About

About The ExitMap®
Overview of the ExitMap® and the Development Team

The ExitMap® is a client engagement tool for professional advisors who seek to get more of their clients focused on planning their eventual exit from the company. It is a tool to help advisors assess the entire scope of issues, both within and outside individual specialties, in preparing for ownership transition.

Overview


  1. The ExitMap® provides small business owners and their advisors with an organized, systematic and cost effective approach to preparing a company for transition. It is strategy-neutral, focusing on factors that will maximize equity value regardless of the exit path chosen.
  2. The ExitMap® concentrates on organizational and operational competencies. The legal, tax, risk and wealth management tactics required for a profitable exit are left to experts in those fields.
  3. The ExitMap® is specifically designed to help advisors lead the difficult conversation with their business owner clients about a plan for the eventual exit from the company.

About


About The ExitMap Founder John F. DiniThe ExitMap® development team is led by John F. Dini, a Certified Exit Planner and a nationally recognized consultant to business owners with over 12,000 hours of face to face coaching experience. Learn more about Mr. Dini at www.johnfdini.com. You can contact him at the San Antonio, TX office of ExitMap® at (210) 615-1800 or via email at jdini@exitmap.com.

If you have questions about the ExitMap® or becoming a qualified Affiliate please Contact Us. For ExitMap® Affiliates with questions about using the ExitMap® with clients, please inquire at the ExitMap® Affiliate Forum. Mr. Dini personally curates the forum and answers questions frequently.

The Key Components


About The ExitMap AssessmentAbout The ExitMap AnalysisAbout The ExitMap Action PlanAbout The ExitMap Advisors Guide

The ExitMap® Assessment© is a free online survey of owner preparedness which produces a twelve page report that examines the key operational, revenue/profit, financial and planning factors that impact valuation and company salability.
 
The ExitMap® Analysis© provides a detailed answer-by-answer examination of the responses to the questions from the Assessment, with a discussion of how, why and when to address each issue. The 40 page report is available exclusively to the ExitMap® Affiliate working with a business owner.
 
The ExitMap® Action Plan© is an extension of the ExitMap Analysis©. It is a professional advisors tool with added focus tips and recommendations to be used when reviewing the ExitMap® Analysis©. It ensures that a review of the critical areas that affect valuation and attractiveness are addressed in the most effective way..
 
The ExitMap® Advisor’s Guide© provides tools and direction so that an advisor can successfully lead a client through the recommendations indicated in the Analysis. It is a road map that can be used to plan and organize a realistic transition that aligns with an owner’s goals based on the results of the Analysis. It is available only to ExitMap® Affiliates.

 

Take the ExitMap® Test Drive

Trying the ExitMap® for yourself will allow you to:

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

Get Started

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 to complete. ExitMap for Exit Planning Assessment Button

After taking the Test Drive you will become 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.

Comments are closed.