Attract
Engage
Build
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Buffet of Exit Planning Options
Select from up to 17 different components to include in your unique workflow including: Value Gap Analysis, Value Range, Wealth Gap, Business Attractiveness, and more!
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Built-in Workflow Checklist
Our integrated workflow surfaces each step of your process via an easy-to-use checklist. Every client get's their own checklist that takes you right to where you need to go.
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Ready-Made Workflows for CEPAs
Not sure what your workflow should be? Select from one of our curated packages. Whether you're a Quarterback or a Value Advisor, there's a pre-built workflow for you.
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Provide Custom Options
Having a defined process is a necessity – but so is meeting the customer's needs. If you have a special engagement, you can easily customize your offer for that particular client.
Uncover Client Objectives
Deepen your connections with business owner clients by becoming their go-to advisor for strategic planning, positioning yourself as a vital partner in their success.
Goals Beyond the Business
Help business owners grow their most significant asset—their business, which represents 80% of their total net worth. Strengthen your role as the advisor they trust to secure and enhance their financial future.
Achieve Target Valuations
Position yourself as the advisor at the center of your client’s business transition, ensuring a smooth and successful liquidity event while keeping you top of mind when managing post-exit wealth.
Post-exit Security
Deliver professional, high-quality reports tailored to business owners, including valuations, exit readiness assessments, and personal financial readiness insights, building trust through actionable advice.
Analyze Business Potential
Identify untapped opportunities and pinpoint the key drivers of business value to help owners maximize their exit outcomes.
Evaluate Personal Readiness
Ensure business owners are financially and emotionally prepared for their next chapter by aligning their personal and financial goals.
Determine Business Valuation
Provide an accurate value range for your client's business, leveraging assessment data and industry benchmarks. Instill confidence in your clients with data-driven valuations that guide their exit planning decisions.
Valuable Shareholder Insights
Navigate complex ownership structures with clarity—helping clients align with key stakeholders and streamline the exit process.
Organize and Deliver Results
Structure exit planning engagements with ease — track every step, from valuation to transition, and ensure nothing falls through the cracks.
Streamline Delivery
Save time with a seamless workflow — automate tasks, manage priorities, and deliver high-impact strategies without administrative bottlenecks.
Stay on Track
Keep clients accountable with clear action items and milestones, ensuring they move steadily toward a successful exit.
Keep Notified
Never miss a critical update — automated notifications keep you informed so action is taken with confidence.
