Turn your exit planning expertise into a scalable advisory practice—built on real experience, structured systems, and peer-driven execution.
I built Exit Mentor as an advisor who has owned and scaled a business—not just studied the methodology.
With over 15 years of experience, I’ve seen firsthand what it takes to move from doing the work to building a structured, scalable practice.
My approach combines real-world experience, systems thinking, and modern tools to help advisors build businesses that reflect what they guide their clients to achieve.
Real operator experience—not just theory
Deep expertise in systems and business design
Focused on building scalable, valuable practices

Engage in focused discussions, participate in peer roundtables, and build relationships with professionals committed to execution—not just ideas.

Built around the 5 Pillars—Position, Plan, Process, Platform, and Partners—the program provides the frameworks, tools, and execution rhythm needed to move from independent advisor to structured firm builder.

This includes small group sessions and higher-level conversations focused on accelerating growth and strengthening your practice.
With over 15 years of experience, Exit Mentor helps advisors turn exit planning strategy into a structured, scalable business.
Real Advisor Experience
Built by a CEPA with firsthand experience scaling an advisory practice.
Execution-Focused Approach
Practical frameworks designed for real client work.
Built for Exit Advisors
Designed for CEPAs, M&A advisors, and growth-focused consultants.


"Expanded my ability"
"Exit Mentor brings together a unique mix of expertise across the full exit planning spectrum—from operational improvement to M&A execution.
Being part of that environment has significantly expanded my ability to create value for clients and approach engagements with a more holistic lens."
- Karim Ghandour | CEO - Transition Readiness Strategist


"Huge step forward"
"Being part of Exit Mentor gave me the support and clarity to build my practice in a way that feels aligned and scalable.
I’ve been able to define my model, choose the right platforms, and step into business development with confidence. It’s been a huge step forward."
- Todd Bailey, EOS Implementer, Certified Exit Planning Advisor,
Simplifi Planning


"A key role"
"Exit Mentor has played a key role in helping me build a structured, scalable practice.
With the support of the community, I’ve defined my service model, implemented the right technology stack, and confidently activated business development and client engagement"
- Franck Saragossi, EOS Implementer, Certified Exit Planning Advisor,
Build 2 Transfer

Join a community of exit planning advisors and CEPAs building scalable, high-value advisory practices with structured systems and support.

Where exit advisors build real enterprise value
Exit Planning Course
Structured frameworks to build a scalable advisory practice
Advisor Community
Peer network for support, insight, and accountability
Inner Circle
Direct access, mentorship, and high-level guidance
Copyright 2026. Renee Russo. All rights reserved.