ExitMap Advisor Test Drive | Exit Planning Software & Assessment Tools for AdvisorsExitMap

FOR PROFESSIONAL ADVISORS

Your ExitMap Advisor Test Drive:

This 15-minute questionnaire generates a complimentary set of the three ExitMap® reports (Assessment©, Analysis© and Advisor’s Guide©). They are customized based on your responses. Most Advisors have a typical clients’ profile in mind when completing the questionnaire to see what a client will see. Reports are sent within one business day.

ExitMap® empowers advisors to develop trust-based collaborative relationships, built around a structured coaching discovery process that helps clients envision life after their businesses. It is the key to starting the conversation for any advisory services.

1Get Started

2Time Frame

3Questions 1-5

4Questions 6-10

5Questions 11-15

6Questions 16-20

7Submit

Get Started

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ExitMap, LLC | 15600 San Pedro Avenue Suite 200 San Antonio, TX 78232 | (800) 653-5405

Privacy Notice: Your Assessment information and the accompanying reports are shared only with ExitMap. We do not share your information with anyone else.

Exit Time Frame Questions:

Please provide the answers that most closely describe your current situation regarding your exit time frame.

A. I would like to step back from day to day management of my business: *

In the next year.
In 1-3 years.
In 3-5 years.
In 5 years or more.
I already have.

B. I would like to walk away from my business completely: *

In the next year.
In 1-3 years.
In 3-5 years.
In 5-8 years.
In more than 8 years.

ExitMap Assessment Questions 1-5

(Page 1 of 4) Please provide the answers that best describe you, your employees and/or your company.

1. My decision making team consists of: *

Only me.
Several supervisors.
Managers who run day-to-day operations in key areas.
Independent executive decision-makers running all areas of the business.
C-level executives developing all strategies as guided by my vision.

2. My plan for the eventual transfer of my company is: *

I’m not really sure.
To close down completely when I am ready to leave.
To transfer ownership to a family member(s) or employee(s).
To put it up for sale to a third party.
I already have an agreement with a qualified buyer.

3. I know what the post-tax proceeds of exiting need to be because: *

I don’t know what I will need.
I have a general idea of how much I’ll need and am confident it will be enough.
I have calculated my future income from my current assets combined with expected proceeds from the sale of my company.
I have had a Financial Planner calculate the needs including lifestyle, life expectancy and inflation assumptions.
I have a professional projection of future needs and have compared them to my business valuation and projected tax liabilities.

4. I know my company's current market value, because: *

I have no idea what the value of my business is.
I have a figure in mind that I need to retire and I know it is worth at least that.
I’ve talked to other people who sold their companies and know what companies like mine should sell for.
My accountant or financial planner researched comparative sales.
I have a certified valuation of the business.

5. I will handle the taxes on the transfer of my business by: *

I haven't looked at the tax implications.
I plan to just add the tax burden to my target net price.
I assume I'll just pay capital gains tax.
I assume I'll just pay ordinary income tax.
I've had a CPA analyze the tax consequences of a sale.

ExitMap Assessment Questions 6-10

(Page 2 of 4) Please provide the answers that best describe you, your employees and/or your company.

6. I think the most likely buyer for my business is: *

I don’t know.
Another entrepreneur or a competitor.
Family members already engaged in the business.
Partners or employees who currently manage the business.
A clearly identified strategic buyer.

7. The diversification of our revenues by customer is: *

Not really diversified. 50% or more comes from one customer.
Somewhat diversified with a few customers that account for most of our business.
In line with the Pareto Principle. 80% of our business is from 20% of our customers.
Fairly diversified. No one customer accounts for more than 10% of our business.
Very diversified. No one customer accounts for more than 5% of our business.

8. Most of my customers: *

Are driven by price and will buy from whomever makes the best deal.
Appreciate service but focus on cost.
Return year after year and increase their spending.
Are committed to long-term, written purchase contracts.
Can get what they need only from my company.

9. My key employees are: *

Irreplaceable. They have unique skills vital to our survival.
Employed at will, under verbal understandings.
Employed with written agreements and incentives.
Employed under non-compete and confidentiality agreements.
Employed with long-term incentives that vest and accrue if the business is successful.

