Samples

The ExitMap® Sample Reports
The ExitMap® Questionnaire©, Assessment©, Analysis© and Action Plan©

We have created this page in response to numerous requests for more details regarding the ExitMap®. PDF samples of the ExitMap® reports along with the Question/Answer set are available here to download and/or print for your reference if you so choose. We are providing these reports as a courtesy and do not recommend or encourage debriefing clients without completion of Affiliate training. This is copyrighted material and available only for your personal use.

The ExitMap® Questions

ExitMap QuestionsThe ExitMap® Question/Answer Set©
The ExitMap® online Questionnaire© consists of 22 questions which can be answered in about 20 minutes. The first two questions are specifically focused on the owner’s exit time frame. Those responses have a direct impact on the urgency and difficulty scores associated with the remaining 20 questions which focus on the finance, planning, revenue/profit and operations of both the company and the owner.
Download Question/Answer Set

The ExitMap® Reports

EMA1 AssessmentThe ExitMap® Assessment©
The first step to understanding the complexities of preparing a company for a transition. A high quality 12 page overview of a company’s transition preparedness.
Download ExitMap® Assessment© Sample


Analysis© and Action Plan© samples can be viewed by ExitMap® Affiliates and Registered Advisors. Please Login or Take a Test Drive to view the samples. Learn more about becoming an Affiliate.
A full exit plan requires the cooperation of financial, tax and legal professionals, but the single most important role 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 advanced planning can radically change their lifestyles in retirement. The ExitMap® helps start that critical first conversation.

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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