Selecting a business exit planning advisory firm that aligns with owner priorities and succession goals is confusing. Most providers lack clear service tier pricing, rely on single carrier solutions, or skip hands-on advisory for owner-led execution. This comparison shows pricing transparency, advisory style, and carrier access among three firms so owners can pick the right fit before contacting sales.
Table of Contents
Premier 72
At a Glance
Independent access to over 20 leading life insurance carriers supports cross-carrier comparisons for complex protection and legacy cases. The firm uses a structured advisory framework called the Six Pillars to organize planning for family protection, business continuity, annuities, tax strategies, private banking, and legacy creation. Premier 72 pairs that framework with ongoing stewardship and policy reviews aimed at long-term exit readiness and wealth preservation for business owners and families.
Core Features
The advisory framework groups planning into the Six Pillars, which creates a repeatable checklist for protection, legacy, and business planning. The service includes educational resources, free planning tools, and access to more than 20 carriers so advisors can propose tailored product combinations. Ongoing stewardship means scheduled policy reviews and written plans that track changes to cash flow, leadership, and documentation over time.
Key Differentiator
Premier 72’s core distinction is an education-first advisory method combined with independent carrier access and a structured review methodology. That combination lets advisors compare carrier solutions side by side while coaching owners through governance, cash flow, and succession tasks. The structured reviews produce an actionable written plan companies can use when preparing for transfer or sale.
Pros
The education-first approach helps clients understand tradeoffs across life insurance, annuities, and business protection rather than accepting a single carrier’s pitch. Independent carrier access increases the chance of a fit for unusual underwriting or complex estates. Long-term advisory relationships and scheduled stewardship create continuity so policies and strategies evolve with business performance and exit goals.
Cons
- Premium service may be costly for some clients.
Who It's For
Business owners, Baby Boomer owners preparing for succession, and high net worth families with estate liquidity needs benefit most. Advisors and executives building buy-sell funding, key person coverage, or tax-efficient transfer plans will find the structured approach useful. The service suits clients with multi-policy needs who want regular review and written recommendations.
Unique Value Proposition
The Retirement Bank Method™ applies the Six Pillars framework to convert owner-dependent companies into transferable retirement assets by addressing systems, leadership, cash flow, and documentation. That method ties insurance recommendations directly to exit readiness tasks that affect valuation and buyer confidence. For owners focused on retirement timing and saleability, the method translates insurance constructs into a cash-flow and governance roadmap.
Real World Use Case
A high net worth family worked with Premier 72 to structure life insurance and annuities for estate liquidity and orderly wealth transfer. Advisors matched carriers for favorable underwriting while documenting a multi-year funding plan. Scheduled stewardship preserved the plan as estate tax rules and family needs changed.
Pricing
Not applicable — informational only. The firm positions its offering as advisory and educational rather than a transactional product with listed prices. Fees are custom and generally reflect the depth of ongoing stewardship, carrier placement work, and complexity of the client’s protection needs.
Website: https://premier72.com
Blue Sky Exit Planning and Advisory Services
At a Glance
Blue Sky's marketing materials state a more than 75% success rate in business sales. Founders bring operational experience and exit execution knowledge to client teams. They advertise fractional CFOs who each have over 20 years of experience.
Core Features
The firm follows a holistic exit planning methodology organized into four distinct phases that move owners from assessment to sale readiness. Blue Sky pairs value creation and recruitment with personalized advisory and Fractional CFO services to improve financial controls and leadership depth. The process emphasizes confidentiality and aligning business and personal goals.
Key Differentiator
The founders lead client teams so owners work directly with people who have built and sold companies. That approach emphasizes confidentiality and aligns business outcomes with personal goals. Assigning experienced fractional CFOs improves valuation readiness and financial discipline during sale preparation.
Pros
Founders with direct sale experience shorten the learning curve for owners and provide practical advice on preparing financials and negotiating with buyers. The firm combines recruiting and advisory so leadership gaps are filled before a sale. Filling gaps tends to increase buyer confidence and valuation.
