There are four revenue streams generated by Exit Planning advisors. First, there is the up-front, flat fee that you charge to manage the advisor team in the creation of the final Exit Plan. Then, there are the core services you supply to fulfill the requirements of the Exit Plan. Additionally, there is an annual implementation fee that you charge if you are coordinating the implementation of the plan over a period of years. Finally, there is a success fee in representing the business owner in a third-party sale or bringing assets under management after the liquidity event. The fees typically run from .5% to 2% of Annual Gross Revenue. BEI Members
can use the fee estimator tool to give them some direction, but ultimately it is up to each advisor to decide what they think is defensible.