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ExitSmarts ™ BUILDING EXI T OPTIONS

Advisory Services Through ExitSmarts ™

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. 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 firmwon’t risk losing a Tax client, it will ensure creating a Business client. Strengthened Advisory Services for those firms that have already have a revenue growth strategy. What’s in it for the Accounting Firm?

PorteBrown ® ACCOUNTANTS & ADVISORS

Bruce Jones Managing Partner / CEO, CPA Porte Brown LLC [email protected]

Pam Metzger Chief Marketing Officer Porte Brown LLC [email protected]

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.

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. 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:

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.

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enter ExitSmarts So what exactly is ExitSmarts? It is a process- driven 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.

ExitSmarts solves both problems—

But Advisory Services is Not Enough The Solution? ExitSmarts

Second, by providing to the accounting firma 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. First, by making accountants quarterbacks, or the undisputed leaders, of Exit, Transition and Succession Planning teams, and…

According to AccountingWEB: 88% of the fastest growing accounting firms help their clients with non-accounting services.

From CPA Practice Advisor: 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 .

Xero.com says: “The main goal is to move away from being valued for your time, into a role where you’re valued for your financial expertise.”

ExitSmarts ™ BUILDING EXI T OPTIONS

www.portebrown.com