Add exit readiness to your practice with a scored, 12-question assessment you can run with any client in 15 minutes. Reports they'll actually read. Insights you'll actually use.
15-minute walkthrough. No commitment. See the client experience firsthand.
Whether you're an accountant, lawyer, consultant, or exit planner, Exit OSx fits into your existing client workflow.
When a client decides to exit, the advisory relationship either deepens or ends. Most advisors lose this moment because they weren't part of the preparation.
Each one drives client retention, revenue expansion, or competitive differentiation.
Exit readiness conversations open doors to estate planning, tax strategy, succession planning, and corporate restructuring. It's the highest-value conversation you can have with an owner, and most advisors never initiate it.
Exit readiness is a billable service. Whether you pass the platform cost through or absorb it as part of a broader engagement, it creates recurring touchpoints and deliverables that clients value and pay for.
Most accountants, lawyers, and consultants don't offer exit readiness assessments. Be the advisor who proactively raises the topic and delivers a scored, data-driven output. Clients remember who prepared them.
When you're part of the exit preparation process from day one, you stay involved through the transaction and beyond. The advisor who prepared them is the advisor who manages the proceeds.
No certification required. No additional software to learn. The assessment does the heavy lifting.
Share the assessment link or walk through it together during a meeting. 12 yes/no questions about their business. Takes under 15 minutes with discussion.
See their Exit Score, valuation estimate, and dimension breakdown. Use the insights to frame the conversation around what buyers would find and what to fix first.
The platform recommends specific playbooks ranked by value impact. Help your client prioritize and execute. Track progress over time as their score improves.
The assessment surfaces topics like customer concentration, key-person dependency, and legal housekeeping — issues clients need to address regardless of when they plan to sell.
Every output is designed to be shared with a client. No embarrassing "powered by" footers. Professional, institutional-grade reporting.
A scored report across 12 questions in 3 categories. Shows exactly where the business is strong and where buyers would push back. Includes the methodology so you can stand behind it.
EBITDA-based valuation range with transparent math. Shows the calculation, the industry multiple, and how risk factors adjust the range. No black boxes.
Recommended playbooks ranked by dollar impact on valuation. Each action item is specific, guided, and tied to a measurable outcome. This becomes the client engagement plan.
Track your client's Exit Score over time. See which playbooks they've completed, how their valuation estimate has changed, and what's next on their roadmap.
Automated alerts when something in the client's profile suggests a risk. Customer concentration, key-person dependency, revenue quality issues — each with estimated dollar impact.
Shows the gap between what the business might sell for and what the owner needs for financial independence. A powerful motivator for taking action early.
See what your clients would experience. Take the assessment yourself in 4 minutes.
Try the Free Assessment