacy Partners to build a Master Exit Plan®, enact operational improvements to raise valuation, run a targeted M&A process, and synchronize estate planning. The firm managed the transition end to end so ownership transfer matched the familys financial and legacy goals.
Pricing
Fees are not publicly listed and are typically custom based on business complexity and the scope of execution required. Expect pricing models tied to project scope, retainer plus success fee structures, or engagement-specific retainers for M&A execution.
Website: https://legacypartnersllp.com
Plan Bot
At a Glance
$295 for a personalized conceptual plan with delivery in a few hours, the vendor advertises. Plan Bot combines AI analysis with four input modes — manual, voice, phone, and chat — and targets small and mid sized business owners and their advisors who want faster, lower cost exit planning.
Core Features
- Automated data collection and organization that pulls owner inputs into a single structured file for review.
- Custom conceptual reports generated from the collected data to outline exit options and value drivers.
- Multiple input modes: manual entry, voice dictation, phone interaction, and chat for flexible data capture across devices.
- Mobile access on iPhone, Android, iPad, and tablets so owners can work from the office or at home.
- Use of AI to analyze and synthesize data into readable recommendations and diagnostic summaries.
Key Differentiator
Plan Bot’s main claim is its heavy use of AI to produce tailored exit planning concepts quickly and at a lower published price point than many advisor led processes. That focus on automated, multi modal data capture aims to shrink the time from first contact to an initial plan.
Pros
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Quick access to a packaged plan for owners who need a starting point before meeting an advisor. This reduces the time spent collecting basic documents.
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Automates tedious prep work for advisors by turning raw answers into draft reports, freeing up adviser time for interpretation and deal structuring.
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Flexible interaction modes let older owners choose phone or voice rather than wrestling with complex forms.
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Mobile friendly design supports on the go updates from the business owner, which keeps the plan current between meetings.
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Designed specifically for small and mid sized businesses so examples and prompts match the realities of owner dependent firms.
Cons
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The tool does not replace professional advice and requires external validation before formal transactions or legal steps.
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The application is still rolling out and features or workflows may change during launch, which can affect early adopters.
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Voice interpretation can vary with accent or background noise, so some owners will need to use manual entry or phone assisted sessions.
When It May Not Fit
If your company is large, has multiple subsidiaries, or needs bespoke tax and legal modeling, Plan Bot is not designed for that level of complexity. Also, if you require a fully documented, advisor certified valuation or a legal ready sale package, Plan Bot should be treated as preparatory work rather than a final deliverable.
Who It's For
Owners of small and mid sized businesses, especially Baby Boomer owners, who want an affordable, fast way to understand exit options and prepare documents before meeting an advisor. Professional advisors who want to automate intake and offer a low cost conceptual plan to more clients will also find it useful.
Real World Use Case
An owner uses Plan Bot to answer prompts by phone and by uploading basic financials. Plan Bot generates a concept report that clarifies likely sale timing, key value drivers, and missing documentation. The owner brings that report to a meeting with a trusted advisor and spends the session on strategy rather than form filling.
Pricing
The vendor lists a single offering at $295 for a personalized conceptual plan. The vendor advertises delivery in a few hours; that delivery claim was noted above. Check with Plan Bot for current availability and any startup stage terms.
Website: https://planbot.ca
Planned Exit Partners LLC
At a Glance
Led by FINRA-licensed M&A advisors, Planned Exit Partners focuses on companies with $5M to $100M in revenue and earnings north of $1M. The firm emphasizes planning years ahead and offers free initial assessments to start a structured exit roadmap.
Core Features
- Early exit planning guidance that prioritizes timing, leadership transfer, and tax-aware structuring.
- Business valuation services tied to lower-middle market comparables and deal precedent analysis.
- Transition Readiness Assessment to identify owner dependence, process gaps, and deal blockers.
- Exit and succession strategy consulting that aligns personal financial goals with transaction timing.
- Industry-specific M&A market analysis to position the business for buyer interest.
Key Differentiator
The firm’s primary edge is a deliberate focus on long lead-time planning. Planned Exit Partners takes a collaborative, multi-year approach that treats exit readiness as an operational program rather than a one-off transaction event.
Pros
- Experienced advisory team. The presence of FINRA-licensed advisors and M&A specialists supports credibility in negotiation and deal execution.
- Planning-first methodology. Encouraging owners to start years ahead helps uncover value drivers most advisors miss late in a sale process.
- Full sell-side capability. They combine valuation, strategy, and transaction execution so owners work with one team from planning through close.
- Free initial assessments lower the barrier to get a second opinion on timing and value.
- Industry analysis that helps set realistic price expectations based on market comparables.
Cons
- Pricing details are not public. The lack of a published fee schedule forces prospective clients into discovery calls to learn cost structure.
