Build a Scalable Exit Planning Practice
Turn your exit planning expertise into a structured, scalable advisory business—built on real experience, systems thinking, and peer-driven execution.
Real. Simple. Results.
Turn Strategy Into Execution→
Most exit planning advisors understand the methodology, but few turn it into a scalable practice—the real challenge is building the right structure, positioning, and execution. The Exit Mentor Program helps you turn that foundation into a scalable, high-value advisory business.
Clarify your positioning
Build a repeatable delivery model
Improve pricing and structure
Create scalable systems
Build a transferable business
Learn from your peers
COURSE + COMMUNITY
A Structured Program + Peer Environment
You’re not choosing between a course or a community.
You get both:
Course
A clear system to build your practice
Community
A peer group to apply, discuss, and improve
The 5 Pillars Framework
The program is built on a practical system for growing your advisory practice:
Positioning
Define your niche and differentiation
Plan
Build a clear execution rhythm
Process
Create a structured client delivery model
Platform
Implement tools and systems that scale
Partners
Build the right ecosystem around your work
Ready to get started?
How It Works→
This is not theory.
It’s built for real advisory businesses.
Structured Learning
Follow a clear system designed for real-world implementation.
Apply in the Community
Bring real challenges, get feedback, and learn from peers.
Ongoing Support
Stay accountable through discussion, sessions, and shared experience.
Built for Your Work
Designed to integrate into your current advisory practice.
Who We Help
Designed for exit planning advisors, CEPAs, and consultants looking to build a scalable advisory practice and deliver greater client value.
Exit Planning Advisors & CEPAs
Built for Certified Exit Planning Advisors and professionals focused on delivering structured exit planning services.
M&A Advisors & Consultants
Ideal for advisors supporting business owners through growth, transition, and exit strategy.
Advisors Scaling Their Practice
For professionals working with $15M+ businesses who want to build a more scalable, high-value advisory practice.
PRICING
Choose Your Plan
Advisor Membership
$199/m
Monthly calls (teaching + discussion)
Peer roundtables & working sessions
5 Pillars framework access
Playbooks, templates & tools
Workshops & expert sessions
Member directory & connections
Ongoing insights & best practices
No contracts - cancel anytime
Inner Circle
$399/m
Everything in Advisor Membership
Direct access to Renee
Small group sessions
Ongoing mentorship & support
Apply Value Acceleration
Align life, wealth & business
Quarterly planning & annual reset
Build a scalable, transferable business
High-level peer accountability
Early access to tools & frameworks
No contracts - cancel anytime
Powered by Mighty Networks
Powered by Mighty Networks, the Exit Mentor community is built for meaningful connection, focused discussion, and real collaboration.
TESTIMONIALS
What our clients are saying
"Expanded my ability"
"Exit Mentor brings together a unique mix of expertise across the full exit planning spectrum—from operational improvement to M&A execution.
Being part of that environment has significantly expanded my ability to create value for clients and approach engagements with a more holistic lens."
- Karim Ghandour | CEO - Transition Readiness Strategist
"Huge step forward"
"Being part of Exit Mentor gave me the support and clarity to build my practice in a way that feels aligned and scalable.
I’ve been able to define my model, choose the right platforms, and step into business development with confidence. It’s been a huge step forward."
- Todd Bailey, EOS Implementer, Certified Exit Planning Advisor,
Simplifi Planning
"A key role"
"Exit Mentor has played a key role in helping me build a structured, scalable practice.
With the support of the community, I’ve defined my service model, implemented the right technology stack, and confidently activated business development and client engagement"
- Franck Saragossi, EOS Implementer, Certified Exit Planning Advisor,
Build 2 Transfer
Ready to grow your practice?
Join a community of exit planning advisors and CEPAs building scalable, high-value advisory practices with structured systems and support.
Where exit advisors build real enterprise value
Our Services
Exit Planning Course
Structured frameworks to build a scalable advisory practiceAdvisor Community
Peer network for support, insight, and accountabilityInner Circle
Direct access, mentorship, and high-level guidance
Copyright 2026. Renee Russo. All rights reserved.