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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.
 
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OUR PROCESS IS:

 


ffordable.
Cost is never a factor when marketing for more business with the ExitMap®.

oundless.
Your consulting capabilities extend coast-to-coast, both virtually and face-to-face.

ompatible.
Choosing tools isn’t an “either/or” proposition. ExitMap® works with any planning system.

ynamic.
Professional reports and informative content that impress prospects, but don’t intimidate.

asy.
A 15-minute online Assessment which includes a step-by-step process for engagement.


The ExitMap® was created for exit planners by a successful exit planning coach. Whether you seek a better system for marketing your services, or the marketing system plus our proprietary 90-day planning process which includes built-in consulting opportunities and enhanced branding, ExitMap® has the answer.

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The Four Key Areas of Exit Readiness

Finance

ExitMap Assessment ema icon_finance

 

Planning

ExitMap Assessment ema icon_planning

 

Revenue/Profit

ExitMap Assessment ema icon_revenue_profit

 

Operations

ExitMap Assessment ema icon_operations

The Assessment provides a summary report focused on a business owner’s preparedness for transition which is broken down into the four key areas of exit readiness. Check it out for yourself by taking our 15-minute Test Drive.


 

ExitMap® Membership Options

Registered
Advisor

Allows you to use ExitMap® Assessments with your clients.
A summary report will be sent to
both you and your client.

 
 
FREE Membership
Just take a TEST DRIVE

Marketing
Subscriber

For Advisors who want the marketing and outreach capabilities of the ExitMap® reports, but use other
planning systems for consulting to
mid-market companies.

 
Set up of $295 includes first month’s subscription, then $99 monthly

Enterprise
Subscriber

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

Registered
Advisor
Marketing
Subscriber
Enterprise
Subscriber
Client Engagement
The ExitMap® Assessment©
Your entry into more in-depth planning conversations with your clients and prospects.
Unlimited Personalized Reports
Assessment AND detailed Advisor reports that provide immediate value to clients and prospects.

YourExitMap.com Listing
Your directory listing on our lead generation site that identifies you as a trusted Advisor.

The 14 Touches Marketing System
A structured 6-month email marketing campaign built around short, impactful information for your target prospects, specifically designed to generate new client interest and appointments.

Client Coaching Aids
The Owner Centricity Quiz highlights areas where responsibilities need to be delegated and the Personal Vision Guide helps you start discussions with your clients about life after the business.

Custom Branded Marketing Collateral (for Enterprise Subscribers)
Exclusive content branded with your contact information and company logo, to include a dedicated Assessment page, customized report covers and ExitMap® Express™ marketing tools.
The ExitMap® Express™ Proprietary Planning System

A planning solution for smaller businesses, designed for online consulting. It produces a plan using 9 modules, delivered over 90 days, requiring only about 10 hours of an Advisor’s time.

ExitMapExpress.com Listing

A second directory listing (with links) on our site dedicated to exit planning for small business.

Pricing

Includes training plus unlimited use of the tools and reports for each specific level of membership.

FREE   $99/mo  
after
$295 setup
$249/mo
after
$495 setup

Want more details?

Visit our detailed product and pricing information page or contact us directly (800) 653-5405.

       Registered     
Advisor
      Marketing      
Subscriber
      Enterprise      
Subscriber
Are you ready to attract more prospects, turn those prospects into clients AND help them successfully transition their companies? TEST DRIVE SUBSCRIBE SUBSCRIBE
 


ExitMap® Express™
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
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