Exit Planning Path Questionnaire

This brief questionnaire helps you and our team determine the best way to support your exit planning — our self-directed ExitReadiness® DIY™ platform, or a full ENNIS Legacy Partners advisory engagement. There are no wrong answers. Choose the option that fits you best, then see your recommended path.

Your score: 0 / 48

12–22  ExitReadiness® DIY™ — Essentials or Accelerator

You have runway, capacity, and appetite to drive the work yourself on a proven 14-chapter framework. Start free with Essentials, or step up to Accelerator for the full curriculum, tools, and monthly 1:1 access to a Certified Exit Planning Professional.

23–33  ExitReadiness® DIY™ — Advisory

You want structure and self-direction plus steady expert access. Advisory adds two monthly 90-minute 1:1 sessions with a Certified Exit Planning Professional and direct email support.

34–48  ENNIS Legacy Partners — Full Engagement

Your timeline, complexity, or need for coordinated execution warrants a dedicated advisor. Our 6-month Exit Timing Clarity & Exit Route Determination engagement provides hands-on guidance, advisor-managed professional coordination, and reviewed valuation work.

Ready to talk it through?

Send us your results and we'll follow up to discuss the right path for you.

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