Bridging the Gap in Exit Planning
Two Things are Missing from Conventional Planning Systems
1 – A cost-effective way to start the planning conversation with business owners
2 – A streamlined process for Main Street businesses that produces respectable fees
The ExitMap® Client Engagement System and ExitMap® Express™ provide the missing elements. Designed to work with other systems OR standalone, each fills a key need for professional Advisors.
ExitMap® Membership Options
Allows you to use ExitMap® Assessments with your clients.
A summary report will be sent to
both you and your client.
Just take a TEST DRIVE
For Advisors who want the marketing and outreach capabilities of the ExitMap® reports, but use other
planning systems for consulting to
Set up of $295 includes first month’s subscription, then $99 monthly
For professionals who are seeking a custom branded marketing system with coaching tools, plus the 90 day ExitMap® Express™ exit planning process for Main Street businesses.
Set up of $495 includes first month’s subscription, then $249 monthly
Would you like more business? We can show you how. Our reports are our best sales tool. See what you could be using with your clients by taking the Test Drive. You will receive a full set of ExitMap® reports AND become a Registered Advisor.
ExitMap® Membership Benefits and Pricing Overview
|Are you ready to attract more prospects, turn those prospects into clients AND help them successfully transition their companies?
Exit Planning for the ”other” 90% of businesses
Earn top-tier fees while advising smaller businesses. Designed for single owner companies with fewer than twenty employees, ExitMap® Express™ features 9 Downloadable Tools contained in 9 Structured Modules, designed to be completed in 90 days using video conferencing and online resources.
Unlimited engagements with one subscription! Learn More
Why I Created the ExitMap®
by John F. Dini, CExP, CEPA