Broker Check

Exit and Succession Planning

Your First Step

The first step in the planning process is to complete an ExitMap® Assessment. The assessment will reveal your overall preparedness for transition, detailing four critical areas: financial readiness, ease of planning, revenue streams, and operational efficiency. The result is a 12-page summary report broken down by each area. 

There is one indisputable fact – 100% of owners will eventually exit their businesses. The ExitMap® Assessment is a multiple-choice questionnaire that does not ask for confidential or financial information. The assessment is, nevertheless, a critical first step in starting the discussion and planning process.





Take the Assessment