- Narrow market fit. The service is primarily aimed at family-owned and lower-middle market businesses, limiting relevance for startups or very large enterprises.
- Limited technology disclosure. There are no clear details about client portals, reporting dashboards, or digital tools used during engagements.
When It May Not Fit
If you run a high-growth startup seeking venture exit paths, this firm is a poor match. Likewise, very large enterprises with complex global structures will outgrow the lower-middle market focus and boutique advisory scope.
Who It's For
Family-owned business owners and executives operating in the $5M to $100M revenue band who want a disciplined, years-ahead exit plan. Ideal for owners who prefer a single advisory team to marry personal financial goals with transaction execution.
Real World Use Case
A Kansas City family-owned manufacturer retains Planned Exit Partners for a two-year readiness program. The firm performs valuation work, a readiness assessment, and advises on timing and deal structure to preserve legacy while improving sale proceeds.
Pricing
Fees are not explicitly stated on the vendor site and are likely customized by engagement scope. Expect a mix of advisory retainers and transaction fees tied to deal complexity and size rather than fixed off-the-shelf pricing.
Website: https://plannedexitpartners.com
Exit Game Plan
At a Glance
The firm's materials emphasize nationwide coverage while calling out a regional focus in Florida, Ohio, and Tampa. The website is largely informational and does not publish fee schedules or detailed service packages, so most pricing and scope questions require a direct conversation.
Core Features
- Business brokerage services for owners who want to list and sell their companies.
- Mergers & acquisitions advisory to guide deal structure, valuations, and buyer outreach.
- Acquisition funding assistance that helps buyers identify financing options.
- Business-for-sale listings and a roster of sold listings and success stories to demonstrate experience.
Key Differentiator
Exit Game Plan positions itself as a transaction-first broker with both local market experience and national reach. Where advisory firms like Premier72 focus on exit readiness, systems, and owner independence, Exit Game Plan concentrates on taking a sale or purchase from listing through closing and helping arrange deal funding.
Pros
- Specialized deal focus. The team centers on selling and buying businesses, which speeds up valuation and buyer-match work.
- Regional market knowledge. Highlighting Florida, Ohio, and Tampa can give sellers a practical edge in those local buyer pools.
- End-to-end transaction support. The firm lists services from initial brokerage to funding assistance, reducing the number of third-party handoffs.
- Experienced brokers and advisors are listed as part of the offering, which matters in negotiation and due diligence.
- Public sold listings provide examples that you can point to during an initial call.
Cons
- No published packages or pricing on the site, so fee expectations must be set in conversation.
- Service details are thin online; there is little visibility into process steps, timelines, or deliverables prior to contact.
- The site does not describe digital tools or platforms used for marketing or buyer management, leaving technology posture unclear.
- Because online content is primarily informational, prospective clients may need multiple calls to map scope and costs.
When It May Not Fit
If you want a documented exit-readiness program that improves owner independence and operational transferability over years, a firm focused on long-term preparation may be a better match. If you prefer transparent, line-item pricing before any call, this firm’s current web presence will feel opaque.
Who It's For
You are a Baby Boomer business owner planning a sale, a buyer hunting acquisition opportunities, or an entrepreneur seeking M&A advisory and funding help. This firm fits owners who prefer starting with a broker relationship and progressing to negotiated terms rather than those who want packaged, self-serve exit planning.
Real World Use Case
A small business owner in Florida contacts Exit Game Plan to sell their business. The broker lists the company, markets to local and national buyers, helps vet offers, and assists with acquisition funding introductions until the deal closes.
Pricing
The website does not list fees or retainer models and marks pricing as not applicable in its public content. Expect fees and commission structure to be negotiated case-by-case during an initial engagement conversation.
Website: https://exitgameplan.com
Comparative Analysis: Exit Planning Advisory Alternatives
When considering exit planning and advisory firms, understanding the unique offerings and practical applications of each option ensures alignment with specific business needs and preferences. In this analysis, we explore how the recommendations differ in their approaches, highlighting unique strengths and contexts where each might excel.
Scope and Services
Premier72 centers its offerings around structured annual reviews and long-term strategic planning which integrates insurance solutions with overarching business transition objectives. By incorporating a client's exit readiness into transitional and long-term ownership planning highlighted within the "Retirement Bank Method™", this alignment serves as a considerable advantage for business owners seeking a cohesive strategy ready for staggered implementation. In contrast, Legacy Partners produces an instructed "Master Exit Plan®" that merges valuation with direct sale preparations, offering a focus more closely aligned with immediate sale and transaction management.
