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Professional Exit Planning Tools, Reports and Resources

ExitMap® tools and reports offer advisors the opportunity to have an exit planning discussion that’s organized, pertinent, and impactful to your client. Our flexible plans are a major addition to your professional practice whether you only seek to generate a conversation or are engaging in long term value enhancement consulting.

Finance

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Planning

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Revenue/Profit

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Operations

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Provide your clients with an attractive, graphics-filled Assessment focused on their preparedness for transition and broken down into the four key areas of exit readiness. The reports are individually customized and include your name and company name on the covers (full logo branding included with an Enterprise Subcription). You can see the quality of our reports and customizations by completing our 15-minute Assessment questionnaire for yourself.

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ExitMap® Membership is available only to Professional Advisors.

REGISTERED ADVISOR: (FREE; Just take a TEST DRIVE)
Allows you to use the ExitMap® Assessment with your clients. Incudes the Beating the Boomer Bust eBook, the Advisor’s Advantage© newsletter for Exit Planners, and a subscription to the Your ExitMap Blog with hundreds of shareable articles for business owners written by top exit planners from across the country. To Get Started: TAKE A COMPLIMENTARY TEST DRIVE

MARKETING AFFILIATE: (Set-up $249 then $99/month)
Marketing Affiliates are Advisors who identify a profession other than exit planning as their principle service, but want to have substantive transition conversations with their business owner clients. Their affiliation with the ExitMap® is primarily for the keystone Assessment and Advisor Reports, which they use for marketing and consultation.

ENTERPRISE SUBSCRIBER: (Set-up $495 then $249/month)
Enterprise Subscribers are Affiliates with unlimited all-access to the complete suite of ExitMap® coaching tools, graphing tools and impressive reports which are individually custom branded. Enterprise Affiliation includes the ExitMap® Express™ process, our proprietary 90 day small-business planning system that creates a plan suitable for 90% of business owners.

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ExitMap® Membership Benefits

Registered
Advisor
Marketing
Affiliate
Enterprise
Subscriber
Client Engagement
The ExitMap® Assessment©
The entry into in-depth conversations with your clients. Our 15-minute online Assessment generates a 12–page graphic exit preparedness summary for your client. Access is unlimited. You simply send clients your proprietary link, and both you and the client will recieve a copy of the report with your name and company name on the cover.

  view sample report  

Personalized Reports
Unlimited Assessment AND in-depth Advisor reports with your name and company name on the covers and end pages. You present the 40-page Analysis to your client and keep the Action Plan, which includes detailed information that helps you conduct an effective client debriefing, for yourself.

YourExitMap.com Listing
Your directory listing on our lead generation site for owner education with links to your custom Assessment page. This site houses our exit planning blog, educational articles, videos and interactive tools. We include state maps with markers for all ExitMap® Affiliates.

  view map page  

The 14 Touches Marketing System
A structured 6-month email marketing campaign built around short, impactful information for your target prospects. Rotating content between short videos, articles, illustrated webpages and interactive tools, the 14 Touches Marketing System process will generate new client interest and appointments.

Client Coaching Aids
The dependency of a company on the owner can be a value killer. The Owner Centricity Quiz produces an attractive report that highlights areas where responsibilities need to be delegated. The Personal Vision Guide enaables the all-important discussion about life after the business.

Custom Branded Content
Enterprise Subscribers also receive:

  • Custom branded Assessment page with your own messaging and logo, designed to be installed on your company’s website.
  • Custom branded reports with your name, company name and logo on the covers.
  • Beating the Boomer Bust eBook, with a custom page that includes your logo and contact information. Promote your exit planning practice with unlimited copies.
  • Branded ExitMap® Express™ brochures in multiple customized formats for advertising your 90 day planning system.
  • Branded ExitMap® Express™ Interactive Page with links to your custom Assessment page and clickable popout illustrations of all the Express tools.





The ExitMap® Express™

Our proprietary planning system designed for smaller (20 employees or fewer) businesses and fully enabled for online consulting. Express produces an exit, succession or transition plan in 9 modules, delivered over 90 days, and taking about 10 hours of an advisor’s time.

ExitMap® Express™ combines a number of our downloadable, remotely enabled and interactive tools along with a Step-by-Step Guide to developing an initial plan, and an impressive 100-page Express Final Report, branded with your logo, and which generates a list of Action Items for future plan implementation.

ExitMapExpress.com Listing

A second listing on our site dedicated to exit planning for small business. We include state maps with markers for all Enterprise Subscribers with links to their individual sites.

  view map page  

Pricing

All memberships include unlimited use of the tools and reports for the specific level of membership, complete video training library and phone support.

FREE   $99/mo  
after
$295
set-up
$249/mo
after
$495
set-up
 
      Registered      
Advisor
      Marketing      
Affiliate
      Enterprise      
Subscriber
Are you ready to help your business owner clients successfully transition their companies? Test Drive Subscribe Subscribe
The ExitMap is a system of tools for professional advisors.
We do not engage in certification, continuing education or renewal fees other than month-to-month membership.

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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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.

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