Working Alongside Wealth Advisors – Business Sale Preparation


Working Alongside Wealth Advisors – Business Sale Preparation

Unique to the Exit Planning Institute Strategic Alliance Network, PMI Advisors stays strictly focused on business process improvement to accelerate value. Positioned to augment Wealth Advisors as the trusted advisor (not displace), PMI Advisors drives enterprise improvements that prepare the business for a successful sale while looking to the Certified Exit Planning Advisor (CEPA) managing the engagement to lead the personal, wealth, and financial vision for the owner.

Learning Objectives:

  • Learn About Business Process Optimization
  • Interface Points with Wealth Advisors
  • Business Sale Nuts and Bolts


About the Exit Solutions Alliance Webinar Series:

Exit planning fails when advisors think from a siloed perspective. But on the other hand, one single advisor cannot specialize in every component that goes into creating rapid value growth and effective exit strategy. Jack of all trades, master of none, right? That’s where the Exit Solutions Partner Network can help. Join each month for the Exit Solutions Alliance Webinar Series to learn the interworkings, techniques, and strategies from advanced specialists, experts, and providers within the exit planning ecosystem.

This year, the Exit Solutions series will feature Private Equity Growth Expert, Kyle Madden of KLH Capital, sought-after M&A Marketing Strategist, Christine Hollinden of Hollinden Marketers + Strategists, and Serial Entrepreneur & Award-Winning Author, John Warrillow of The ValueBuilder System, Dan R. Bradbary, Founder & Managing Partner of PMI Advisors, LLC, among many others. Don’t miss your chance to pick the brain of the experts every month (typically hosted on the second Wednesday).

Click here to meet the experts and firms endorsed in the EPI Exit Solutions Partner Network.

Knowing that advanced enterprise operational knowledge and expertise can be challenging, PMI Advisors employs 40 team members and experts across a wide spectrum of business functions.  These areas include operations, technology, human resources, manufacturing, logistics, and sales/marketing, to name a few, that complement your advisory services.

Meet the Presenter

Dan R. Bradbary

Dan R. Bradbary

Founder & Managing Partner of PMI Advisors, LLC

Contact Dan

He launched PMI Advisors, LLC in 2018 to assist mid-market companies with their M&A efforts. Prior to PMI Advisors, he was the Founder and Owner of V-Rooms™ Virtual Data Rooms, a company that provided secure online document exchange services for thousands of M&A transactions over its 10-year history. V-Rooms was sold in December 2015.  Before V-Rooms, he was the Founder and Owner of Project Management Services, Inc., (sold in 2003) which over a 15-year period grew to a 150-person consulting firm that provided management professionals and systems to assist Fortune 100 companies with their post-merger integration and other special projects, such as as

Connect with the Presenter: Website: | Email:  |  Phone: (404) 558-3262