The workspace I built for my own clients — now under your brand.
Exit OSx gives your clients a buyer-grade readiness diagnostic, a defensible three-method valuation, and a sequenced value-creation playbook — white-labeled to your firm, billed per seat, with you in the room on every engagement.
Built for advisors with business-owner clients.
Exit planners
Run the readiness methodology you already teach — without building the software to deliver it.
Investment bankers
Get sell-side clients buyer-ready before the mandate, and defend the number with three triangulated methods.
Fractional CFOs
Turn the financials you already own into a valuation and an improvement roadmap your clients can act on.
CAAS-model CPA firms
Add advisory revenue on top of compliance work, using the QuickBooks data already flowing through your practice.
Wealth managers
Connect the business sale to the financial plan — model after-tax proceeds and whether they fund the life after.
A practice tool, not a referral funnel.
Your brand, end to end
White-label the workspace, the reports, and every client touchpoint with your firm's name, logo, and colors. Clients experience your practice, not ours.
A portfolio view of every client
One dashboard across all your engagements — readiness, valuation, and trajectory at a glance, so you know who needs attention this week.
Invite clients and work alongside them
Send a branded invitation, then act on their behalf when you need to — with an advisor-grade audit trail of every change.
Per-seat pricing
Add a seat per client engagement. No long-term lock-in, no enterprise contract to negotiate before you can start.
The full methodology
Three-method valuation, buyer-type diagnostic, value-creation playbook, PFS + retirement modeling, and QuickBooks sync — the same engine behind the owner product.
Hand-onboarded for launch
For V1, advisor accounts are set up personally so your firm's branding and first clients are configured right. Self-serve advisor checkout follows shortly.
I'm an investment banker and exit planner. I built Exit OSx to run my own engagements — not to compete with the advisors who do this work. The methodology is the same one I use; the brand on it should be yours.
The tools most advisors are handed were built for the software company, not for the practitioner or the client. This one was built from the advisor's side of the desk.
Put your brand on the workspace.
Tell me about your practice and the clients you serve, and I'll get your firm set up.
Email me about the advisor program →