Accountants

The ExitMap® for Accountants
Transition Planning Tools for Accountants and their Business Owner clients


Opportunities for CPAs


The ExitMap® process offers considerable opportunities for CPAs to deliver advisory services well beyond traditional compliance work. A properly crafted exit plan encompasses many aspects of financial advisory service.

ExitMap For Accountants  

Extended Service Opportunities
Determining current company valuation
Creating valuation formulas for internal ownership transfers
Developing cash flow projections for finance and debt service
Consulting on “C” to “S” conversions
Preparing due diligence financial data in advance of a sale
Auditing financial statements
Evaluating the creation of multiple entities
Designing NQDC or other management incentive plans
Providing financial and tax analysis for business continuity plans

An Additional Benefit


The CPA who is engaged with The ExitMap® is positioned to show the value of his or her proactive involvement in the company, not just as a vendor of compliance information. In an internal succession, the CPA becomes a Trusted Advisor to the next generation of owners long before the transfer is executed.

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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