ENNIS Legacy Partners

Service Level 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. Select the option that fits you best.

Your Information
Section 1 — Timeline & Urgency
Section 2 — Complexity
Section 3 — Working Style & Capacity
Section 4 — Scope of Help Needed
Section 5 — Investment Posture
Anything Else You Would Like Us to Know?
0
Your total score (out of 48)

12–22ExitReadiness® 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 quarterly 1:1 access to a Certified Exit Planning Professional.

23–33ExitReadiness® DIY™ — Advisory

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

34–48ENNIS 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 your results to your advisor, or reach us at ennislp.com to schedule a conversation.