PT Marketing Announces Growth in Business Succession

By | September 15, 2008

PITTSBURGH, PA. (September 15, 2008) – Recognizing that Financial Services Professionals have been gearing up for the large number of baby boomer business owners who’ll be transitioning out of their businesses as they reach retirement age, PT Marketing launched a Business Succession Pilot Program in 2007. Since the program’s formal launch in January 2008, the number of clients participating has doubled.

As published in the August/September 2008 Issue of Business Week Small Biz Magazine, 96% of these business owners say that an exit strategy is crucial to their company and 87% of them do not have an exit plan in place, so there is a tremendous need for these services in the near future.

“Over the last couple of years, our firm has seen an increase in the need for business succession planning from our current clients,” stated Scott Silver, PT client since March 2007. “Based on the number of qualified appointments PT Marketing has set for us, there is obviously a demand for these services now and in the future.”

PT works as an extended marketing team for its clients to identify and qualify business owners who are seeking business succession planning. Meetings are set solely with the business owner, creating a more efficient sales process for PT’s clients.

“As a business owner and a member of the baby boomer generation,” said Harvey Pollack, PT’s CEO, “I can truly appreciate the need to give yourself plenty of time to plan for the transition of your business. The longer you wait, the harder it will be to maximize your return on the business you have worked so hard to build.”

“At PT, our programs are designed to build a new sales pipeline of qualified prospects for our clients,” Pollack added.

In addition to the Business Succession program, PT schedules appointments with business owners and key decision makers regarding executive compensation, qualified plans, property & casualty insurance and employee benefits.

PT Marketing provides advanced prospecting solutions exclusively for the financial services and insurance industry. Since 1992, PT has served nearly 1,000 insurance/financial services clients. For more information contact PT Marketing at 800-999-8995 or learn more about the program at

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