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Resources to Help You Guide Your Clients
Professional materials, guides, and tools designed to help you educate business owner clients about exit planning and business value.
Client Education Materials
White-labeled resources you can add your brand to and share directly with your business owner clients. All materials are professionally designed and ready to use in client meetings.
Business Sale Workbook
A comprehensive guide to help you think through timing, goals, financial needs, and what matters most in your transition.
Exit Readiness Assessment
Self-assessment tool to help business owners evaluate their readiness for a sale. Includes scoring rubric and action items.
Business Value 101
Simple explanation of how businesses are valued, what drives value, and common valuation methodologies buyers use.
Tax & Deal Structure Guide
Overview of tax strategies and how deal structure impacts net proceeds. Covers asset vs. stock sales, earn-outs, and more.
Presentation Materials
Ready-to-use presentation decks for client meetings and educational seminars. Fully editable PowerPoint files.
Exit Planning Presentation Deck
Complete presentation covering the exit planning process, timeline considerations, and common pitfalls to avoid. Professional design with charts and graphics.
Business Value Drivers Overview
Educational presentation explaining what makes businesses valuable, key metrics buyers evaluate, and how to improve positioning.
Communication Templates
Pre-written templates to make client conversations easier. All templates are editable Word documents.
Client Introduction Email Template
Professional email template for introducing the concept of exit planning to business owner clients. Includes subject lines and follow-up suggestions.
Referral Introduction Script
Suggested language for introducing Prevail to your clients. Includes phone script and in-person meeting talking points.
Exit Planning Discussion Guide
Conversation framework for initial exit planning discussions. Includes key questions to ask and topics to cover.
Market Intelligence
Current market data to help your clients understand valuation trends and market conditions. Updated regularly.
Current Market Trends Report
Quarterly report on M&A market activity, valuation multiples, buyer appetite, and trends by industry sector.
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