ExitMap Action Plan

ExitMap Action Plan

The ExitMap® Action Plan©


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. Like the Analysis©, the Action Plan© breaks down the Assessment© results into a separate forty page, answer-by-answer discussion about the urgency and difficulty. It ranks challenges to increasing equity value so that actions can be organized according to time frame and priorities.

Upon completion of the ExitMap® Assessment© the client’s 40 page Analysis© and advisor’s Action Plan© will be sent to the advisor. Each ExitMap® Affiliate should schedule a debriefing of both the Assessment© and Analysis© with further details provided by the Action Plan©. Position yourself to lead the conversation and prepare your clients for their most successful transition.

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The ExitMap® Preparedness Categories


 

Finance

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Every exit plan revolves
around the equity you expect
to realize from the transfer
of the business.

 

Planning

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The biggest financial event
of a lifetime warrants careful
thought, preparation and
analyses.

 

Revenue/Profit

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Sales trends, customer
stickiness and profitability
are the main factors that
determine equity value.

 

Operations

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The value of any business
lies largely in its talent; the
key employees who can
assume your duties.


The ExitMap® Advisors Guide©


ExitMap Advisors GuideThe ExitMap® Advisors Guide© is the glue to collaborate the process between business owners and their advisors. It is a perfect bound book with content developed from the four hour Initial Training for Affiliates course and provided only to ExitMap® Affiliates when they have completed the training. It is designed to be used in conjunction with the ExitMap® Analysis© and Action Plan© to work through the transition planning and tools suggested in the details of the reports.

 
 
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ExitMap Challenge Index

This custom report allows a client to prioritize areas for improvement by using an overall “Challenge Index” based on the urgency and difficulty of each individual response to the original 20 questions from the Assessment©. It provides a full page analysis of each response, with reasoning and the actions needed to begin the preparation process.

ema icon_toolbox2Feedback on each client response includes a “Toolbox” with recommendations using suggested worksheets, tables and/or checklists to help your client approach and track each area requiring action.

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

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.

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