10. The plan for the business in the event of my death or disability is: *

I don’t know.
My partners, employees or family will have to take over.
To sell it as quickly as possible or shut it down.
I have a mutual management agreement with a competitor or colleague outside the company to take over in my absence.
We have a plan to bring in experienced interim management with full instructions on a transition.

ExitMap Assessment Questions 11-15

(Page 3 of 4) Please provide the answers that best describe you, your employees and/or your company.

11. The documentation of our systems and processes for operations, human resources, and administrative functions are: *

Mostly verbal.
Written, but bear little resemblance to what we actually do.
Written, but somewhat out-of-date.
Fully documented but not always followed on a day-to-day basis.
Fully documented, updated and required to be followed in all areas.

12. My typical work week is: *

Over 60 hours.
55-60 hours.
45-55 hours.
40-45 hours.
Less than 40 hours.

13. Our revenues are: *

Declining for three years or more.
Up-and-down from year-to-year.
Flat for three years or more.
Growing slightly over the last three years.
Growing strongly over the last three years.

14. Our profit margins (as a percentage of revenue) are: *

Declining for three years or more.
Up-and-down from year-to-year.
Flat for three years or more.
Growing slightly over the last three years.
Growing strongly over the last three years.

15. Our financial performance against industry (NAICS or SIC Code) standards are: *

I don't know.
Bottom quartile.
About average.
Top quartile.
Top 10%.

ExitMap Assessment Questions 16-20

(Page 4 of 4) Please provide the answers that best describe you, your employees and/or your company.

16. In the event of my sudden absence from the business, my documented continuity plan for operations includes: *

We do not have a documented continuity plan.
A documented list of responsibilities that my managers can handle.
A documented succession plan for managers with written retention incentives for key staff.
Documented succession and retention plans, plus instructions for governance and continuation of family income.
Complete continuity planning, including insurance to retire debt and fund working capital.

17. Are employee goals and reviews aligned with the company's mission, vision and values? *

We do not have formal employee goals or performance reviews.
We do formal employee reviews and set goals, but we don’t have a clear company mission or vision.
We have employee goals and reviews, but they are not necessarily developed around our mission or vision.
We have employee goals and reviews, developed around our main mission or vision.
All employee development and incentives are aligned with specific short and long term company objectives.

18. How dependent is the business credit on your personal guarantees? *

I personally guarantee all business debt.
I have guarantees on some, but not all business debt.
I guarantee real property, but do not have personal guarantees on leases or credit lines.
The business has no debt.
The business can incur any necessary debt without the need for personal guarantees.

19. Our Technology Policy is to: *

Replace things when they fail.
Purchase upgrades when support is discontinued by the vendor.
Upgrade as the need arises, or for clear improvements in productivity.
Budget and implement upgrades on a planned, defined schedule.
Stay near the leading edge, constantly looking for the next improvement.

20. After I leave the company, I am planning to: *

I don't know.
Do something or nothing. Just take it day by day.
Take up a hobby or work for a non-profit.
Start another business or get a job.
Pursue my life's passion.

Your Client's Contact Information

Please provide your contact information so that we can customize the Assessment, Analysis and Action Plan keystone reports. The reports will be sent via email within one business day.

Normally your client would complete the fields below. We have auto-filled them for your convenience and for the purpose of this Test Drive. Instead, please complete the Professional Advisor information in the section below.

Name *

First

Last

Company *

Title *

About Your Professional Advisor

Your Advisor will help you examine your options for the transfer of your business. Developing a plan together will allow you to control the timing, process and proceeds of your ownership finale. All business owners who complete the questionnaire will receive a 12-page exit readiness summary report.

Please enter YOUR contact information below so we can customize the Assessment, Analysis and Action Plan for "Your Client" above, and forward the reports to you. These fields will be auto-filled on your custom page when you become a Subscriber.

Advisor's Name *

Advisor's Email *

Advisor's Company *

©MPN Incorporated 2007-2026 All rights reserved. This assessment, website and its contents are copyright of MPN Inc. and The ExitMap® and may not be reproduced. Submission of this form constitutes your acknowledgement.

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