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Supporting Business Owners and their Advisors with Exit Planning Tools
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The ExitMap® focuses on the most influential factor in any successful transition strategy- whether or not a business is prepared to generate the value needed to fund an owner’s future.
We work with trusted advisors in preparing their clients for the most important transaction of a lifetime. For example, accountants, attorneys, and financial planners use the ExitMap® tools with their clients to begin transition discussions. Similarly, business owners use the tools to determine their readiness for a transfer, needed improvement for realizing full value, and as a baseline to begin conversations with their advisors.
Please feel free to contact us with your questions or comments. Don’t forget to subscribe to our Your ExitMap exit planning Blog.
Physical and Mailing Address: 15600 San Pedro Avenue Suite 200 San Antonio, TX 78232 |
Phone: (800) 653-5405 Fax: (210) 615-1865 |
The ExitMap® Assessment©
The First Step to Understanding the Complexities of Preparing a Company for Transition
The ExitMap® Assessment questionnaire consists of 22 questions that produce a high-quality 12-page summary report and is 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 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.