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Turn an Athlete into an Olympian
Blog Post
Help transform your business owner clients into Olympians by motivating them to take action. Show them the importance of planning for their futures. 
Uncovering The Yellow Brick Road 
Blog Post
Follow along Dorothy's journey to meet the wizard of Oz to understand the process you need to create to create the right exit path for your business owner clients. 
Surprise! You Aren’t Your Clients’ Hero – They Are!
Blog Post
Just like in every movie plotline, proper Exit Planning requires the main character with a problem, a guide to support the main character, and a villain to overcome. 
Gathering Missing Data
Blog Post
In this segment of Behind the Scenes, we interview John Dini, Founder and CEO of The ExitMap®, on how he has made some critical changes to his practice to ensure he receives the information he needs to properly create an Exit Plan in a timely manner.
Leading the Team to Success 
Blog Post
Tips, tricks, and strategies to keep your clients and advisor team on track during the planning process. 
Strategies to Keep Owners Engaged in Long-Term Planning 
Blog Post
Be sure to get to know your clients so you can accurately help them develop the right Exit Plan for them. 
Know Your Audience
Blog Post
Be sure to get to know your clients so you can accurately help them develop the right Exit Plan for them. 
Are You Marketing or Drowning Worms?
Blog Post
Valuable content, provided on a consistent basis, is the key to marketing your practice to business owners and their advisors.
Become the Coach of Your Advisor Team
Blog Post
Patrick Carroll, Founder and CEO of Obsidian Planning Solutions, speaks to why being the coach of your Advisor Team is so critical to the success of the Exit Plans you put together.
Is Exit Planning a Good Fit for You? 
Blog Post
Learn if you have the necessary resources and bandwidth to implement Exit Planning into your core offerings.