ExitMap® Membership Options


Allows you to use ExitMap® Assessments with your clients.
A summary report will be sent to
both you and your client.

FREE Membership
Just take a TEST DRIVE


For Advisors who want the marketing and outreach capabilities of the ExitMap® reports, but use other
planning systems for consulting to
mid-market companies.

Set up of $295 includes first month’s subscription, then $99 monthly


For professionals who are seeking a custom branded marketing system with coaching tools, plus the 90 day ExitMap® Express™ exit planning process for Main Street businesses.
Set up of $495 includes first month’s subscription, then $249 monthly

ExitMap® Membership Benefits and Pricing

Client Engagement
The ExitMap® Assessment©
The entry into in-depth conversations with your clients. Our 15-minute online Assessment generates a 12–page graphic exit preparedness summary for your client. Access is unlimited. You simply send clients your proprietary link, and both you and the client will recieve a copy of the report with your name and company name on the cover.

  view sample report  

Personalized Reports
Unlimited Assessment AND in-depth Advisor reports with your name and company name on the covers and end pages. You present the 40-page Analysis to your client and keep the Action Plan, which includes detailed information that helps you conduct an effective client debriefing, for yourself. Listing
Your directory listing on our lead generation site for owner education with links to your custom Assessment page. This site houses our exit planning blog, educational articles, videos and interactive tools. We include state maps with markers for all ExitMap® Subscribers.

  view map page  

The 14 Touches Marketing System
A structured 6-month email marketing campaign built around short, impactful information for your target prospects. Rotating content between short videos, articles, illustrated webpages and interactive tools, the 14 Touches Marketing System process will generate new client interest and appointments.

Client Coaching Aids
The dependency of a company on the owner can be a value killer. The Owner Centricity Quiz produces an attractive report that highlights areas where responsibilities need to be delegated. The Personal Vision Guide enables the all-important discussion about life after the business.

Custom Branded Content
Enterprise Subscribers also receive:

  • Custom branded Assessment page with your own messaging and logo, designed to be installed on your company’s website.
  • Custom branded reports with your name, company name and logo on the covers.
  • Beating the Boomer Bust eBook, with a custom page that includes your logo and contact information. Promote your exit planning practice with unlimited copies.
  • Branded ExitMap® Express™ brochures in multiple customized formats for advertising your 90 day planning system.
  • Branded ExitMap® Express™ Interactive Page with links to your custom Assessment page and clickable popout illustrations of all the Express tools.

The ExitMap® Express™ 90-Day Planning System (unlimited use)

Our proprietary planning system designed for smaller (<20 employees) businesses and fully enabled for online consulting. Completed in 10 hours of advisor time, Express™ produces a professional 100-page branded report with a list of Action Items for further implementation and consulting opportunities.

Downloadable Advisor Tools:
     Step-by-Step Process Instructions  (Express™ Advisor Playbook)
     Express™ Brochure and Handout  (Branded Marketing Collateral)
     Consulting Agreement  (Modifiable Express™ Contract)
     Debriefing Guide  (Assessment & Analysis Review Guidelines)
     Implementation Tracker  (Follow Planning Team and Project Progress)
     “Quick Hits” Videos  (5-minute Training Primers)

Downloadable Client Tools:  (Enabled for Remote/Video Meetings)
     Business Baseline Questionnaire  (Gather Detailed Company Information)
     Documentation Checklist  (List of Financials)
     Owner Centricity Quiz  (Dependency of the Company on the Owner)
     Cash Flow Calculator  (SDE and EBITDA)
     Cash Flow Illustrator  (Anticipate Future Cash Flow)
     Triangulation Worksheet  (Examine Retirement Goals)
     Seller’s Sanity Check  (Is Asking Price Feasible?)
     Personal Vision Guide  (Next Steps After Transition)
     Management Succession Worksheet  (The Transfer of Management Duties)
     Final Plan Template  (Build Final Client Deliverable)


A second listing on our site dedicated to exit planning for small business. We include state maps with markers for all Enterprise Subscribers with links to their individual sites.

  view map page  


All memberships include unlimited use of the tools and reports for the specific level of membership, complete video training library and phone support.
All subscriptions come with our “Fail-Safe” guarantee.

FREE   $99/mo  
The ExitMap® is a system of tools for professional advisors. We do not engage in certification, continuing education
or renewal fees other than a month-to-month membership subscription.
Are you ready to attract more prospects and help your business owner clients successfully transition their companies? TEST DRIVE SUBSCRIBE SUBSCRIBE

ExitMap FAQs for AdvisorsExitMap® Pricing Questions
Answers to frequently asked questions about ExitMap® Pricing and Payments

Q: Why do I need to use PayPal to purchase an ExitMap® Subscription?

A:  We do not store your payment information. We use PayPal to process recurring payments because it is fast, secure and allows us to keep our prices low.


Q: When will I be billed for my subscription?

A:  Your setup fee, paid upon purchase, includes your first monthly subscription. Subsequently, your subscription will be charged through PayPal every 30 days until canceled. You will receive a notification email from PayPal each time your credit card is charged.


Q: What is the term of my commitment?

A:  Month to month. We only require that you sign our license agreement, promising not to use our tools if you cancel your subscription.


Q: Several people in my firm want to utilize the ExitMap®. How should we do that?

A:  There are substantial benefits for having multiple Subscribers in your company.

1)  Each Subscriber is listed on your custom Assessment page.
2)  Specific Subscriber information (Name, Email Address, Company Name) will be included on the final reports.
3)  Each Subscriber is listed in the directory, and can be identified by other ExitMap® professionals.

Subsequent professionals from the same firm can purchase an ExitMap® Enterprise Subscription at the discounted rate of $49 per month. Please note that there is no provision for additional Advisors to be added to a Marketing Subscription.


Q: What is the advantage of a proprietary link to a custom ExitMap® Assessment page?

A:  Regardless of whether you purchase a Marketing or Enterprise Subscription, we will create a custom ExitMap® Assessment Questionnaire page for you to use with your clients and prospects. That means that you can send your clients to YOUR page in order for them to complete an Assessment. Enterprise Subscribers can choose to embed the entire questionnaire directly on their company website.
The differences between a Marketing Subscriber custom page and an Enterprise Subscriber custom page:

Feature Marketing Subscriber Enterprise Subscriber
Your Name on Every Report
Additional Advisors (Named on their Own Reports) N/A
Proprietary Links to your Custom Page
Page Graphics ExitMap® Logo Custom
Company Logo Linked to Your Website N/A
Embeddable on Your Website N/A
Custom Branding on Landing Page N/A
Custom Branding on Thank You Page N/A

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