80% of owners can't sell when they want to.
Most of your net worth is locked in the business — and it only becomes retirement if a buyer actually closes. The reason most don't isn't the business; it's owner dependence, shaky financials, or revenue a buyer can't count on (Exit Planning Institute). I'm an investment banker, and this free 2-minute scan shows what an acquirer would flag, what it would cost you, and what to fix first.
Free · 2 minutes · No signup required for the scan.
Why so few make it to the close
have no written plan to transition out of the business
have never sought advice on a transition
of the owner's net worth is locked in the business
have had a real valuation in the last 3 years
Source: Exit Planning Institute · State of Owner Readiness
I spent years advising owners through the most consequential transaction of their lives — selling the business they built. Almost none of them had any idea what to expect, or why things were the way they were.
I wrote Capture to fix that on paper. Exit OSx is the other half of the answer — the operational layer that turns the framework into something you can run, between meetings, on your own terms, before any buyer is in the room.
It's the workspace I use with my own clients. Now you can use it too.
The same business reads differently to different acquirers.
Strategics, PE firms, and search funds each weight your business differently. Exit OSx breaks the score down by buyer type — so you know where you'll need to defend, and where you'll get credit.
Three methods triangulate the headline number.
EBITDA multiple, discounted cash flow, and public-company comps — weighted in a blend you can adjust. No black box. The same triangulated range an investment banker would put in front of a buyer.
Sequenced by buyer impact, time, and cost.
Every action is tied to a real readiness signal in your business. Each one shows which buyer type cares, how long it takes, and what it costs — so you can decide what's worth doing and what isn't.
See what a buyer will discount your business by — in 2 minutes.
Eight questions. The dollar discount three buyer types — strategic, PE, and search fund — would each apply to your valuation. Plus the highest-leverage things you could do to close the gap.
Start the readiness scan →
The book that powers the workspace.
“As a CFO of a larger company, we frequently purchase companies from founders. The book breaks down complex processes and decisions into actionable, understandable, time-phased elements.”
“Advice from someone who's been there, not just theory.”
“A blueprint for how to design life both now and even after said exit.”
“A valuable resource for any business owner, whether an exit is near or still years away.”
Advise owners through the sale of their business?
Exit OSx white-labels to your practice — your brand on the diagnostic, the valuation, and every client touchpoint. Exit planners, investment bankers, fractional CFOs, CAAS-model CPA firms, and wealth managers.
See the advisor program →One workspace. Real methodology. From $199/mo.
$2,388/yr billed annually, or $249/mo on monthly. 14-day free trial. No credit card to start.