ExitMap Analysis

ExitMap Analysis

The ExitMap® Analysis©


The ExitMap® Analysis© is the Affiliate Only professional advisors’ tool for reviewing a broad scope of critical areas that affect valuation and attractiveness in a buyers’ market. The ExitMap® Analysis© breaks down the Assessment© results into a forty page, answer-by-answer discussion about the urgency and difficulty of improving each area. The Analysis© 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© will be sent directly to the Affiliate advisor provided that the client either used an Affiliate-assigned code or completed the Advisor specific fields. Each ExitMap® Affiliate is encouraged to complete the four hour Affiliate Qualification and Training Course so they’re prepared to schedule a debriefing of both the Assessment© and Analysis©. Position yourself to lead the conversation and prepare your clients for their most successful transition using the ExitMap® tools.

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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® Action Plan©


ExitMap Action PlanThe ExitMap® Action Plan© is an Affiliate Only advisor report which contains all the content from the ExitMap® Analysis© but also specific working suggestions for the Affiliate. It extends the Analysis by including specific tool recommendations and direction for the Affiliate advisor working with a business owner client during a debriefing. It works in conjunction with the Analysis to guied the Affiliate advisor through the most important topics in the Analysis, those that will most benefit the client and create more opportunities for future engagements with the advisor.

 
 
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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 and work through 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

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.

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