Test Drive

The ExitMap® Test Drive for Professional Advisors
Helping Business Owners Understand the Complexities of Preparing a Company for Transition

Taking the Test Drive Gives You:

  • A preview of our keystone reports: the Assessment, Analysis and Action Plan
  • Registered Advisor status, with preferred site access and 3 of our client coaching tools
    • Owner Centricity Quiz (measures dependency of a company on the owner)
    • EBITDA calculator
    • Personal Vision Guide (a summary of your client’s life after the business)
  • A free subscription to the Your ExitMap® exit planning blog, for owners and Advisors
  • Use of the ExitMap® Assessments with your clients
Start your Test Drive:
Exclusive access to the ExitMap® Assessment© Questionnaire for Professional Advisors


This 15 minute questionnaire will generate our three keystone reports (the Assessment, Analysis and Action Plan). These are sample complimentary reports that will be customized based on your responses and delivered via email in approximately one business day.
 
Usage Note:
Most Advisors have a typical clients’ profile in mind when completing the questionnaire so they see what a client will see.

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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