The ExitMap® is a system for attracting more clients and closing more engagements. It was created by an experienced exit planner, and designed to complement most value enhancement, business development, exit strategy and financial planning systems.
The biggest challenge in landing exit planning clients is getting them to have the first serious conversation. Your prospects are directed to a free, 15-minute online questionnaire, which produces a 12-page custom report addressing both their own and their companies’ readiness for transition.
Advisors use the summary report to schedule a more detailed debriefing, focusing on the owner’s preparedness for transition. The two 40-page detailed reports, available only through advisors, are flexible enough to highlight the skills of any professional.
Information for advisors and a free Test Drive are at www.ExitMap.com.