The ExitMap® Assessment©
The ExitMap® is like a road map in that it is designed to give you the big picture. It isn’t intended to provide turn-by-turn navigation to your destination. The ExitMap® looks at multiple areas of your business, and how prepared you are to transition.
Your exit plan may include seeking to transfer ownership to family members, help employees in a leveraged buyout, or sell it to a third party. Each of those strategies could take years to implement in a way that maximizes value and minimized taxes.
The process starts with a 22 question multiple-choice FREE Assessment that focuses on the current state of your company and your future goals and plans. It delivers a 12-page summary report broken down into the four critical areas most important to business owners: Operations, Revenue/Profit trends, Planning, and Financial Preparedness.
Not only does the Analysis help you and your advisor prioritize actions, both in relation to your planned transition time frame and according to their impact on your realized proceeds at exit, it also includes directions on how to create simple tracking and benchmarking tools to measure your current exit readiness and your progress as you prepare.
The transfer of a company is typically the biggest single financial event in a business owner’s lifetime and The ExitMap helps you and your advisor plan the route and identify the roadblocks.
In today’s business environment with all of the radical changes, uncertainty, new rules and regulations, and increased customer demands, how do you manage and thrive as an organization? We have found that it all depends upon how well your organization is aligned.
D.I.AL.O.G (Data Indicating Alignment of Organizational Goals) is an organizational assessment tool that examines how well critical elements of your organization are working together to achieve business and strategic goals. It also identifies which of these critical elements are working against you. Our approach is unique in that we measure the interrelationships of the essential elements that become the predictors of future strength.
The D.I.AL.O.G. Assessment provides a comprehensive perspective of the business based on the criteria for Performance Excellence as used by the Malcolm Baldrige National Quality Program.