The ExitMap® is a client engagement system designed exclusively for professional Advisors who work closely with business owners.
Ask clients to complete the free online Assessment©, debrief them with the exclusive 40-page Analysis© and Action Plan©
reports (available only to ExitMap® Affiliates) and build your practice with the help of the Advisor’s Guide©.
ExitMap® Registered Advisors receive:
• Access to sample Analysis© and Action Plan© reports
• A subscription to The Exit Planning Review™
• Notification of Affiliate Training Courses
• The “Beating the Boomer Bust” eBook
• Relevant Articles and Updates
business transitions with no obligation.
The ExitMap® 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 advantages by:
• Positioning a professional as both concerned and expert
• Highlighting high impact opportunities for immediate results
• Placing you as the leader of a multidisciplinary professional planning team
• Generating reciprocal referrals from professionals in complimentary fields
“We are on the brink of the single largest wealth transfer in history.”
Position yourself to lead the conversation and prepare
your clients for their most successful transition.