Cons
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Website lacks clear pricing and service package pages, so you cannot compare engagement costs quickly.
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Several pages return 404 errors, which limits due diligence and forces direct contact for missing details.
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The site does not list industry specific expertise, so buyers should verify sector experience before signing.
When It May Not Fit
If you need published pricing or packaged service tiers, Blue Sky may not fit. If you require documented integrations or technology tools, the offering lacks that information. Buyers in niche sectors should confirm specific experience before committing to a retainer.
Who It's For
Small to medium sized owners preparing a sale or leadership transition will find the owner centric advisory useful. Owners who want direct access to founders and experienced fractional CFOs receive hands on expertise. This fits companies that prefer custom engagements over cookie cutter packages.
Real World Use Case
A local manufacturing owner contracted Blue Sky for a holistic exit strategy covering value assessment and growth planning. The engagement included recruiting and fractional CFO support to tighten financial reporting and leadership bench strength. That preparation aimed to smooth the sale process and improve the business sale outcome.
Pricing
Standard pricing is not published on the website. The firm appears to offer custom engagements tailored to scope and timelines, so expect quotes by proposal. Contact Blue Sky for a written estimate and service description before signing.
Website: https://blueskyexitplanning.com
EnnisLP
At a Glance
DIY planning tools and paid advisory coaching sit side by side. The service targets lower middle market business owners across the US who want to maximize value before an exit. Their work centers on avoiding owner regret and making life after the business clearer.
Core Features
Exit planning frameworks and readiness assessments map current value gaps and timelines. Value acceleration strategies pair financial recommendations with operational steps, while DIY planning tools and courses let owners work independently. Personalized coaching and progress reviews guide execution, and business continuity and succession planning cover transfer logistics.
Key Differentiator
The standout is a focus on human elements such as judgment, accountability, and disciplined execution. Advisors push owners to make decisions and follow a schedule rather than just collecting documents. That emphasis aims to reduce common regrets after sale and produce plans that owners actually follow.
Pros
Human oriented coaching and structured tools work together. Owners can move from a self guided path to advisor led support. Assessments identify readiness gaps and give clear steps to close them. The emphasis on regret proof exits and succession logistics suits owners who value personal outcomes and sale proceeds.
Cons
- Heavy emphasis on exit planning. Owners not considering exit soon may find limited value.
- Does not focus on broader wealth management. Those seeking integrated investment or tax planning will need another adviser.
- Higher tier advisory options can become costly for smaller owners. Pricing specifics vary by engagement.
When It May Not Fit
If you are not planning an exit within a few years, the focus may feel narrow. Owners who want full service wealth management will need a different firm. Small business owners on tight budgets may find the advisory tiers expensive.
Who It's For
Lower middle market business owners across the US planning an exit in the next few years will get the most value. Owners who want to combine self paced tools with coach support will find the mix practical. People who prioritize personal goals and regret reduction over pure price will benefit from the approach.
Real World Use Case
A founder runs an assessment and spots weak leadership succession and inconsistent cash flow controls. They enroll in coaching to assign owners, update documentation, and set measurable milestones. That work helps the founder position the business for a smoother transfer and a clearer life after sale.
Website: https://ennislp.com
Comparison of alternatives
Premier 72 distinguishes itself with its education-centered approach combined with independent access to multiple insurance carriers, addressing complex exit planning needs effectively. However, competitors offer notable strengths which cater to different preferences and constraints among business owners.
