The 2024 National Exit Planners Survey

Underwritten by The ExitMap^®

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.

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 Hannah Chalker, CEPA, Director of Business Development, The ExitMap^® at (800) 653-5405 or via email to hchalker@exitmap.com.