ExitMap Waterfront Financial Group

The ExitMap® Assessment© for Waterfront Financial Group’s BOSS System
The First Step to Understanding the Complexities of Preparing a Company for Transition

About the ExitMap® Assessment

This questionnaire consists of 22 questions which will produce a 12-page summary report that will be emailed to you and your Waterfront Financial Group Advisor. The report ranks the overall preparedness of a company for transition and provides a breakdown of the four major categories of readiness; Finance, Planning, Profit/Revenue and Operations.

Start the ExitMap® Assessment© Questionnaire:

Waterfront Financial Group utilizes The ExitMap® as part of their Business Owner Succession Strategies (BOSS) system to help clients understand their current level of preparedness so that they can begin the succession planning process.
    • It only takes 15 minutes.
    • It’s easy to decide which of the multiple-choice responses best fit your company.
    • It requires no financial or other confidential information.
    • It takes a broader view of your business than just the numbers.
Please enter your email address and select your advisor from the drop down list. You will receive your ExitMap® Assessment© report in approximately one business day.

Further Insights: The Owner Centricity Quiz©

Owner Centricity can be a value killer in any company. We use the Owner Centricity Quiz (OCQ) to help owners prioritize delegation responsibilities and identify areas where management may be under performing. It is a multiple choice quiz which requires no confidential financial information and produces an 8-page report that compliments the ExitMap® Assessment.

When completing the Quiz please include the following in the Advisor fields:
Advisor’s Name: Mark Hegstrom    Advisor’s Email: mark.hegstrom@lpl.com

Take the Quiz here.


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