ExitMap Advisors and Planners

Choose an Affiliate from the listings below to
complete your FREE Assessment.

ExitMap Professionals (click an option)

Professional ExitMap Planner Featured
Offers the complete suite of ExitMap^® tools including our 90-day rapid coaching process
ExitMap Affiliate
Utilizes ExitMap^® Assessments in their practice in conjunction with their specific advisory training

Can’t choose an Affiliate? Complete the Assessment here and we will refer you to a qualified ExitMap professional.

FINRA Recognized ExitMap Designations
ExitMap offers two certifications—PEMA and CEMC—earned through structured training and video coursework, qualifying advisors to guide business owners through the exit planning process. They represent a high standard of exit planning expertise and a commitment to a client-centered approach.

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Certified ExitMap Coach (CEMC) Featured
Choose your Certified Coach for more details and to complete your free Assessment.
Certified Coaches utilize the complete suite of ExitMap® tools including our 90-day rapid coaching process.

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Amanda Bussa, CBEC

Professional Class: Business Consultant, Exit Planner

Certified ExitMap Coach (CEMC) / USA: Michigan - Detroit Area / Featured

Andrew Karlen

Professional Class: Attorney, Exit Planner

Certified ExitMap Coach (CEMC) / USA: New York - New York City area / Featured

Anthony Citrolo, CPA, CM&AA, CEPA

Professional Class: Accountant, Exit Planner, M&A Advisory

Certified ExitMap Coach (CEMC) / USA: New York - New York City area / Featured

Charles Kedra, CFP, CEPA, AIF

Professional Class: Exit Planner, Financial Planner, Wealth Advisor

Certified ExitMap Coach (CEMC) / USA: Pennsylvania - Philadelphia Area / Featured

Dan Kaibel, CFP, RICP

Professional Class: Business Consultant, Financial Planner, Wealth Advisor

Certified ExitMap Coach (CEMC) / USA: Illinois - Chicago Area / Featured

Dan Mirgon, CEPA, ChFC, CLU

Professional Class: Executive Coach, Exit Planner, Wealth Advisor

Certified ExitMap Coach (CEMC) / USA: Utah - Salt Lake City Area

Dave Lokos, CEPA, CEC

Professional Class: Exit Planner

Certified ExitMap Coach (CEMC) / USA: Maryland - Gaithersburg Area / Featured

David Jean, CExP, CPA, CCIFP

Professional Class: Accountant, Exit Planner

Certified ExitMap Coach (CEMC) / USA: Maine - Portland Area / Featured

David Lupberger

Professional Class: Executive Coach, Business Consultant

Certified ExitMap Coach (CEMC) / USA: Colorado - Boulder Area / Featured

David M. Ward, CFA, CEPA

Professional Class: Exit Planner, Wealth Advisor

Certified ExitMap Coach (CEMC) / USA: California - Los Angeles Area / Featured

Gary Brunson

Professional Class: Business Consultant

Certified ExitMap Coach (CEMC) / USA: Indiana - South Bend Area / Featured

James L. Moore, JD, CExP

Professional Class: Attorney, Exit Planner

Certified ExitMap Coach (CEMC) / USA: Michigan - Grand Rapids Area / Featured

Janet Attard, MBA, CEPA

Professional Class: Exit Planner

Certified ExitMap Coach (CEMC) / USA: California - Sacramento Area

Jay McDowell, MBA, CExP

Professional Class: Executive Coach, Business Consultant, Exit Planner

Certified ExitMap Coach (CEMC) / USA: Kansas - Kansas City Area / Featured

Jeff Adam, PE, BCB, MCBC, CBB, FRC

Professional Class: Business Broker, Business Consultant, M&A Advisory

Certified ExitMap Coach (CEMC) / USA: Texas - Dallas Ft. Worth Area / Featured

Joe Moorman, CFC, CM&AP, CEPA

Professional Class: Business Broker, Business Consultant, Exit Planner, M&A Advisory, Valuations

