The ExitMap® helps Advisors start the Conversation
The transition in ownership for any private company starts with a conversation. Which trusted advisor starts that conversation matters less than the quality of the entire professional team. While many professionals have expertise in more than one area, none are able to perform all of the functions required for a successful exit.
This graphic illustrates how key tasks may be allocated between team members. While every exit plan is unique, all have the same major elements.
(Click image to enlarge)
The ExitMap® is a starting point in the conversation. It doesn’t replace the expertise of an advisor, but rather helps to get the client focused so that he or she has an understanding of what will be required for a successful transition.
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
By 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 Review™, the “Beating the Boomer Bust” eBook, relevant exit planning articles and notifications.