Marketing As An Exit Planning Strategy: Build Systems That Transfer

Most founders treat exit planning like something you only worry about when you’re ready to retire or sell.

But your exit gets decided years earlier by one simple question: Can your growth run without you? If growth only happens through referrals and founder effort, buyers don’t see a system, they see dependency.

In this episode, we sat down with Tracy Jepson, a multi-passionate entrepreneur and business coach who helps service-based businesses (including financial advisors) build companies that are profitable, scalable, and actually sellable.

Her message is simple: if the business can’t make money while you’re gone, it isn’t a business yet, it’s a job with overhead.

And that’s why marketing matters. Not as random tactics but as the engine that proves growth is repeatable, measurable, and transferable.

🔑 Key Takeaways

If the founder is required, the business isn’t transferable

Tracy challenges founders to ask early: Can the business make money without you in it? If the answer is no, the firm’s value is capped because the founder is the infrastructure.

Marketing only transfers when it’s a system

Marketing breaks when it’s scattered: a website refresh, a few ads, a new idea every month. What is transferable is a repeatable engine with:
clear strategy
consistent execution
measurable KPIs
enough runway to work
improvement over time

Niching down makes growth easier to sustain and sell

Niching doesn’t mean turning away business. It means creating clarity, which leads to:
stronger messaging
more efficient marketing spend
better-fit clients
more predictable growth

And predictable growth is what buyers pay for.

Marketing should be funded like an investment, not a gamble

From a Profit First lens, marketing can’t be “hope and pray”. It needs structure:
commit to a monthly budget
build runway (6–9 months)
test what’s sustainable
scale what performs

Avoid expensive activity without outcomes

For example, building a new website can be an investment, but without a plan to drive traffic and measure behavior, it’s just expensive activity.

💡 For RIAs, Wealth Managers, and Founder-Led Firms

Marketing is bigger than lead gen.

It’s how you prove your firm can grow without founder dependency, build leverage, and create real exit options.

Because buyers don’t just want AUM and revenue. They want confidence that growth doesn’t disappear when the founder steps back.

That’s what transferable systems deliver.

Connect with Tracy
tracyjepson.com
  / tjepson  
  / tracyljepson  

Connect with the Hosts
Joel Crampton — Fractional CMO for RIAs and Wealth Managers
  / joelcrampton  
cmoalpha.com

Mandy MacPhee — Fractional CMO for Founder-Led Companies
  / mandymacphee  
illuminationcmo.com