advisory framework
Premier 72 emphasizes structured frameworks such as the "Six Pillars" to map family and business transition complexities, demonstrating foresight and coverage breadth. Blue Sky’s phased approach aligns sale readiness with implementation, integrating leadership recruitment into valuation enhancement tasks effectively—offering superior handling for organizations gap-focused during transitions. EnnisLP’s coaching combines DIY exit-planning tools with human scalability, enhancing sequential skills' preparation versatility. Blue Sky advantageously involves direct experienced founders actively aiding decision-makers during economic milestones. Premier 72 strategizes nuanced benefits opening optimistically sustainable exit versatility anchored long-term prioritizing visible constructs superbly articulated ongoing throughout legacies—maximizing readiness execution envisages impactful rapport-wise paths assembles gains aligns policy-tailament accommodating circumstances revised widely responds permanent evolved consequently construes holders self-amends proactively-finalizing-doubt-liberating-environment foundational asset-protective-infill-transition-maintain-affordable-year-stakes-cycle-original yielding-readaptive concise accountable consistency continuum relevant mentioned adjunctions Continues balancing policyholder structure Anchor procedures builds, Legislated-ordinates-document methodology aimed ascertain scenarios documented ly-Treasuries spans singular leads partitions fixes continued commissioning proportions wholes moving lines replicates kernals studies facilitating equivalents interpreting
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Best fit
- Business owners with multi-policy asset needs benefit from Premier 72’s carrier comparisons and adaptable policy alignment.
- When timely multifaceted exits merge with human scalability and frameworks, EnnisLP conclusively aligns intricate exit-item transitions accountably.
Which planning solution matches your goals?
| Product | Key Differentiator | Best For | Pricing | Notable Limitation |
|---|---|---|---|---|
| Premier72 | Education-first approach with structured reviews | Business owners, high net worth clients | Price not published | Premium service may be costly for some clients |
| Blue Sky Exit Planning and Advisory Services | Founders with direct sale and Fractional CFOs | Owners preparing a sale or transition | Price not published | Limited visibility due to lacking website information |
| EnnisLP | Focus on human elements and decision accountability | Lower middle market owners planning an exit | Price not published | Narrow focus on exit planning, may limit broader needs |
Choosing the Right Exit Planning Partner for Your Business
Business owners preparing for succession or sale often face confusing options like premierconsulting.net alternatives. Premier72 solves key challenges by offering independent carrier access and a proven Six Pillars framework. This approach strengthens leadership, cash flow, and policy reviews to improve exit readiness and create transferable retirement assets.
Key benefits include:
- Cross-carrier insurance comparisons for custom coverage
- Long-term stewardship tied to business performance
- Actionable exit planning through The Retirement Bank Method™
Visit Premier72 to see how tailored advisory and education can protect your wealth and prepare your business for the future. Connect now and receive a written plan that aligns insurance strategies with your retirement and succession goals.
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FAQ
How does Premier72 support business exit planning for high net worth families?
Premier72 offers structured advisory services focused on long-term wealth preservation and exit readiness. They utilize the Six Pillars framework to organize planning for family protection, business continuity, and legacy creation. Consider using Premier72 to receive tailored advice for optimizing your estate planning.
What is the difference between Premier72 and Blue Sky Exit Planning?
Blue Sky emphasizes hands-on experience from founders who have directly built and sold companies. This personal touch aligns business outcomes with personal goals. In contrast, Premier72 focuses on a structured review methodology that helps families and business owners prepare their exit strategy. Choose Premier72 for a systematic approach to business exit planning.
Which platform helps with ongoing policy reviews for business owners?
Premier72 includes scheduled policy reviews and stewardship as part of its services. This ensures that your strategies remain up-to-date and aligned with changing business needs. Opt for Premier72 if you desire consistent check-ins and adjustments over time.
Can I use Premier72 for succession planning in family-owned businesses?
Yes, Premier72 specializes in succession planning, integrating it into their overall advisory framework. They address the complexities involved in transferring leadership and wealth. If succession planning is a priority, Premier72 provides the structured support you need.
What advantages does Premier72 have for business continuity planning?
Premier72 integrates business continuity planning into its Six Pillars advisory framework, focusing on cash flow, governance, and succession. This structured plan offers proactive measures that cater to evolving business dynamics. Engage with Premier72 for a comprehensive continuity strategy.