Vesticor Advisors

Attention Financial Advisors: Are You Protecting Your Business Owner Clients—Or Letting Another Firm Take Over? ?? $1.5+ trillion in businesses are sold annually, with 90% of transactions happening privately. ?? 82% of business owners switch wealth advisors after selling their business. ?? 40% of business sales are triggered unexpectedly by death, disability, divorce, or ownership disputes. —so if you’re not the one helping them build an exit strategy before they need it, someone else will and their liquidity event proceeds will likely go to someone else. Solution: Vesticor- The Only M&A Firm Aligned with Wealth Advisors Take Action: ? Step 1: List every business owner client you have. ? Step 2: Call me. Let’s determine what the opportunity looks like if they were to sell down the road. Deals take time. Relationships take strategy. Be the advisor who brings solutions BEFORE your client asks for them. ?? ?? Book time with me directly through my Calendly: hhttps://lnkd.in/eRWDg79v #WealthManagement #FinancialAdvisors #BusinessOwners #ExitPlanning #MAAdvisory #PrivateMarkets #SuccessionPlanning

Financial Advisors: Are You Overlooking One of Your Biggest Opportunities? ?? $1.5 trillion in businesses are sold annually, with 90% of transactions happening privately. ?? 82% of business owners switch wealth advisors after selling their business. ?? 40% of business sales are triggered unexpectedly by death, disability, divorce, or ownership disputes. —so if you’re not the one helping them build an exit strategy before they need it, someone else will and their liquidity event proceeds will likely go to someone else. Take Action: ? Step 1: List every business owner client you have. ? Step 2: Call me. Let’s determine what the opportunity looks like if they were to sell down the road. Deals take time. Relationships take strategy. Be the advisor who brings solutions BEFORE your client asks for them. ?? ?? Book time with me directly through my Calendly: https://lnkd.in/eRWDg79v #WealthManagement #FinancialAdvisors #BusinessOwners #ExitPlanning #MAAdvisory #PrivateMarkets #SuccessionPlanning

Financial Advisors: Are You Overlooking One of Your Biggest Opportunities? ?? $1.5 trillion worth of businesses are sold annually, with 90% of transactions happening privately. ??Close to 82% of business owners switch wealth advisors after selling their business! That means if you're not actively helping your business owner clients prepare for an exit, you're at risk of losing them—and their liquidity event proceeds—to someone else. ? Step 1: List every business owner client you have. ? Step 2: Call me. Let’s run a valuation and determine what the opportunity looks like if they were to sell down the road. Deals take time. Relationships take strategy. Be the advisor who brings solutions BEFORE your client asks for them. ?? ?? Book time with me directly through my Calendly: https://lnkd.in/eRWDg79v #WealthManagement #FinancialAdvisors #BusinessOwners #ExitPlanning #MAAdvisory #PrivateMarkets #SuccessionPlanning

Wealth Advisors | Financial Advisors: Did you know that 40% of business sales are triggered by the 5 D’s—Death, Disability, Divorce, Disagreement, and Distress? ?? These unforeseen events often force owners to sell without a proper strategy, putting their financial future—and your client relationship—at serious risk. Here’s the hard truth: If there’s no Plan B, there is no plan. And if you’re not talking to your business owner clients about their exit strategy, someone else will be. Without proactive planning, business owners face: ?? Losing significant business value during a rushed sale ?? Financial instability post-exit ?? Emotional stress impacting their legacy This is where you come in. Partnering with Vesticor, you can: ? Help your clients maximize the value of their business ? Ensure they have a smooth transition to new ownership ? Secure and grow your AUM by aligning with their long-term goals Most M&A firms focus only on the sale. At Vesticor, we help you support business owners long before the transaction, positioning you as their trusted advisor throughout the process. ?? Schedule a call: https://lnkd.in/eRWDg79v ?? Email me: [email protected] Let’s make sure you’re the advisor they rely on before, during, and after their exit. #ExitPlanning #WealthAdvisors #BusinessOwners #SuccessionPlanning #MergersAndAcquisitions #ClientRetention

?? A Thanksgiving Message to My Trusted Network ?? As Thanksgiving approaches, I want to take a moment to thank all of you—wealth advisors, business owners, CPAs, attorneys, and my valued professional partners. Your collaboration, trust, and partnership drive the work we do together to help businesses thrive and transitions succeed. This holiday season is the perfect time to reflect on our shared goals: To Wealth Advisors: Strengthening relationships and retaining liquidity after a client’s business transition. To Business Owners: Preparing for a successful exit or growth plan that aligns with your vision. To Professional Partners: Creating seamless strategies to meet your clients’ needs while expanding your value as trusted advisors. Let’s use this time of gratitude to focus on what’s next: building opportunities, protecting legacies, and ensuring 2025 is a year of growth and success. ?? Let’s Collaborate Now is the perfect time to align our strategies and discuss how we can create impactful outcomes for your clients and your business. Let’s explore ways to deepen client loyalty, access new opportunities, and build your reputation as the go-to advisor for business owners. ?? Schedule a call: https://lnkd.in/eRWDg79v ?? Email me: [email protected] #CEPA #CFP #BusinessPlanning #WealthAdvisors #ExitStrategies #FinancialAdvisor #BusinessOwners #ClientLoyalty #MergersAndAcquisitions #RaisingCapital

