Exit Planning Tools for Business Owners

Your ExitMap | Free Online Exit Planning Tools and Articles for Business Owners
Your ExitMap | The most comprehensive online library of Exit Planning resources for Business Owners
Your ExitMap | Free Online Exit Planning Forms, Checklists and White Papers for Business Owners

Would you invest 15 minutes in the biggest financial event of your life?


Your 12-page report will be emailed within one business day. There is no obligation.


Essential Exit Planning Tools

The ExitMap Assessment

Are you Prepared? Score the four critical factors for exiting.

Triangulating Your Goals

What will you Need? Compare your earning potential and goals.

Valuation Sanity Check

What Price? How would a bank look at your value?

Your SDE Calculator

A Multiple of What? How much can you include in “earnings?”

The Baby Boomers

The Boomer Effect How one generation changed everything.

   How will your Company STAND OUT from the Thousands Being Sold Each Year?


Your Exit Map: Navigating the Boomer Bust is the companion to the resources on this site. Richly illustrated in full color, it provides a detailed guide to the process of controlling your transition.

     What is Exit Planning?

Your ExitMap Exit Planning for Business Owners MazeExit planning is the process of developing a business owner’s strategy for what may be the biggest financial transaction of his or her life… the transfer of the business. That strategy may be a succession to the next generation of family. It could be a sale to employees. It may be a sale to another entrepreneur, or acquisition by a larger company. In some cases, it could require an orderly dissolution.
In every case, it involves tax, legal, financial, operational and risk management expertise. No one practitioner has all the knowledge required for every aspect of the plan. Exit planning, in the true sense of the word, is coordinating all those skills so that they work together for a single objective.

Recent Exit Planning Posts From

Awake at 2 o'clock? Plan... Build... Exit... Enjoy.

  • Quality of Earnings Part 2: Hidden Expenses
    by John F. Dini on June 11, 2017 at 4:40 pm

    In my last post we discussed quality of earnings audits from a revenue perspective. Customer concentration, marginal lines of business and contracts are the three most common revenue traps. If you are comfortable with your company’s strength […]

  • Quality of Earnings Part 1: Revenue Traps
    by John F. Dini on May 21, 2017 at 4:22 pm

    This will be the first of several columns on quality of earnings. While a formal, third-party Quality of Earnings Study is more often seen in mid-market transactions, even small business owners should be aware of the factors that can cause … […]

Exit Planning Tools: The ExitMap® Assessment for Business Owners

The First Step to Understanding the Complexities of Preparing a Company for Transition
The ExitMap® Assessment questionnaire consists of 22 questions and produces a high quality 12-page summary report which will be emailed to you. The report ranks the overall preparedness of a company for transition and provides a breakdown of the four major categories of readiness; Finance, Planning, Profit/Revenue and Operations. If you are a business owner just starting to think about exit planning or if you just want to know where you and your company stand, this is your first step.

Your ExitMap Assessment Exit Planning Tools for Business Owners