Certified ExitMap Coach (CEMC) / USA: Virginia - Richmond Area / Featured

John F. Dini, CMBA, CExP, CEPA

Professional Class: Executive Coach, Business Consultant, Exit Planner

Certified ExitMap Coach (CEMC) / USA: Texas - San Antonio Area / Featured

Joseph Attia, PhD, CVGA, CBEC

Professional Class: Exit Planner, Wealth Advisor

Certified ExitMap Coach (CEMC) / USA: Massachusetts - Boston Area / Featured

Joseph Markovitch, CExP, BCom

Professional Class: Exit Planner

Certified ExitMap Coach (CEMC) / USA: Maryland - Gaithersburg Area / Featured

Jozef Ogrodny, CPA, CEPA

Professional Class: Accountant, Appraiser, Exit Planner

Certified ExitMap Coach (CEMC) / USA: Illinois - Chicago Area / Featured

Kevin Laguardia

Professional Class: Business Broker

Certified ExitMap Coach (CEMC) / USA: New Jersey / Featured

Kyle Winder, CEPA, CFF, MTWM, RICP

Professional Class: Exit Planner

Certified ExitMap Coach (CEMC) / USA: North Carolina - Raleigh Area / Featured

Mark Keeling, MBA, CFP, BFA, ChFC, CLU, APMA, CEPA

Professional Class: Exit Planner, Financial Planner, Insurance, Wealth Advisor

Certified ExitMap Coach (CEMC) / USA: New York - Albany area / Featured

Matt Adam, MS

Professional Class: Business Broker, M&A Advisory

Certified ExitMap Coach (CEMC) / USA: Texas - Dallas Ft. Worth Area / Featured

Matthew Albers, AWMA, MRFC, CEPA

Professional Class: Business Consultant, Exit Planner

Certified ExitMap Coach (CEMC) / USA: Maryland / Featured

Pat Ennis, CExP®, CFP®, CAP®

Professional Class: Exit Planner, Financial Planner

Certified ExitMap Coach (CEMC) / USA: Maryland - Gaithersburg Area / Featured

Philip Kong, CEPA

Professional Class: Exit Planner

Certified ExitMap Coach (CEMC) / USA: California - Sacramento Area / Featured

Russ Ray III, CRPC, CEPA

Professional Class: Exit Planner, Wealth Advisor

Certified ExitMap Coach (CEMC) / USA: Texas - Dallas Ft. Worth Area / Featured

Saša Mirković, CEPA

Professional Class: Exit Planner

Certified ExitMap Coach (CEMC) / USA: New York - Albany area / Featured

Scott Barth

Professional Class: Business Consultant, Exit Planner

Certified ExitMap Coach (CEMC) / USA: Colorado - Denver Area / Featured

Steve DeTray, CEPA

Professional Class: Executive Coach, Business Consultant, Exit Planner, Wealth Advisor

Certified ExitMap Coach (CEMC) / USA: Ohio - Defiance / Featured

Steven Zeller, CFP, AIF, CExP, NQPC

Professional Class: Business Consultant, Exit Planner

Certified ExitMap Coach (CEMC) / USA: California - Sacramento Area / Featured

T. Ray Phillips, CFBS, ChFC, AEP

Professional Class: Business Consultant, Exit Planner

Certified ExitMap Coach (CEMC) / USA: Indiana - Indianapolis Area / Featured

Wes Oliver, CEPA

Professional Class: Exit Planner, Wealth Advisor

Certified ExitMap Coach (CEMC) / USA: Texas - Dallas Ft. Worth Area / Featured

Zach Ripka, CPA, CFP, CEPA

Professional Class: Accountant, Exit Planner, Financial Planner

Certified ExitMap Coach (CEMC) / USA: Iowa - Des Moines Area / Featured

Professional ExitMap Advisor (PEMA)
Choose your Advisor for more details and to complete your free Assessment.
Professional ExitMap Advisors utilize ExitMap^® in their practice in conjunction with their specific advisory training.

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Alex Weatherly Jr., JD, CEPA

Professional Class: Attorney, Exit Planner

Professional ExitMap Advisor (PEMA) / USA: South Carolina - Columbia Area / Featured

Ashton Medina, CFA, CFP, CEPA

Professional Class: Exit Planner, Financial Planner, Wealth Advisor

Professional ExitMap Advisor (PEMA) / USA: Florida - Fort Lauderdale Area / Featured

