ExitMap® Client Engagement
A Proven Step-by-Step Process
from First Contact to a Paid Advisory Relationship
The ExitMap Process:
ExitMap provides a streamlined framework for advisors to guide business owners through exit planning focused on their goals for life after the business. With a clear roadmap, tools, and resources, it ensures a smooth process, identifies readiness gaps, and delivers tailored transition strategies—all while seamlessly integrating with your existing workflows.
Start today for only $149 a month!
Step 1 – First Contact! Client completes the 15-minute questionnaire.
The 22-question Assessment requires no financial or confidential information.
A. At your request, or
B. From a custom widget in your email signature, or
C. Via links in your newsletter, or
D. Offered in a presentation or webinar, or
E. Through their trade or professional association, or
F. At the recommendation of a referral source.
It generates the three ExitMap keystone reports (Assessment, Analysis and Advisor’s Guide) focused on the four key areas of exit readiness (Operations, Revenue/Profit, Planning, Finance). The 12-page Assessment summary is sent to both you and your client.
Step 2 – Call. Schedule a video or in-person debriefing.
The 40-page Analysis is sent only to you and provides a detailed breakdown of each question in the Assessment. The client can only receive a copy by scheduling a meeting with you.
Step 3 – Debrief. A one hour conversation to
identify client objectives and highlight your skills.
Stay on track during the meeting with your exclusive Advisor’s Guide and Debriefing Guide, then present the client’s custom Analysis as an attractive, professional “thank you” for meeting. It serves as a reminder of the specific areas where they could use your assistance.
Step 4 – Proposal. Detail how you will assist the client in his or her exit readiness.
Step 5 – Engagement. Begin your professional advisory relationship using ExitMap® Express™ or your
own established process. ExitMap aligns with every planning system.
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Your Business Development Coach will guide you through the process.
The Advisor Reports:
Created exclusively for use by planning professionals, the Advisor’s Guide is designed to guide you through a structured debriefing and demonstrate your value as an advisor. Effectively review critical areas of need using information which is prioritized so that you can focus specifically on improvements in your area of expertise.
The Advisor’s Guide:
Includes the content in the client’s Analysis, plus:
• The Snapshot to analyze key areas of client need
• Consulting tips and hints for each functional area
• Recommendations for an effective first encounter
The Advisor’s Guide along with the Debriefing Guide provide a step-by-step methodology for closing an engagement in your very first meeting.
See if the #1 exit coaching process is right for your practice.
EXPLORE EXITMAP TODAY!
The ExitMap Express 5-meeting process is designed for advisors who seek to help owners develop comprehensive goals and a clear vision for their transition. Whether you intend to move deeper into plan implementation, or want to be the client’s key advisor in a professional team effort, Express will help you ask the right question in the right order. A total of about 10 hours of your time gives the client understanding of the Financial Readiness, Business Readiness and Personal Readiness for exit, and develops a Prioritized Action Plan for future advisory efforts.
Learn More About Express!
