Your business is your retirement.
Are you managing it like one?

75% of your net worth. One illiquid asset. No diversification. And if one of the 5 Ds hits tomorrow — death, disability, divorce, disagreement, or distress — 80% of businesses in your position fail to sell.

Exit planners charge $5,000–$10,000 a month. Investment bankers take 5–10% of your sale price — over $1M on a $20M company. Exit OSx is like having both engaged in your business at all times: a buyer's-eye view, a plan to close the gaps, and a system to track your value as you build it. Starting at $0.

See What a Buyer Would Pay for Your Business

4 minutes · Free · No account required

You built it to make you money.
A buyer needs it to make money without you.

That gap — between owner-optimized and buyer-ready — is where deals die, multiples compress, and millions get left on the table. Every day you don't close it, you're quietly discounting your own exit.

A profitable business is not necessarily a valuable one

Many businesses are profitable because the owner works 60 hours a week, runs personal expenses through it, and is the key relationship in every deal. A buyer looks at that and thinks: “What happens when the owner leaves?” If the answer is “the business declines,” they walk. Or they discount. Hard.

You're quietly taxing your own value

Being the bottleneck on every deal. Pulling out profit instead of funding growth. No documented sales process. Keeping low-margin products out of habit. These aren't bad decisions — they're owner decisions. But they cap your multiple and kill buyer confidence.

The work that makes it sellable makes it better now

You don't have to plan to sell. The same changes that make a company buyer-ready — repeatable revenue, owner independence, clean financials, documented systems — also make it more profitable and more resilient right now. This isn't exit planning. It's running a better business.

Know Your Number

See exactly what a buyer would pay — and why they'd discount it.

12 questions that mirror buyer due diligence. You get your Exit Score, your estimated enterprise value with transparent math (EBITDA multiple, DCF, and comparables), and the specific gaps between how you run it and what someone would write a check for. No black box. No guessing.

Exit OSx dashboard showing Exit Score, valuation range, and readiness dimensions

Close the Gaps

Fix the specific things that kill deals and compress multiples.

48 guided playbooks — each targeting a reason buyers walk away or discount: owner dependency, customer concentration, undocumented processes, messy financials. Not PDFs. Not checklists. AI-guided consulting sessions that interview you, surface risks, and produce professional deliverables. The same work a $10,000/month consultant would assign, guided step by step.

Guided playbook with branching questions for stakeholder alignment

Watch Your Value Climb

Track your enterprise value like the asset it is.

Your business is your largest asset. Treat it like one. Exit OSx continuously monitors your risk signals, tracks your Exit Score as you complete playbooks, and shows you exactly how each action impacts your valuation range. No financial advisor would let you hold 75% of your net worth in a single stock without monitoring it. Why would you do that with your business?

Enterprise value of $29.2M with EBITDA multiple, DCF, and comparables analysis

“I took the assessment thinking I'd score well. I got a 52. That wake-up call saved me from going to market unprepared and potentially leaving $2M+ on the table. Exit OSx showed me exactly where the gaps were — owner dependency, no documented sales process, customer concentration — and gave me a clear plan to fix each one. Six months later my score is 78 and my estimated value range shifted by over a million dollars.”

Robert N.

Owner, Distribution Company · $8.2M Revenue

“It's like having a private equity lens on your company before you ever go to market. Exit OSx broke down where I was still the bottleneck, where systems needed to be formalized, and how to build a business that could thrive without me.”

Matt K.

Owner, Multi-Location Veterinary Hospitals

“Exit OSx gave us something we didn't have: a clear, structured path to becoming truly exit-ready. It forced alignment between our financials, operations, and risk profile in a way buyers actually care about. It's not just a tool. It's a discipline.”

Bill F.

CFO, Food Manufacturing

An exit planner and investment banker in your pocket. For a fraction of the cost.

See What a Buyer Would Pay

4 minutes · Free · No account required

Common Questions

I'm not selling anytime soon. Why should I care?

Because you may not get to choose when. Death, disability, divorce, disagreement, and distress force exits every day — and when they hit, your terms are dictated, not negotiated. If you haven't prepared, you sell at a discount or don't sell at all. Your spouse inherits a business they can't run. Your partner sues because there's no buy-sell agreement. Your estate gets pennies on the dollar. And even if none of that happens: the changes that make a business sellable are the same ones that make it more profitable and resilient right now. This isn't just exit planning. It's building a better business.

My business is profitable. Doesn't that mean it's valuable?

Profitable for you and valuable to a buyer are different things. Many businesses are profitable because the owner works 60 hours a week, runs personal expenses through it, and is the key relationship in every deal. A buyer sees that and thinks “what happens when the owner leaves?” Value comes from profit that's transferable, reliable, and growing without the founder. That's the gap Exit OSx helps you close.

How is this different from hiring a broker or consultant?

A broker tells you what your business is worth today and takes 8-12% of the sale price. A consultant gives you advice and sends you an invoice. Neither helps you systematically close the gap between owner-run and buyer-ready over time. Exit OSx was built by an investment banker (Brad Feldman, FINRA Series 79) who codified the same methodology he uses with clients into software. You get 48 guided playbooks, three valuation methods (EBITDA multiple, DCF, and comparables), AI coaching, and ongoing risk monitoring. Exit planning retainers run $5,000–$10,000 a month, and an investment banker will take 5–10% of your transaction value. We give you a living system that tracks your value as you build it. Starting at $0.

Is the free assessment actually free?

The assessment, your Exit Score, and your basic valuation estimate are free forever. No credit card. No sales call. We built the free tier because we believe every owner deserves to see their business through a buyer's eyes before talking to a broker. If you want deeper diagnostics, AI coaching, and all 48 playbooks, that's the Build plan at $119/month. The Deal Room plan at $399/month adds deal preparation tools. But the free assessment alone shows you exactly where the gaps are.

What does “Exit Score” actually measure?

It measures how a buyer would evaluate your business across three dimensions: Attractiveness (is the revenue model, margin, and growth worth paying for?), Transferability (can the business run without you?), and Risk Quality (are there deal-killers like customer concentration or key-person dependency?). Your score is weighted the way buyers weight risk: Risk Quality at 45%, Attractiveness at 35%, Transferability at 20%. It's not your opinion of your business. It's a buyer's.

Is my data secure?

Absolutely. Your business data is encrypted at rest and in transit. We never share, sell, or expose your information. You control what you enter and can delete your account at any time. We understand the sensitivity of financial and operational business data, and we treat it accordingly.

Built by a Practitioner, Not a Product Team

The Advisor Behind the Platform

Brad Feldman

Managing Director, Pasadena Private Advisors

Brad Feldman is an investment banker, exit planner, and educator specializing in business succession planning and value realization for closely held and lower-middle-market companies. He built Exit OSx to give every business owner access to the same methodology he uses with his advisory clients — companies doing $10M–$100M in revenue preparing for a liquidity event. Brad began his career at Price Waterhouse as a Certified Public Accountant and holds an MBA from Duke University. He is an adjunct professor at California State University, Los Angeles, and the author of Capture: How Founders Unlock Value, Exit with Purpose, and Step into What's Next. Brad holds FINRA Series 63, 65, and 79 licenses and regularly collaborates with CPAs and attorneys to align tax strategy, risk management, and succession outcomes.

CPA (Price Waterhouse)MBA, Duke UniversityFINRA Series 63, 65 & 79Author, Capture

Your business is your retirement.Are you managing it like one?