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Supporting Trusted Advisors in Preparing Clients for Transitioning their Companies


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The ExitMap® focuses on the most influential factor in any successful transition strategy… whether a business is prepared to generate the value needed to fund an owner’s future. Organizational value underlies all our planning projects.

We work with trusted advisors in preparing their clients for the most important transaction of a lifetime. Accountants, attorneys and financial planners use the ExitMap® tools with their clients to begin transition discussions. Business owners use the tools to determine their readiness for a transfer, needed improvement for realizing full value, and as a baseline to begin conversations with their advisors.

Please feel free to contact us with your questions or comments. Thanks.


Physical and Mailing Address:
12015 Radium Street
San Antonio, TX 78216

Phone: (800) 653-5405
Fax: (210) 615-1865












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