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® Advisor 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.
Awake at 2 o’Clock?
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]
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:
• 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.