Ben Blackmun

Professional Class: Wealth Advisor

Professional ExitMap Advisor (PEMA) / USA: Colorado- Colorado Springs Area

Blair Koch

Professional Class: Executive Coach, Business Consultant

Professional ExitMap Advisor (PEMA) / USA: Colorado - Denver Area / Featured

Bob Lee, CFP, AEP, CEPA

Professional Class: Business Consultant, Financial Planner, Wealth Advisor

Professional ExitMap Advisor (PEMA) / USA: Colorado - Denver Area / Featured

Brett Andrews, CWS, CExP

Professional Class: Exit Planner, Wealth Advisor

Professional ExitMap Advisor (PEMA) / USA: Arizona - Glendale Area / Featured

Brian Davis, ChFC, CFP, CEPA

Professional Class: Exit Planner, Financial Planner, Insurance

Professional ExitMap Advisor (PEMA) / USA: Ohio - Cleveland Area / Featured

Casey Kupper, CFP, CFA, CAIA, CEPA

Professional Class: Exit Planner, Financial Planner

Professional ExitMap Advisor (PEMA) / USA: Texas - Dallas Ft. Worth Area / Featured

Chad Brown, MSFP, RICP, CEPA, CLF

Professional Class: Exit Planner, Financial Planner, Wealth Advisor

Professional ExitMap Advisor (PEMA) / USA: Ohio - Ashland Area

Chris Cimaglio

Professional Class: Business Consultant, Exit Planner

Professional ExitMap Advisor (PEMA) / USA: Indiana - Indianapolis Area

Claudia Smith

Professional Class: Business Broker, Valuations

Professional ExitMap Advisor (PEMA) / USA: Washington - Seattle / Takoma Area

Clay Eure, CEPA

Professional Class: Business Consultant, Exit Planner

Professional ExitMap Advisor (PEMA) / USA: Virginia - Charlottesville Area / Featured

Daniel Schmaltz, CFP, CEPA

Professional Class: Exit Planner, Financial Planner

Professional ExitMap Advisor (PEMA) / USA: Arizona - Phoenix Area

David Bastiaans, CPA, ESQ., LL.M.

Professional Class: Accountant, Attorney

Professional ExitMap Advisor (PEMA) / USA: Virginia - Virginia Beach

Derek Shoden, CFP, BFA, CEPA

Professional Class: Exit Planner, Financial Planner

Professional ExitMap Advisor (PEMA) / USA: New York - Albany area / Featured

Devaron Yates, CFP, CPWA, ChFC, CLU, CEPA

Professional Class: Exit Planner, Financial Planner, Insurance

Professional ExitMap Advisor (PEMA) / USA: Texas - Houston Area / Featured

Fraser Orr-Brown, CIM, CEPA

Professional Class: Exit Planner

Professional ExitMap Advisor (PEMA) / Canada: Calgary / Featured

Greg Garbeff, CEPA

Professional Class: Exit Planner

Professional ExitMap Advisor (PEMA) / USA: Missouri / Featured

Guillermo Birmingham, CPA, CM&AA, CEPA

Professional Class: Accountant, Business Broker, Business Consultant, Exit Planner, M&A Advisory, Valuations

Professional ExitMap Advisor (PEMA) / USA: Virginia - Richmond Area / Featured

Hitesh Patel

Professional Class: Business Broker

Professional ExitMap Advisor (PEMA) / USA: Pennsylvania - Harrisburg Area / Featured

Irving Katz, ChFC, CLU, CEPA, CExP

Professional Class: Executive Coach, Business Consultant, Exit Planner

Professional ExitMap Advisor (PEMA) / USA: California - Orange County Area / Featured

Jenn Rockwell

Professional Class: Exit Planner

Professional ExitMap Advisor (PEMA) / USA: New Hampshire

Jim Dischert, CEPA

Professional Class: Exit Planner, Wealth Advisor

Professional ExitMap Advisor (PEMA) / Featured

John Inzilla

Professional Class: Business Broker

Professional ExitMap Advisor (PEMA) / USA: New Jersey / Featured

Jon FitzSimon, CEPA

Professional Class: Exit Planner

Professional ExitMap Advisor (PEMA) / USA: Texas - San Antonio Area

Josh Ervasti, CEPA

Professional Class: Exit Planner

Professional ExitMap Advisor (PEMA) / USA: Iowa - Des Moines Area

Joshua Waymire, CFP, CIMA, CDFA, CEPA

Professional Class: Exit Planner, Financial Planner

Professional ExitMap Advisor (PEMA) / USA: Colorado- Colorado Springs Area / Featured

Kerry Boulton, CEPA

Professional Class: Executive Coach, Business Consultant, Exit Planner

Professional ExitMap Advisor (PEMA) / Australia: Victoria / Featured

Lee Courtright, CFP, AIF, CEPA

Professional Class: Exit Planner, Financial Planner

Professional ExitMap Advisor (PEMA) / USA: Wisconsin-Stevens Point Area / Featured

