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Learn More about ExitMap® Affiliate Membership
Benefits and RequirementsExitMap Test Drive7

Reminder: In order to become an Exitmap® Affiliate, you must first take the Test Drive.

Learn More About the ExitMap AnalysisExitMap® Affiliates:

1. Are professional advisors who work with business owners and have Taken an ExitMap® Test Drive.
2. Are actively working to complete the Initial ExitMap® Affiliate 4 hour training video series.

By becoming an Affiliate, you gain exclusive access to the ExitMap® Forum, Directory, Coaching Tools, Marketing Resources, Exit Planning Articles, Training, and the Client Management System.

Affiliate Benefits
Access to all of the ExitMap® tools, training and resources:

  1. Video training courses with step-by step client engagement tips
  2. Effective transition planning tools for your business owner clients
  3. Analysis reports based on client Assessment delivered only to you
  4. Action Plan reports based on client Assessment exclusively for your use
  5. Printable/Downloadable Coaching Tools for personal use with business owners
  6. A listing on the “Find an Advisor” map on YourExitMap.com
  7. An individualized Client Management functional area to manage codes
  8. The Affiliate library of White Papers and relevant articles
  9. The private ExitMap® Affiliate Forum
  10. A listing and access to the ExitMap® Affiliate Directory
  11. An array of customizable ExitMap® marketing materials
  12. An Assessment linked widget to add to your website and email signature
  13. The ExitMap® Advisor Guide for help debriefing clients
  14. Limited pre-debriefing phone consultations with ExitMap® Founder
  15. Custom Branded webpages and ExitMap® reports (Subscriptions Only)
  16. Special pricing available for case lot purchases of books
  17. Comprehensive ExitMap® Customer Service and Technical Support
  18. … and more!

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ExitMap® Affiliate Membership

ExitMap® Affiliate Opportunities
ExitMap® Affiliates are experienced advisors who use the ExitMap® tools to create and develop extended consulting opportunities. Specifically, they are able to capitalize on the planning needs of the large population of retiring Baby Boomer business owners. With almost 60% of business owners approaching or at retirement age, millions are seeking help in deciding how and when to implement the biggest financial transaction of their lifetime.

Already taken a Test Drive?
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Gain Access to Affiliate Only Tools!

ExitMap® Affiliate Membership

The Affiliate Training Course
The four hour video course covers topics to help you engage with your clients by offering them extended consulting services. They include:

     • How to close engagements without selling
     • Using the ExitMap® to expand relationships with existing clients
     • The ExitMap® marketing tools for new prospects
     • Prioritizing your client’s objectives
     • Teaming with other professionals for mutual referrals
     • Taking the lead in a professional planning team
     • Choosing how much consulting you want from ExitMap® clients
     • Transitioning from ExitMap® to a full exit planning process
     • Critical coaching conversations with business owners

One-Time Investment
Becoming an ExitMap® Affiliate requires that you Take the Test Drive and make a one-time investment of $495.00. There are no ongoing certification, continuing education or membership requirements. Your affiliation fee includes:

     • Initial training consisting of six, 35 minute video programs
     • Individualized online client management
     • The ExitMap® Advisor’s Guide
     • Professional infographics and prospect letters for marketing
     • White papers for client education
     • Beating the Boomer Bust PowerPoint information seminars for marketing (Both narrated and silent)
     • Listing in the ExitMap® Affiliate searchable Directory by specialty for joint planning projects
     • Coaching and sharing in the private Affiliate Forum
     • A listing on the “Find an Advisor” map on YourExitMap.com (our business owner facing site)

Your entire investment in The ExitMap® should be recouped with your first client. After that, purchasing additional Analysis codes only when you have an interested client will pay for themselves in the first meeting!
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ExitMap® Affiliate Membership

Still Need to Take the ExitMap® Test Drive?  Here’s Your Chance!

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
Your ExitMap exit planning Blog, the “Beating the Boomer Bust” eBook, relevant exit planning articles and notification of training and updates.

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