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Last activity: 09.04.2026
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The 2021 National Exit Planners Survey - Overview: Understanding how exit planners work with their clients and with each other.
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Apr 7, 20262026 National Exit Planners Survey Released Profession Shows Signs of Maturation as Boomer Business Transfers AccelerateThe 2026 National Exit Planners Survey (6th Annual) Exit Planning is complicated... ExitMap isn't. ExitMap Designations (PEMA & CEMC) FINRA Recognized Six-Year Data Series Documents Rising Fees, Declining Newcomer Surge, and Shifting Pr...
Apr 2, 2026Exit Planning Advisors Embrace AI at Extraordinary Rate, New Survey Data ShowsThe 2026 National Exit Planners Survey (6th Annual) Exit Planning is complicated... ExitMap isn't. FINRA Recognized ExitMap Designations (PEMA & CEMC) Nearly 95% of Exit Planning Professionals Now Use AI Tools; Majority on Paid Professi...
Mar 31, 2026New Survey Data Reveals Exit Planning Profession at an Inflection Point Ahead of Annual Report ReleaseThe 2026 National Exit Planners Survey (6th Annual) Exit Planning is complicated... ExitMap isn't. ExitMap Designations (PEMA & CEMC) FINRA Recognized Annual National Exit Planners Survey to Be Published April 7 — Early Findings Signal ...
Apr 22, 2025Fifth Annual Advisor Survey Shows Small Businesses Increasingly Seek Planning AssistanceThe 2025 National Exit Planners Survey The First Step in planning for any business owner Certified ExitMap Coach (CEMC) Badge Rapid growth in exit planning professionals can’t keep pace with demand. Exit Planning is largely a second skill f...
Apr 19, 2025Study Finds That Baby Boomers are Accelerating Exits from Their BusinessesThe 2025 National Exit Planners Survey The First Step in planning for any business owner Certified ExitMap Coach (CEMC) Badge With a 70% increase in certified exit planning advisors, Main Street businesses are beginning to seek professional...
Jul 7, 2022The Biggest Trend in Business Revealed by National Exit Planner’s SurveyExitMap is the sponsor of the National Exit Planners Survey Exit Planners reported increased exit planning engagements in the 2021 National Exit Planners Survey Webinar on Tuesday, July 12, 2022 SAN ANTONIO, TX, US, July 7, 2022 /EINPresswi...
May 16, 2022Bold Acceleration in Business Owner Exits Found in 2022 National Exit Planners SurveyThe survey found that 60% to 83% of advisors have seen increased exit planning inquiries and engagements in the last 12 months. The time for Exit Planners is here and will be for the foreseeable future.” — John F. Dini SAN ANTONIO, TX, USA,...
May 2, 2022National Exit Planning Survey Released at Exit Planning SummitThis exit planners survey is the second annual comprehensive look at both the industry and its practitioners. The ExitMap® announces the release of the second National Exit Planners Survey, at the Exit Planning Institutes’ National Exit Pla...
May 4, 2021ExitMap Survey Predicts Upsurge In Transfer of Business Wealth“When you think about it, the transfer of half the privately held businesses in the United States is breathtaking in its scope. Keep in mind that these are mostly the more mature, more profitable and more established companies in their spac...

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