The 2025 National Exit Planners Survey

Underwritten by ExitMap^® LLC
Exit Planning is complicated… ExitMap isn’t.

ExitMap^® is a subscription-based coaching system for any advisor engaged in exit planning services. It provides a streamlined framework for advisors to guide business owners through exit planning focused on their goals for life after the business. With a clear roadmap, tools, and resources, it ensures a smooth process, identifies readiness gaps, and delivers tailored transition strategies—all while seamlessly integrating with your existing workflows. 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.

We are available to comment on the transition of the Baby Boomers, the exit planning industry, exit methodologies and similar topics.

For journalistic inquiries or to arrange media appearances, please contact John F. Dini, CExP, CEPA, CBEC, CEMC, Founder and CEO, ExitMap^® LLC at (800) 653-5405 or via email to jdini@exitmap.com -OR- Hannah Chalker, CEPA, CVGA, CEMC, Director of Business Development, ExitMap^® LLC at (800) 653-5405 or via email to hchalker@exitmap.com.