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The ExitMap® is an exit planning client engagement system designed exclusively for professional Advisors who work closely with business owners.

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Take a Test Drive
 
A test drive will show you the comprehensive exit planning reports you can provide to your clients, and the opportunities for advisory work that they generate in your area of expertise.
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“We are on the brink of the single largest wealth transfer in history.”
 
A few years of advance planning can radically change a business owner’s lifestyle in retirement. The ExitMap® helps start the critical first conversation and creates exit planning consulting opportunities focused on the most important financial decision of a lifetime.

The ExitMap® Reports
Exit Planning Tools for Advisors and their Business Owner clients
 
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The ExitMap® Process is a simple, low cost and highly effective way to qualify business owner prospects, turn prospects into clients, and develop client relationships into long-term, lucrative consulting engagements. [Learn More]

Why take a Test Drive?

Trying the ExitMap® for yourself will let you:

See the reports your clients will receive
Review the quality content contained in each report
Experience the customization features first-hand
Learn how feedback aligns with client responses
Understand how debriefing leads to new advisory work

Take a Test Drive

To test drive the ExitMap® you need only complete our online Assessment. It’s free, comes without risk or obligation and will only take about 15 minutes. ExitMap for Exit Planning Assessment Button

After taking the Test Drive you will be an ExitMap® Registered Advisor with benefits that include access to sample reports, a subscription to
The Exit Planning Review™, the “Beating the Boomer Bust” eBook, relevant exit planning articles and notification of training and updates.

The ExitMap® Advisor’s Advantage

Before planning the legal, financial or retirement strategies for owner transitions, every professional needs an objective view of the company’s ability to support the starting assumptions.

The ExitMap® offers unique opportunities by:

• Creating a non-sales atmosphere for client engagement
• Positioning a professional as both attentive and expert
• Highlighting high impact opportunities for immediate improvement
• Placing you as the leader of a multidisciplinary professional planning team
• Generating reciprocal referrals from professionals in complimentary fields

 

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The Advisor’s Role
 
Comprehensive Exit Planning requires the cooperation of financial, tax and legal professionals, but the single most important role for an advisor is as defender of the owner’s objectives. You owe it to your business owner clients to help them understand that a few years of advance planning can radically change their lifestyles in retirement. The ExitMap® helps start that critical first conversation.

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