How We Can Work Together
I limit my practice to helping owners through their transition planning process. ExitMap® coaching begins with a complimentary Assessment and Debriefing. You are welcome to schedule the debriefing in your office or participate in a video call. If engaged, we will conduct five meetings with the client to help them establish their goals, Personal Vision for life after the business, priorities and action plans.
I limit my practice to helping owners through their transition planning process. ExitMap® coaching begins with a complimentary Assessment and Debriefing. You are welcome to schedule the debriefing in your office or participate in a video call. If engaged, we will conduct five meetings with the client to help them establish their goals, Personal Vision for life after the business, priorities and action plans.
That’s it. We do not sell financial products, operational consulting or valuations. The client remains yours. We just help prepare them for the next steps.
We neither pay to nor expect referral fees from other advisors. We just bring tremendous experience and a proven system to help your clients prepare.
Our Work Enhances Your Practice
As a trusted advisor, you face a difficult conflict when offering advisory services. You often see areas where you can benefit your client, but promoting additional services might be seen as “selling,” and could damage the client’s confidence in your objectivity.
We help address the most important financial event of a business owner’s lifetime, a profitable exit from their business. We provide a professional, systematic approach to starting the consulting conversation with your client and help you develop it into a profitable engagement.
This approach strengthens your role as a trusted advisor without putting you in the position of selling. Your services become a natural part of the client’s exit plan, creating opportunities to grow your practice while keeping their needs at the center.
As a trusted advisor, you face a difficult conflict when offering advisory services. You often see areas where you can benefit your client, but promoting additional services might be seen as “selling,” and could damage the client’s confidence in your objectivity.We help address the most important financial event of a business owner’s lifetime, a profitable exit from their business. We provide a professional, systematic approach to starting the consulting conversation with your client and help you develop it into a profitable engagement.
This approach strengthens your role as a trusted advisor without putting you in the position of selling. Your services become a natural part of the client’s exit plan, creating opportunities to grow your practice while keeping their needs at the center.
How to Begin Helping Your Client
Ask your client to complete our online ExitMap® Assessment. It only takes 15 minutes, and does not require the client to provide sensitive or confidential information. It produces a 12-page report which we will debrief with the client in your office. The meeting takes an hour, and we do not charge for the debriefing.
You will provide immediate value to your client, and together we will discuss the opportunities for helping him or her develop a successful exit strategy.
Get Started
| 1. Send your client a link to our 15-minute Exit Readiness Assessment. | ||
| 2. Take a Test Drive so you can review the report content in advance. | ||
| 3. Request an Appointment for a meeting, telephone call or video conference. | ||
Professional Affiliations
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