Exit Planning Tools for Business Owners

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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.


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

Your ExitMap Logo Exit Planning Tools for Business OwnersBaby Boomer retirements will peak to nearly 500 unsold businesses a day within the next 5 years resulting in an inevitable competition to sell in a buyer’s market.
Will YOUR company stand out from the crowd?

Stand Out from the Crowd with Exit Planning Tools for Business OwnersThe Exit Planning Tools, Education and Resources available on this site are dedicated to business owners who want their companies to remain competitive, to set their own timeframes for exiting and to remain in control of the entire process. Planning even a few years ahead can radically improve your lifestyle in retirement. Take the assessment now. There is no obligation. You will receive a 12-page summary report categorized by the four areas of exit preparedness for FREE.

Control the Timing, Method and Proceeds of Your Exit


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.

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.

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