The ExitMap® for Accountants
Transition Planning Tools for Accountants and their Business Owner clients
Opportunities for CPAs
The ExitMap® process offers considerable opportunities for CPAs to deliver advisory services well beyond traditional compliance work. A properly crafted exit plan encompasses many aspects of financial advisory service.
Extended Service Opportunities
An Additional Benefit
The CPA who is engaged with The ExitMap® is positioned to show the value of his or her proactive involvement in the company, not just as a vendor of compliance information. In an internal succession, the CPA becomes a Trusted Advisor to the next generation of owners long before the transfer is executed.
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
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.