ExitMap® Health Assessment

ExitMap® Health Assessment Page

Know Where You Stand. Plan Where You’re Going.

The ExitMap® Business Health Assessment helps business owners evaluate their company’s current strengths, identify areas for improvement, and prepare for growth, succession, or a future transition.
Sooner or later, every owner leaves their business.

Whether that means selling to a third party, transitioning ownership to employees or family, or stepping away gradually, thoughtful planning begins with understanding where the business stands today.

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What the Assessment Evaluates

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Leadership & Team

Does your business have the right leadership structure and people in place to support long-term success?

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Financial Performance

Are your financial results and key metrics positioned to support business value?

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Systems & Processes

Can your business operate efficiently and scale without depending entirely on you?

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Customers & Market

Is your customer base diversified, stable, and positioned for future growth?

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Growth & Transition Planning

Are your long-term goals, timing, and potential transition path clearly defined?

Watch How ExitMap Works

See how the ExitMap assessment helps business owners evaluate key value drivers, identify opportunities, and begin planning for the future.

View Sample Assessment

Business Strengths, Goals, and Vision

Every business has strengths, and every owner has goals. The ExitMap Self-Assessment helps you evaluate the areas that matter most for succession planning, sale readiness, and long-term growth.

Understanding where your business stands today can help you make better decisions about where you want it to go. The assessment is designed to help identify strengths, weaknesses, and opportunities for improvement while keeping you in control of the process.

How the Assessment Works

1. Complete the Assessment

The multiple-choice assessment takes approximately 15 minutes and does not require confidential financial information.

2. Receive Your Summary

A personalized 12-page summary of your responses will be emailed to you within one business day. The summary is organized around four key areas:

Planning
Finance
Revenue and Profit
Operations

3. Review Your Detailed Analysis

A 40-page detailed analysis of your responses will be provided as part of a complimentary one-hour debriefing with David M. Bastiaans, CPA, Esq., LL.M.

Why Begin Planning Now?

Even owners who expect to remain in their businesses for many years can benefit from beginning the planning process early.

Tax-reduction and legal planning strategies may take years to implement.

Your long-term goals can influence the decisions you make today.

Building stronger leadership and operating systems can reduce owner dependence.

Improving business value creates more options for succession, continued ownership, or sale.

Early planning gives you greater flexibility when unexpected opportunities arise.

Featured ExitMap Resources

Sample Assessment

Preview the questions and topics included in the ExitMap Business Health Assessment.

View Sample Report

Sample Report

See how the assessment results are organized and the types of insights included in the final report.

View Sample Report

ExitMap Express Guide

Learn how the ExitMap process works, what to expect, and how the assessments supports long-term business planning and transition readiness.

Process Benefits

Beating the Boomer Bust

Explore succession planning, valuation, buyer expectations, and the challenges surrounding generational transitions in business ownership.

View or Download the Guide

Frequently Asked Questions

What if I do not have an exit date in mind?

The assessment asks when you expect to step back from day-to-day responsibilities and when you may leave the business completely. These are planning ranges, not commitments. Establishing an approximate timeline can help guide future decisions while preserving flexibility.

Is my information confidential?

The assessment does not ask for confidential financial information. Your responses and results remain part of your planning process and are not shared without your permission.

How long does the assessment take?

Most business owners complete the questionnaire in approximately 15 minutes.

What will I receive?

You will receive a 12-page summary of your responses within one business day, followed by a detailed 40-page analysis during your complimentary review with David.

Who reviews my results?

Your detailed results will be reviewed with David M. Bastiaans, CPA, Esq., LL.M., who can help you understand the findings and consider appropriate next steps.

ExitMap® Health Assessment