Partnering for Prosperity

The Rich Hall Group & Financial Advisors

A Collaborative Approach to Business Exits

The Rich Hall Group is dedicated to working alongside financial advisors, enhancing the exit planning process for business owners. Our expertise in business valuation enhancements and strategic exit planning complements your financial acumen, creating a comprehensive advisory solution that drives successful exits for your clients.

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Did You Know?

80-90%

of the average owner’s wealth is trapped in their company

With so much of a business owner’s wealth typically tied up in their business, our role is to unlock this potential, adding significant value to the business before an exit. This process not only benefits the business owner but also increases the assets under your management post-sale.

60%

of owners don’t understanD ALL OF THEIR EXIT OPTIONS

Most business owners think in terms of selling to a third party or transitioning to the next generation. They’re not aware of the many options available when selling their company. RHG discusses their options early on to ensure they’re fully educated and prepared when the time comes to choose the right path for them and their family.

Our Process

Adding Value at Every Step

Initial Assessment

We start with a thorough evaluation of the business, pinpointing personal, financial, and business goals. This initial phase ensures your integral involvement, aligning our strategies right from the start to maximize client outcomes.

STRATEGIC INITIATIVES

Our team implements operational and strategic improvements to increase the business's attractiveness and readiness for sale.

Collaborative Approach

We request you to be included in all major financial discussions throughout the exit planning life cycle to ensure the owner’s financial goals and wealth management plan are aligned.

The Advantage of Business Value Creation Expertise

In-Depth Analysis

We delve into the specifics of what a company needs to enhance their value and marketability.

Value Focused

We identify and implement strategies to maximize the value of the company, ensuring the best exit options possible.

Outcome Driven

We’re laser focused on addressing those areas of the company that will increase the value in the shortest time possible while making the company highly attractive to prospective buyers.

Your Collaborative

Advisor & Strategist

Keeping You in the Loop

Regular, strategic meetings with Advisors keep your interests aligned with your clients'.

The Win-Win Scenario

As the business value increases due to value-based enhancements, so does the potential AUM for you post-sale.

Securing Your Role

By partnering with us, you solidify your position in the exit process, ensuring that the financial windfall from the business sale enhances your portfolio.

The logo for the rich hall group in white.

Unlocking True Business Potential

You won’t find many CEPAs who go about their business like Rich Hall. As an experienced executive and business leader himself, he takes a fresh, hands-on approach—digging into the granular details of your client’s business. He helps them identify the current value of the business if it sold today, along with those areas that need enhancing to sell at the maximum value possible.


Our unique collaboration with financial advisors bridges the gap between your client’s wealth today and what they need from the business to achieve their personal and financial goals in the future. As RHG helps increase the value of their business to achieve their goals, you’re the client’s personal and financial advocate throughout the process.

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FAQs for Financial Advisors

  • How does The Rich Hall Group work with financial advisors?

    We understand how critical it is for a business owner to identify their personal and financial goals before beginning the exit planning process for their business. Over 75% of business owners today regret exiting their business within the first 12 months. A major factor is not having their personal and financial goals met. We want you to help them identify the goals and then help them manage their post-exit assets so their goals are achieved.

  • What advantage does The Rich Hall Group offer to financial advisors?

    Many financial advisors are not as engaged with their business owner clients as they should be. When one decides to exit their business, quite often they’re referred somewhere else for the management of their post-sale assets. We offer the advantage of business and value creation expertise and a commitment to engaging you, their financial advisor throughout the transition process. This approach ensures that your interests and your client's best outcomes are always at the forefront.

  • Can financial advisors be involved in the strategic planning phase with The Rich Hall Group?

    Absolutely. As a matter of fact, we require it. We believe financial advisors offer invaluable insights during strategic planning, especially regarding wealth management and financial goals. We encourage collaboration from the outset.


  • How does The Rich Hall Group's expertise complement that of a financial advisor?

    While financial advisors excel in wealth management and financial planning, The Rich Hall Group brings a granular understanding of a business's strategic and operational aspects. Together, we create a comprehensive exit strategy that maximizes value and achieves the owner’s personal and financial goals.


Maximize Your Client’s Exit Strategy

Partner with The Rich Hall Group to Enhance Financial Outcomes

Discover the strategic advantage of collaborating with The Rich Hall Group. We specialize in integrating comprehensive exit planning with your financial advisory services to optimize your clients’ business valuations and post-exit financial health. Our approach ensures a seamless transition and maximized returns, reinforcing your role as a trusted advisor. Engage with us to extend your influence and secure your clients' financial futures.

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Discover What Rich Hall Group Can Do For You

Enhance your clients' business value and secure a more substantial financial future for both your clients and your firm. Being part of a team that helps your client achieve their personal and financial goals solidifies their trust in you and cements your role as a pivotal figure in one of their life's most critical financial events. Schedule a consultation with the Rich Hall Group today to explore a partnership that promises growth and success.