Your clients are going to market. Run the buyer's diligence on them first.
Every unprepared seller costs you something: a deal that dies in diligence, a price that gets re-traded, a senior partner's month spent on cleanup. Exit OSx grades every client the way a buyer will, prices each finding in deal terms, and does it under your brand across the whole book, before any buyer is in the room.
$399/mo billed yearly, or $499 month to month, including your own branded site and your first client.
Your logo sits where ours does. Your clients never see us.
You already know which clients would fail diligence. The problem is what that knowledge costs you.
- The deal that dies in week three
- Nearly half of broken letters of intent break on what diligence found. The finding was in the business before the mandate. Nobody had graded it.
- The conversation you cannot start
- Telling an owner their business is not ready is an opinion until it has a number and a term attached. Then it is a finding, and findings get acted on.
- The work that does not scale
- The analysis that would prove it takes days per client, so it happens once a deal is live, which is exactly too late to fix anything. Readiness work is the highest-margin engagement in your practice and the hardest to sell cold. It sells itself off a graded finding the client cannot argue with.
An entire exit-readiness practice, delivered under your name.
Your brand, not ours
Your domain, your logo, your colors on every screen, every report, and every client email. Your clients do not know we exist unless you tell them.
A portfolio view of every client
One dashboard: who is ready, who is not, what is blocking each of them, and what moved since last quarter. The list you would otherwise keep in your head.
Act on their behalf
Work inside a client's workspace directly, with a full audit trail of what you changed and when. Useful during the engagement, essential if anyone ever asks.
Nine report types, client-ready
Valuation, buyer readiness, EBITDA bridge, financial statements, tax on a sale, retirement fit, and more. Branded, exportable, and defensible.
A valuation you can put your name on
Three methods triangulated, with the multiple itemized driver by driver. When a client asks where the number came from, the answer is a table, not a shrug.
Books, not recollection
QuickBooks connects directly. A full three-statement engine sits behind the valuation, so the analysis moves when their financials do.
One readiness engagement pays for the year.
The arithmetic is not subtle, which is rather the point. This costs less than the engagement it creates.
Billed monthly. Cancel whenever. We would rather earn the next month than hold you to a contract.
A verdict, not a dashboard.
Every client gets a single answer to the only question they asked: go to market, fix something first, or wait. Underneath it sits the score, the three buyer readings, the itemized multiple, and the prioritized work.
You keep the judgment calls. The system does the arithmetic, the documentation, and the follow-up.
One price. Every feature. Every client.
$4,788 a year, or $499/mo month to month.
Includes your own branded site, your branding, the portfolio dashboard, and your first client. Each additional client is $149/mo, billed monthly. Cancel anytime; access runs to the end of what you paid for.
- White-labeled workspace, reports, and client emails
- Unlimited clients, priced per active site
- Portfolio view of readiness and valuation across the book
- Act on a client's behalf, with a full audit trail
- Nine branded report types, exportable
- QuickBooks sync and the three-statement engine
- Month to month, or save with yearly billing
Questions about fit, scale, or moving an existing book across? hello@exitosx.com
Questions advisors actually ask.
- Do my clients know it is Exit OSx?
- No, unless you tell them. Your domain, your logo, and your firm name are on the workspace, the reports, and the emails. We do not contact your clients.
- What counts as a client?
- One business you are working with, on its own site with its own workspace and data. Your first is included; each additional one is the per-site price. Archive a site when the engagement ends and you stop paying for it.
- Who owns the data?
- The client owns their data and you have access through the engagement. If a client leaves your firm, their workspace goes with them rather than disappearing, which is the answer you want to be able to give when they ask.
- Can I use my own valuation methodology?
- You can adjust the weighting across the three methods, tune the deal-structure assumptions, and override inputs. The engine is transparent by design, so anything you change shows its effect on the number.
- What kind of firms is this for?
- Exit planners, lower-middle-market investment bankers, fractional CFOs, CAAS-model CPA firms, and wealth managers with business-owner clients. If your clients' net worth is mostly locked inside a company they have not prepared to sell, this is for you.
- How long does it take to get running?
- Your branded site is live the day you sign up. Taking a first client from cold to a scored, valued, documented workspace is usually a single working session plus their QuickBooks connection.
Built for the advisor’s side of the desk.
Exit OSx grades a business the way a buyer's team grades it and turns each finding into the term a buyer would reach for. It was built to run inside live sell-side engagements, and it is priced and published for every firm doing that work: exit planners, lower-middle-market bankers, fractional CFOs, CPA firms, and wealth managers.