When a client gets an offer, you get the first call. What will you tell them?
You hold the books. The client holds a letter with a number in it and three questions: is it fair, what do I keep, and what will the buyer find. Exit OSx answers all three from the QuickBooks data already in your practice, under your firm's name, before the client signs anything.
$399/mo billed yearly, or $499 month to month. First client included, then $149/mo per client. No annual contract.
You already have the data. What you do not have is the hour to turn it into the answer.
- The call you cannot bill for
- A client with an offer wants an answer this week. A real answer takes a valuation, a tax model, and a diligence read you do not have time to build from scratch, so it becomes an opinion over the phone.
- The referral you make too early
- You send them to a banker or broker before anyone knows whether the business is ready, what it is worth, or what the owner needs after tax. The banker's first six weeks rediscover what your files already show.
- The finding you both see too late
- The add-back without support, the customer at 30% of revenue, the books that do not tie to the return. You know these clients. The buyer's quality of earnings team will find it in week three.
The three answers the client is calling for, from the books you already keep.
A valuation you can put your name on
Three methods, weights you can see and adjust, the multiple itemized driver by driver. When the client asks where the number came from, the answer is a table.
The offer, headline to wire
Debt payoff, fees, escrow, earnout, seller note, and tax by sale type and state. The number that lands, next to the number in the letter.
The quality of earnings read, early
Every add-back graded on whether it has support. Monthly statements that tie to the bank and the return, or do not. The exact work a buyer's QoE team will do, done first.
The buyer's request list
The documents a buyer asks for, in the order they ask, with what is missing. You hold most of them already; now they are organized the way a buyer wants them.
The after-tax answer
What the client keeps against what they need to fund the life after. The personal balance sheet, the retirement model, and the business valuation in one place.
Under your firm's name
Your logo on the workspace, the reports, and every client email. Nine report types, exportable. A portfolio view across every owner client in the book.
A new client to a graded, valued workspace in one working session.
- 1
Connect the client's QuickBooks
The three-statement engine builds the financial picture. No re-keying.
- 2
Answer what the books cannot
Customers, contracts, people, the owner's role. You answer what you know; the owner answers the rest from a short list.
- 3
Hand over the read
Valuation, diligence grade, deal terms per finding, and the after-tax answer, under your brand. In a deal, the offer check sits beside it.
- 4
Keep it current
A quarterly check refreshes the number and the grade. Every owner client in the book is one screen, with what moved.
Advisory revenue on top of compliance work, from data you already have.
A valuation engagement, an exit readiness review, or a quarterly owner briefing is the highest-margin work in a client accounting practice and the hardest to start cold. It starts itself the day a client calls with an offer, and it keeps going for every owner client who will eventually sell. The platform costs $399 a month billed yearly, plus $149 per client you pay for. Clients who pay for themselves cost you nothing.
Questions CPA firms ask.
- Is the valuation a certified appraisal?
- No. It is a three-method valuation with every input visible, built to show what a buyer would pay and why. For a certified appraisal, your client still engages an appraiser, and arrives with the records already gathered.
- How does this fit with the client's banker or broker?
- It runs before and alongside them. The banker gets a client whose findings are already graded and half fixed, and whose first-round package is ready. Exit OSx also runs under a banker's own brand, so the whole deal team can work in one workspace.
- Who owns the client's data?
- The client. You have access through the engagement, with an audit trail of what you changed. If a client leaves your firm, their workspace goes with them.
- Can my staff work in it?
- Yes. Staff users are free. You pay per client company, not per seat.
- What does the client see?
- Your firm. Your logo on the workspace, reports, and emails. Exit OSx is not mentioned unless you choose to mention it.
The next client call about an offer is coming. Have the answer ready.
Your branded workspace is live the day you sign up.
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