Organizational value underlies all our planning projects. The ExitMap® focuses on the most influential factor in any successful transition strategy… whether 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. Accountants, attorneys and financial planners use the ExitMap® tools with their clients to begin transition discussions. 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 and don’t forget to subscribe to our Exit Planning Blog, “Awake at 2 o’clock?” Thanks.
|Physical and Mailing Address: 12015 Radium Street San Antonio, TX 78216||
Phone: (800) 653-5405Fax: (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 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 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.