EXIT PLANNERS SURVEY
Updated 40 days ago
The ExitMap® is a subscription-based coaching system for any advisor engaged in exit planning services. It complements comprehensive exit planning, value enhancement and other advisory services. Our clients include Financial Planners, Business Consultants, Business Brokers, Accountants, Appraisers, Attorneys and Insurance professionals...
We conduct this survey to raise awareness of the trends created by the transition of the Baby Boomers, the most entrepreneurial generation in history, and to share best practices in a new and rapidly growing advisory specialty...
The 2021 National Exit Planners Survey - Overview: Understanding how exit planners work with their clients and with each other.