A: Unlike broad-based associations, Second Wave Advisors focuses on practical, hands-on support through our proprietary Second Wave Process™. This framework emphasizes post-exit success and life design, giving advisors a turn-key system to address a client’s personal fulfillment, legacy, and purpose.

A: Our platform is ideal for Certified Exit Planning Advisors (CEPAs), wealth managers, financial advisors, CPAs, attorneys, business consultants, and other professionals who serve business owners preparing for, or who are struggling through an exit.

A: By leveraging our frameworks, training, and resources, you can position yourself as a comprehensive exit planning professional. Advisors who integrate Second Wave often see stronger client retention, more referrals, and an enhanced reputation as a trusted, holistic advisor.

A: Most exit planning focuses heavily on the business transaction and financials. The Second Wave Process™ goes further and deeper by helping owners plan for life after the sale—covering talent, time, treasure, and tribe. This addresses a major gap in the advising marketplace and creates a deeper client relationship.

A: Yes. The platform not only equips you with advanced advisory tools but also provides access to marketing resources (delivered through our partnership with Exit Funnels) to help you generate new leads, nurture relationships, and close more engagements.

A: Absolutely. By using our process and positioning yourself as someone who cares about more than the financial and business aspects of exit, you stand out from competitors who mainly focus on valuation and deal structure.

Additionally, as a Second Wave Advisor, you will write the forward to the book  “Second Wave Life” and receive copies of that as a unique business development tool.

A: We offer a mix of live workshops, virtual training sessions, on-demand resources, case studies, advisor toolkits, and customizable client-facing materials.

A: Yes. We provide client-ready presentations, worksheets, and frameworks that you can use directly with business owners to spark meaningful conversations and guide them through their exit journey.  At the end of their journey through the process, your clients receive a framed “Second Wave Life plan” document.

As mentioned, you will write the forward to the book  “Second Wave Life” which helps position you as a unique subject matter expert.

A: Yes. Our platform includes continuous education, access to a community of like-minded advisors, and monthly strategy sessions to keep you current on best practices.

A: The framework is designed to plug directly into your existing process. Whether you’re already using a structured system (like CEPA methodology) or building from scratch, our tools complement and enhance your current services.

Importantly, given the nature of Second Wave materials and platform, it is FINRA compliance friendly.

A: We have partnered with Exit Funnels, a proprietary CRM and marketing automation platform built for exit planning and business advisory professionals. Through Exit Funnels, you’ll be able to capture, manage, and nurture leads seamlessly.

A: That’s perfectly fine. The Second Wave Process™ is designed to complement—not replace—other methodologies. Conversations about the deep, personal element of exiting a company or retiring from a job can be challenging, and Second Wave fills a critical gap in other programs – the answer to that all important “third leg of the stool”.

You will incorporate it as a value-add dimension focused on post-exit success and life after the sale.

A: We believe an exit should not be “transactional”, it should be “transformational”.  Business owners often spend decades building their companies but rarely plan for what comes next. Our framework ensures they don’t just exit successfully—they transition into a purposeful next chapter with clarity, confidence, and fulfillment.

A: It addresses one of the most common exit challenges: post-exit dissatisfaction. Studies show many owners regret selling because they didn’t prepare for life after. Second Wave equips you to guide them through that critical transition.

A: Yes. By helping owners prepare for both the personal and emotional sides of exit – not just the financial side -  you become a true partner in their journey—not just a transactional advisor. This typically leads to deeper client connections, stronger referrals and long-term relationships.

A: Pricing depends on the level of membership and services you select. Options may include training-only packages, premium membership with ongoing support, or bundled services that include Exit Funnels integration.

A: We offer both. Advisors typically pay a one-time training/onboarding fee, followed by a recurring membership fee for continued access to resources, community, and support.

A: Yes. Second Wave Advisors and Exit Funnels collaborate on a referral revenue share program, enabling you to benefit when you introduce other advisors and/or Business Owners to our platforms.

A: Yes. Members gain entry to our Second Wave Advisor Community, where you can network, share best practices, and collaborate with peers.

A: Yes. In addition to group training, advisors can schedule individual strategy sessions with our experts to address specific client cases or business development challenges.

Q:  How does it work to write the forward to the book?

A: No. Second Wave Advisors focuses exclusively on advisor training, consulting, and the delivery of the Second Wave Process™. However, through our strategic partnership with Exit Funnels, advisors have access to a full suite of sales, marketing, and lead generation services designed specifically for exit planning professionals.

A: Exit Funnels offers website and landing page development, digital advertising (Google, Facebook, LinkedIn), social media posting, SEO and content marketing, reputation management, and automated sales funnels tailored to the needs of exit planning professionals.

A: Not at all. Exit Funnels is designed to be user-friendly, and their team can fully manage setup and integration for you. This ensures you can focus on advising clients while the system captures, nurtures, and tracks leads on your behalf.

A: Yes. Exit Funnels specializes in creating targeted marketing campaigns that reach business owners preparing for an exit. With automated workflows, personalized follow-up, and lead-nurturing sequences, you can consistently attract and convert qualified prospects.

A: Yes. Exit Funnels operates on a one-time setup fee plus recurring monthly service and software fees, depending on the package you choose. These costs are separate from Second Wave Advisors membership but are offered at preferred rates for our advisor community.

A: The best first step is to schedule a free Discovery Call. During this call, we’ll learn about your practice, share how the Second Wave Process™ can benefit you, and outline the right membership path for your goals.

A: Many advisors begin applying the tools immediately after onboarding. Within 30 days, you can confidently introduce the Second Wave Process™ to new and existing clients.