Wealth Advisors | Financial Advisors: Are you ready to seize the $1.5 trillion opportunity happening every year in private business sales? ?? Here’s the reality: ?? 82% of business owners switch advisors after selling their business. ?? Most advisors miss out on new opportunities because they’re only brought in too late in the game. With my Business Owner Service Model, I help you: ? Retain your existing business owner clients and their post-sale liquidity. ? Attract new clients by meeting their needs years before a sale. ? Position yourself as their trusted advisor before, during, and after the sale. Don’t let your clients—or their assets—slip away. Let’s discuss how you can secure relationships, grow your AUM, and stand out in a competitive market. ?? Schedule a call: https://lnkd.in/eRWDg79v ?? Email me: [email protected] The stakes are high, but the rewards are even higher. Let’s partner to make sure you’re capturing this opportunity. #ExitPlanning #WealthAdvisors #BusinessOwners #MergersAndAcquisitions #WealthManagement #ClientRetention #AdvisoryGrowth

?? Attention Wealth Advisors, Financial Advisors ?? ?? Empower Your Business Owner Clients—And Your Practice ?? As financial advisors, your role in guiding business-owner clients through their biggest transitions is crucial. That’s why I developed the "Business Owner Client Service Model"—a transformative approach designed to help wealth advisors bring valuable resources and options to their business-owner clients, increasing the odds of securing future liquidity proceeds. ?? Proactive Partnership: We support you long before your clients are ready to sell, helping you anticipate needs, build strategies, and strengthen your advisor-client relationship. ?? Expand Your Reach: Our model empowers you to not only serve current business-owner clients with greater confidence but also attract new prospects who need expert guidance. ?? Maximize Client Outcomes: This model ensures your clients achieve successful exits on their terms, and it helps you retain those post-sale assets that can transform your practice. ?? Let’s talk about how to position your practice as the go-to advisor for business-owner transitions. Reach out today to see how this model can reshape your client relationships! ?? [email protected] ?? www.vesticor.com ?? Schedule a time: https://lnkd.in/eRWDg79v #BusinessOwnerExits #WealthAdvisors #ClientSuccess #AdvisorAdvantage #Vesticor

Attention Wealth Advisors | Financial Advisors: Are you prepared to guide your business owner clients through their entire journey—not just at the sale? ?????? If you aren’t, here’s a wake-up call: 82% of business owners switch advisors after selling their business. That’s a massive risk to your practice, especially considering the $1.5 trillion opportunity in annual U.S. private business sales. The typical M&A firm focuses only on transactions, but my approach is different. With my "Business Owner Service Model", I’m here to align with you, helping you support clients at every stage, years before they even think about selling. This means deeper loyalty with your clients and a solid strategy to capture part of that trillion-dollar market. Here’s why this matters: ?? Business owners need early planning to protect and grow their wealth—and the advisor guiding them is best positioned to help. ?? You can expand your client base by reaching business owners who haven’t yet committed to a sale but need a roadmap for the future. ?? You’ll differentiate yourself as the advisor who can provide unparalleled support, attracting even more business owners. Let’s discuss how you can deepen client loyalty, access new opportunities, and build your reputation as the go-to advisor for business owners. ?? Schedule a call: https://lnkd.in/eTBrmfWk ?? Email me: [email protected] hashtag #CEPA #BusinessPlanning #M&A #WealthAdvisors #ExitStrategies #FinancialGrowth #BusinessOwners #ClientLoyalty #MergersAndAcquisitions #FutureFocused

Attention #Wealth Advisors #Financial Planners: Are Your Business Owner Clients Prepared for Their Exit Strategy? ?? ?? Did you know that 79% of business owners want to exit their business in the next five years, but most aren't fully prepared to do so? Many don’t even realize the value of their company, or the steps needed to ensure a smooth transition. As a wealth advisor, you have the unique opportunity to add tremendous value to your clients by helping them navigate this crucial time. But who is guiding you on how to deliver these solutions? That’s where I come in. I’ve spent years working closely with wealth advisors, giving them the tools and strategies they need to: ?? Identify potential business exit opportunities ?? Secure post-sale liquidity for their clients ?? Ensure the highest possible value for a successful sale If you’re looking to strengthen your relationships with business owners and become their trusted partner during one of the most important decisions of their lives, let’s talk. ?? ?? Schedule a call today! https://lnkd.in/eRWDg79v ?? Or email me directly at: [email protected]

Attention #Wealth Advisors #Financial Planners #Financial Advisors ?? 80% of Business Owners Switch Advisors After Selling – Let’s Fix That! ?? Fact: Over 80% of business owner clients switch advisors after they sell their private business, leaving you at risk of losing key relationships and assets. But it doesn’t have to be this way. At Vesticor, we partner with you before the sale happens to ensure you stay at the center of your client’s financial journey. I’ll show you how to de-risk your book and prevent business owner clients from walking away, while capitalizing on this $1.5+ trillion annual market opportunity. ?? Schedule a call now—let’s meet with your business owner clients even if they aren’t ready to sell. Together, we’ll secure post-sale liquidity and keep your client relationships intact. Brian C. Summe Chief Revenue Officer | Partner ?? (859) 630-6134 ?? [email protected] ?? www.vesticor.com ?? Schedule a Call