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Learn More about ExitMap® Affiliate Membership
Benefits and RequirementsExitMap Test Drive7

Reminder: In order to become an Exitmap® Affiliate, you must first take the Test Drive.

Learn More About the ExitMap AnalysisExitMap® Affiliates:

1. Are professional advisors who work with business owners and have Taken an ExitMap® Test Drive.
2. Have completed the Initial ExitMap® Affiliate 4 hour training video series.

By becoming an Affiliate, you gain exclusive access to the ExitMap® Forum, Directory, Tools, Marketing Resources, Exit Planning Articles, Training, and the Client Management System.

Affiliate Benefits
Access to all of the ExitMap® tools, training and resources:

  1. Video training courses with step-by step client engagement tips
  2. Effective transition planning tools for your business owner clients
  3. Analysis reports based on client Assessment delivered only to you
  4. An individualized Client Management functional area
  5. The Affiliate library of White Papers and relevant articles
  6. The private ExitMap® Affiliate Forum
  7. A listing and access to the ExitMap® Affiliate Directory
  8. An array of customizable ExitMap® marketing tools
  9. The ExitMap® Marketing Manual for maximizing marketing efforts
  10. The ExitMap® Advisor Guide for help debriefing clients

Already Taken a Test Drive?
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Your First 3 Codes are Free!

ExitMap® Affiliate Membership

ExitMap® Affiliate Opportunities
ExitMap® Affiliates are experienced advisors who use the ExitMap® tools to create and develop extended consulting opportunities. Specifically, they are able to capitalize on the planning needs of the large population of retiring Baby Boomer business owners. With almost 60% of business owners approaching or at retirement age, millions are seeking help in deciding how and when to implement the biggest financial transaction of their lifetime.

Already taken a Test Drive?
Learn More HandshakeBecome an ExitMap® Affiliate
Gain Access to Affiliate Only Tools!

ExitMap® Affiliate Membership

The Affiliate Training Course
The four hour video course covers topics to help you engage with your clients by offering them extended consulting services. They include:

     • How to close engagements without selling
     • Using the ExitMap® to expand relationships with existing clients
     • The ExitMap® marketing tools for new prospects
     • Prioritizing your client’s objectives
     • Teaming with other professionals for mutual referrals
     • Taking the lead in a professional planning team
     • Choosing how much consulting you want from ExitMap® clients
     • Transitioning from ExitMap® to a full exit planning process
     • Critical coaching conversations with business owners

One-Time Investment
Becoming an ExitMap® Affiliate requires that you Take the Test Drive and make a one-time investment of $495.00. There are no ongoing certification, continuing education or membership requirements. Your affiliation fee includes:

     • Initial training consisting of six, 35 minute video programs
     • Three FREE ExitMap® Analysis codes to assign to clients or prospects
     • Individualized online client management
     • The ExitMap® Advisor’s Guide
     • The ExitMap® Marketing Manual
     • Professional infographics and prospect letters for marketing
     • White papers for client education
     • Beating the Boomer Bust PowerPoint information seminars for marketing (Both narrated and silent)
     • Listing in the ExitMap® Affiliate searchable Directory by specialty for joint planning projects
     • Coaching and sharing in the private Affiliate Forum

Your entire investment in The ExitMap® should be recouped with your first client. After that, purchasing additional Analysis codes only when you have an interested client will pay for themselves in the first meeting!
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ExitMap® Affiliate Membership

Still Need to Take the ExitMap® Test Drive?  Here’s Your Chance!

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

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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