Linda Hamilton, CPA, CEPA

Professional Class: Accountant, Exit Planner

Professional ExitMap Advisor (PEMA) / USA: Florida - Fort Lauderdale Area / Featured

Lynn Miller, EA

Professional Class: Accountant

Professional ExitMap Advisor (PEMA) / USA: Minnesota - Rochester Area / Featured

Maria Natarelli, CFP, BFA, CRPC, CDFA, CEPA

Professional Class: Exit Planner, Financial Planner, Wealth Advisor

Professional ExitMap Advisor (PEMA) / USA: New York - Albany area / Featured

Mark Hegstrom, AIF, CEPA, CPFA

Professional Class: Exit Planner, Financial Planner

Professional ExitMap Advisor (PEMA) / USA: Minnesota - Minneapolis Area / Featured

Marton Medina

Professional Class: Executive Coach, Valuations

Professional ExitMap Advisor (PEMA) / USA: California - Los Angeles Area

Matt West, CFP, CEPA

Professional Class: Exit Planner, Financial Planner

Professional ExitMap Advisor (PEMA) / USA: Colorado- Colorado Springs Area / Featured

Matthew DiFrancesco, CExP

Professional Class: Exit Planner

Professional ExitMap Advisor (PEMA) / USA: Pennsylvania - Pittsburgh Area / Featured

Melinda Adams, CEPA

Professional Class: Exit Planner

Professional ExitMap Advisor (PEMA) / USA: Texas - San Antonio Area / Featured

Michael Lewis, CEPA

Professional Class: Exit Planner

Professional ExitMap Advisor (PEMA) / USA: Arkansas

Mike Huey, CEPA

Professional Class: Exit Planner

Professional ExitMap Advisor (PEMA) / USA: Minnesota - Minneapolis Area / Featured

Mike Leannah, CExP

Professional Class: Business Consultant, Exit Planner

Professional ExitMap Advisor (PEMA) / USA: North Carolina - Raleigh Area / Featured

Peter Daniels, CEPA

Professional Class: Executive Coach, Business Consultant, Exit Planner

Professional ExitMap Advisor (PEMA) / USA: Maryland - Baltimore Area / Featured

Randy Franklin, CPA/PFS, CFP, CEPA

Professional Class: Accountant, Exit Planner, Financial Planner

Professional ExitMap Advisor (PEMA) / USA: Kentucky - Madisonville / Featured

Richard C. Kelly, JD, CEPA

Professional Class: Attorney, Exit Planner

Professional ExitMap Advisor (PEMA) / USA: Pennsylvania - Philadelphia Area / Featured

Rik Saylor, CEPA, IAR

Professional Class: Exit Planner, Wealth Advisor

Professional ExitMap Advisor (PEMA) / USA: Ohio

Rupesh Bharad, CEPA

Professional Class: Business Broker, Business Consultant, Exit Planner, M&A Advisory, Valuations

Professional ExitMap Advisor (PEMA) / USA: Virginia - Richmond Area / Featured

Ryan McCaslin, CPA, CIA, CEPA

Professional Class: Accountant, Exit Planner

Professional ExitMap Advisor (PEMA) / USA: Michigan - Grand Rapids Area / Featured

Ryan Myers

Professional Class: Wealth Advisor

Professional ExitMap Advisor (PEMA) / USA: Oregon - Portland Area

Thomas J. Jordan, MSFS, CEPA

Professional Class: Executive Coach, Business Consultant, Exit Planner, Valuations

Professional ExitMap Advisor (PEMA) / USA: Texas - San Antonio Area / Featured

TJ McDermott CEPA, CFP, BFA

Professional Class: Exit Planner, Financial Planner, Wealth Advisor

Professional ExitMap Advisor (PEMA) / USA: Florida - West Palm Beach Area / Featured

Tom Ledbetter, CEPA

Professional Class: Business Consultant

Professional ExitMap Advisor (PEMA) / USA: North Carolina - Charlotte Area / Featured

William Toay

Professional Class: Business Consultant

Professional ExitMap Advisor (PEMA) / USA: Oklahoma

ExitMap Affiliates
Choose your Affiliate for more details and to complete your free Assessment.
Affiliates utilize ExitMap^® in their practice in conjunction with their specific advisory training.

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