Accessibility and Advisor Dependence
Plan Bot leverages an AI-driven system to create swift conceptual plans for owners needing a preliminary understanding of their exit pathway. At $295 for a conceptual roadmap, it offers a starter approach much more accessible than traditional advisory engagements, though requiring further professional validation prior to execution. Conversely, eXitSystems™ provides technology integration through its tools like "ValuCore™", offering in-depth gap assessments and leveraging external partners for complex operational implementations, which meets needs for deeper transformations within larger operational scopes.
Suitable Scenarios
- For structured insurance-focused advisory integrating corporate transitions, Premier72 provides an educational, process-forward method that focuses on broader readiness.
- Businesses seeking automated preliminary planning inputs to lead into structured advice should consider Plan Bot.
- Owners wanting modular multi-tier engagement via diagnostics combined with operational application could explore eXitSystems™.
Our Pick
Premier72 offers a premier match where long-term strategy compliance is imperative. By intertwining financial instruments with structured workplace practices ahead of transitionary motions, it serves methodically precise cases, particularly aimed toward owners engaging amid broad-scale readiness for optimizing eventual value transfer.
Exit Planning Advisory Comparison
Compare these providers of exit planning and succession advisory services to identify the best fit for your goals and needs based on unique offerings and processes.
| Service/Provider | Key Differentiator | Best For | Pricing | Notable Limitation |
|---|---|---|---|---|
| Premier72 | Education-first advisory with multi-pillar strategies | Business owners coordinating exit and legacy planning | Not disclosed | Advisory services require external coordination |
| eXitSystems™ | Proprietary AI diagnostics and roadmap tools | Founder-led mid-market firms focusing on transferable value | Not disclosed | Demands significant time for full multi-phase execution |
| Legacy Partners | Integrated Master Exit Plan® addressing personal and business goals | Middle-market owners seeking aligned business and personal exit strategies | Not disclosed | Primarily tailored for firms with EBITDA over $1 million |
| Plan Bot | AI-generated quick conceptual exit plans | Small and mid-sized business owners needing a fast, affordable start | $295 | Requires external professional validation |
| Planned Exit Partners LLC | Multi-year planning focus treats readiness operationally | Family-owned businesses in the $5M-$100M revenue range | Not disclosed | Oriented toward lower-middle market brackets |
| Exit Game Plan | Local expertise with broker-first transaction approach | Baby Boomer owners preferring broker-led M&A transactions | Not disclosed | Online resources lack detailed process and transparency |
Find a Stronger Path Beyond plantheexit.com Alternatives
Choosing the right exit planning partner can feel overwhelming when your goals include improving profitability, reducing owner dependence, and preparing your business for a smooth succession or sale. Premier72 offers an education-first advisory approach that transforms owner-dependent companies into transferable retirement assets through The Retirement Bank Method™. This structure aligns your leadership, cash flow, and documentation with long-term exit readiness without rushing into product placement.
Premier72 couples comprehensive business advisory services with insurance-based strategies designed for Baby Boomer business owners seeking clarity and control over retirement or sale preparation. Visit Premier72 to explore how their structured review process and personalized planning can support your exit goals.
Get started today by scheduling a consultation and walk away with a written strategy that bridges your current operations to a bankable, transferable retirement asset.
Frequently Asked Questions
What features does Premier72 offer for exit planning advisory?
Premier72 offers an education-first advisory approach that prioritizes client understanding before product placement. This model allows for tailored insurance structuring and written strategies to meet client goals, making it a natural fit for business owners looking for comprehensive exit planning. To get started, reach out to their advisory team for personalized guidance.
How does Premier72 compare to eXitSystems™ for exit planning?
eXitSystems™ provides AI-powered diagnostics to identify value gaps and owner dependency, making it suitable for companies needing structured transformation. In contrast, Premier72 focuses on long-term stewardship and documented recommendations, which benefits business owners seeking ongoing support for succession or sale. Consider Premier72 if you want a deeper advisory relationship that emphasizes education and continuous planning.
What specific advisory services does Premier72 include?
Premier72 provides services such as life insurance and annuities guidance, business continuity planning, and structured reviews for written plans. This comprehensive suite enables business owners to prepare effectively for transitions, ensuring all critical areas are addressed. It's ideal for owners looking to integrate various aspects of planning into a single framework.
Can I coordinate legal and tax advice with Premier72's services?
Yes, Premier72's structured review process includes documented recommendations that align closely with legal and tax work. This coordinated approach helps ensure that your exit strategy takes all necessary factors into account, allowing for a more efficient planning experience. It's advisable to bring your legal and tax advisors into the discussion for optimal results.
Is there a pricing structure for Premier72's exit planning services?
Pricing for Premier72's services is customized based on the scope of advisory and structuring involvement. Since their model revolves around consultative services instead of fixed fees, you should expect a discussion to determine the ultimate costs based on your specific needs.