Vesticor Advisors

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: bsumme@vesticor.com 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: bsumme@vesticor.com #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: bsumme@vesticor.com 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! 📧 brian@vesticor.com 🌐 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: bsumme@vesticor.com 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: bsumme@vesticor.com

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 ✉️ bsumme@vesticor.com 🌐 www.vesticor.com 📅 Schedule a Call

🚀 Unlock New Opportunities for Your Clients and Your Practice! 🚀 Are you a financial advisor with business owner clients? Are they considering an exit strategy, but unsure where to start? 💼 This is where YOU can be the hero. 🌟 At Vesticor M&A, we specialize in aligning with wealth advisors to support business owners long before they are ready to sell. Unlike traditional M&A firms, we play the long game by providing value at every stage of their journey, not just at the point of sale. This unique approach positions you as the go-to advisor for business transition planning, ensuring you stay at the center of all decision-making. Why Partner with Vesticor? ✅ Unmatched Advisor Alignment: We understand the challenges wealth advisors face and are dedicated to helping you build a successful service model that brings real value to your business owner clients. ✅ Holistic Approach: Whether it's strategic growth, exit planning, business valuations, or preparing for market readiness, we offer tailored support and guidance every step of the way. ✅ Market Expertise: With over $1.5 trillion in private business transactions annually, there is a significant opportunity for advisors to capture liquidity events for their clients. We help you tap into this lucrative market effectively. ✅ No Pressure, Just Support: Even if your clients aren't ready to sell today, we help them prepare for the future, ensuring they have the best options when the time is right. Next Steps? Let’s Collaborate! If you have business owner clients contemplating their future, let's discuss how Vesticor can add unique value to your advisory practice. Together, we can develop strategies that align with your clients' goals, providing them (and you) with the best possible outcomes. 🙌 Let's make sure you are the trusted advisor in all matters of business transition. 🌱💼 Brian C. Summe Chief Revenue Officer | Partner 📞 (859) 630-6134 ✉️ bsumme@vesticor.com 🌐 www.vesticor.com 📅 Schedule a Call

Attention Wealth Advisors: Did you know that over 1/3 of private business sales in the US are triggered sadly and unexpectedly by events like death, disability, divorce, or disagreement? Yet, too many business owners have no plan prepared for their future exit or transition. Ask yourself: When one of your business owner clients requires assistance and wants to learn about their options for exiting or transitioning out of their business, who do they contact first — the CPA, the Attorney, or your team? Data shows that the answer is crucial for financial advisors and will determine the likelihood of whether the advisor will receive the proceeds from the future sale of the business. If you’re a wealth advisor looking to better serve your business owner clients, let’s connect! Together, we can ensure your clients are always prepared for what’s next, and help you retain and grow your assets under management through a successful transition. 📧 Email: brian@vesticor.com 📆 Schedule a Call: Book a time on my Calendly 🌐 Learn More: www.vesticor.com

Attention Wealth Advisors: This is a pivotal moment for you and your business owner clients! As business owners navigate their journeys, the need for effective exit strategies and transition plans has never been more critical. Do you have resources to support them? At Vesticor M&A, we specialize in aligning with you, the wealth advisor, to ensure your clients are prepared long before they’re ready to sell. Unlike traditional M&A firms, we don’t wait for your clients to be transaction-ready — we help you refine your Business Owner Service Model now, enhancing your role and deepening client relationships. Our unique, advisor-centric model is designed to create a win-win for both you and your clients, ensuring that you’re positioned to guide them through the entire lifecycle of their business, from growth to exit. Don’t wait for your clients to come to you with a sudden need. Be proactive. Let’s discuss how Vesticor M&A can elevate your service and strengthen your client relationships. Book a Call Today: 📧 Email: bsumme@vesticor.com 🌐 Website: www.vesticor.com 📅 Schedule a Meeting: https://lnkd.in/eRWDg79v