Business Succession Planning

For years, our industry has talked about the coming transition of wealth as baby boomers retire or pass away. While the needs of this audience are clear to advisors, succession planning is a sensitive topic packed with complex emotions and nuances that many business owners are hesitant to address.

Business leads by The PT Services GroupWhile the rest of the space awaited this windfall of new business, we’ve been engaging business owners, testing and re-testing approaches to find the most effective ways to cut through their fears and make a meaningful connection, positioning advisors to begin the sales conversation.

Our clients report that 85 percent of their met appointments, set by The PT Services Group, are highly qualified or qualified, allowing our clients to take the time that they would have spent searching for leads and placing cold calls and dedicate it to engaging potential prospects. This high rate of return is a result of an extensive research and vetting process that identifies and captures the interest of key decision makers. We talk with them about:


  • Business Valuation
  • Ways to grow the value of the business
  • Use and types of buy/sell agreementsLead Sheet Samples.xlsx
  • “What-if” scenarios
  • Funding of buy/sell agreements
  • Tax implications of selling a business


To prepare you to succeed in these meetings, The PT Services Group provides a business intelligence report so that you can enter appointments informed. Click the image to see the scope of information that we provide on these reports.

With set appointments backed by storyboarding, exclusivity and Sandler Sales Coaching, the door to new business is opened for you, and you have the tools to capitalize on the opportunity that awaits on the other side.

Connect with us or contact John Pojeta (412-291-6685), our VP of Business Development, to discuss how appointment setting can benefit your business.