Virtual Exit Plan

9 Steps, 9 Tools, and 9 Modules with the one-on-one virtual assistance of a Certified Exit Planner.

Overview

What is ExitReadiness® BASEPLAN?
A low-cost virtual exit planning alternative for business owners.  It’s right for you if you’re a sole business owner (or single family) of a business who wants to exit in the next 3 to 10 years. 

What is the cost?
The financial investment is 50% to 80% less than developing a comprehensive exit strategy for a mid-market company.  Our fee is $10,000 or $2,000 per month for five months.  The investment of time is also minimal with the plan typically being completed in three to five months.

How will I benefit?
We will help you clarify your goals and objectives for exit, determine what is needed to achieve them, and provide a road map for implementation.  You will have a foundation in place for exiting on your own terms and conditions.

What’s the process?
We utilize the ExitMap® Express™ process which involves 9 Tools, 9 Modules, and 9 Steps.  Our client submits historical financial and company information, completes two short online assessments and two additional electronic fillable forms. All other forms and calculations will either be completed by your ELP Advisor or jointly during the 5 video conference meetings.
 
Video conferences are conducted via Zoom, a free web-based application that requires only a browser and a web camera.  These conferences will include joint completion of planning tools that need to be visible to both you and your ELP Advisor.  For that reason, telephone conference calls are not acceptable.

©Copyright 2019.  The ExitMap® logo and the term "Exit Map" are registered trademarks, and the contents of ExitMap® Express™ including all the tools and materials referenced herein, are the property of MPN Incorporated, San Antonio, TX.

What's included?

Text Icon 9 text files

Contents

MODULE ONE: DISCOVERY (ZOOM Video Conference)
MODULE TWO: DATA SUBMISSION (Client Responsibility)
MODULE THREE: FINANCIAL ANALYSIS (ZOOM Video Conference)
MODULE FOUR: LIFE AFTER THE BUSINESS (Client Responsibility)
MODULE FIVE: OPERATIONAL ANALYSIS (ZOOM Video Conference)
MODULE SIX: INITIAL PLAN DESIGN (Advisor Responsibility)
MODULE SEVEN: PLAN PRESENTATION (ZOOM Video Conference)
MODULE EIGHT: PLAN DOCUMENTATION WITH ACTION ITEMS FOR IMPLEMENTATION
MODULE NINE: CLIENT ACCEPTANCE (Final Zoom Video Conference)

THERE IS MUCH AT STAKE

Increase your knowledge, assess your readiness and begin creating your plan today.