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How it Works:

We provide you with a ton of tools and resources that attract prospects. Once a prospect or client takes the ExitMap® Assessment, you can easily qualify them based on the results in their summary report. You decide if moving forward with a meeting focused on the details in the ExitMap® Affiliate reports is worthwhile. The 60 minute ExitMap® structured debriefing showcases your special abilities, and how important they are to a client’s successful transition.


 

The ExitMap® is an exit planning client engagement system designed exclusively for professional Advisors who work closely with business owners.

Assessment Button

Business Owners: Take the FREE Assessment Here

Lead Generation Tools

AWARENESS

An inexpensive and long-lasting introduction to your services

Your Exit Map: Navigating
the Boomer Bust

ADVERTISING

Your linked listing on our national “Find an Advisor” map

Free Advertising
Inbound/Outbound Links

CONTENT

Feed fresh, relevant exit planning articles
to your website

Awake at 2 o’Clock?
The Exit Planning Blog

RESOURCES

Online tools to
attract prospects and customize for your use

www.YourExitMap.com
Lead Generation Catalyst

ENGAGEMENT

All lead generation
flows to the ExitMap® Assessment and to you

ExitMap® Assessment
Completed in 15 Minutes


The ExitMap® Client Engagement System
with Step-By-Step Follow Through

Pay-Per-Use Custom Branded Enterprise
Lead Generation
Advisor listing on YourExitMap.com Affiliate Map
Map link to the exit planning page on your website
Referrals of ExitMap® prospect Assessments taken at YourExitMap.com
RSS Feed of Awakeat2oClock.com exit planning blog to your website
Graphic widget links to ExitMap® Assessment page for your website
Marketing
Your Exit Map deluxe hardcover books in full color
A personal, engaging and unforgettable leave-behind.
66% discount
(min 20 books)
66% discount
(min 20 books)
66% discount
(min 20 books)
Unlimited FREE 12-page custom ExitMap® Assessments
Exit planning articles for your newsletter
PowerPoints for group presentations
Beating the Boomer Bust 50 page eBook
Infographics (hand out, mail or email)
Customizable tri-fold brochures
Client Engagement
Custom Assessment site (Brands all reports with your name and logo) N/A      
Listing in National Affiliate Directory
Affiliate Forum
Client Management
Graphic links from your website to Assessment pages
Pricing
Affiliate Membership and Initial Training (6 Part Program) one-time cost
Video Sales Training on How to Engage New Clients:
$495 $495 $495
Custom Branded ExitMap® Assessment website N/A $150/month $249/month
Affiliate Advisor Debriefing Reports (set of two, 40 pages each) per set $130-$189* 20% off
(any quantity)
UNLIMITED
Enrollment BONUS Three Affiliate Report Sets First month’s subscription Two month subscription
Additional Users $295 $295 $49/month
*pricing dependent on quantity purchased
 
Pay-Per-Use Custom Branded Enterprise
Are you ready to become an ExitMap® Affiliate? Buy Now Buy Now Buy Now

 


Take a Test Drive
 
A test drive will show you the comprehensive exit planning reports you can provide to your clients, and the opportunities for advisory work that they generate in your area of expertise.
ExitMap for Exit Planning Assessment Button


“We are on the brink of the single largest wealth transfer in history.”
 
A few years of advance planning can radically change a business owner’s lifestyle in retirement. The ExitMap® helps start the critical first conversation and creates exit planning consulting opportunities focused on the most important financial decision of a lifetime.

The ExitMap® Reports
Exit Planning Tools for Advisors and their Business Owner clients
 

ExitMap for Exit Planning Assessment CoverExitMap for Exit Planning Analysis CoverExitMap for Exit Planning Action PlanExitMap for Exit Planning Advisors Guide Cover

The ExitMap® Process is a simple, low cost and highly effective way to qualify business owner prospects, turn prospects into clients, and develop client relationships into long-term, lucrative consulting engagements. [Learn More]


Why take a Test Drive?

Trying the ExitMap® for yourself will let you:

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

Take a Test Drive

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. ExitMap for Exit Planning Assessment Button

After taking the Test Drive you will be 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.


Cover Collage

The ExitMap® Advisor’s Advantage

Before planning the legal, financial or retirement strategies for owner transitions, every professional needs an objective view of the company’s ability to support the starting assumptions.

The ExitMap® offers unique opportunities by:

• Creating a non-sales atmosphere for client engagement
• Positioning a professional as both attentive and expert
• Highlighting high impact opportunities for immediate improvement
• Placing you as the leader of a multidisciplinary professional planning team
• Generating reciprocal referrals from professionals in complimentary fields


The Advisor’s Role
 
Comprehensive Exit Planning requires the cooperation of financial, tax and legal professionals, but the single most important role for an advisor 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 advance planning can radically change their lifestyles in retirement. The ExitMap® helps start that critical first conversation.

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