Exit Planning Professionals
The ExitMap® helps Advisors start the Conversation

The transition in ownership for any private company starts with a conversation. Which trusted advisor starts that conversation matters less than the quality of the entire professional team. While many professionals have expertise in more than one area, none are able to perform all of the functions required for a successful exit.

This graphic illustrates how key tasks may be allocated between team members. While every exit plan is unique, all have the same major elements.
(Click image to enlarge)

ExitMap Advisors Graphic3

The ExitMap® is a starting point in the conversation. It doesn’t replace the expertise of an advisor, but rather helps to get the client focused so that he or she has an understanding of what will be required for a successful transition.


Take the ExitMap® Test Drive

Trying the ExitMap® for yourself will allow you to:

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

Get Started

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 to complete. ExitMap for Exit Planning Assessment Button

After taking the Test Drive you will become an ExitMap® Registered Advisor with benefits that include access to sample reports, a subscription to the
exit planning blog Awake at 2 o’Clock?, the “Beating the Boomer Bust” eBook, relevant exit planning articles and notification of training and updates.

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