Exit OSx
Pricing

Published prices.
No quote call.

The same buyer's diligence, three-method valuation, and deal terms per finding, whether you own the business or advise the owners. Most of this market makes you book a call to learn the price. Here it is.

Owner

You own the company.

See a value range and the two findings a buyer would push on first, free. Then 14 days opens the full diligence: every check graded, every finding priced, and a verdict. In a deal right now? Go monthly, run it from offer to close, then stop.

$199/mo

Billed annually at $2,388. Save $600 a year.

  • One workspace for your business
  • Valuation, diligence register, deal terms, offer check, document room, and reports
  • Cancel anytime; access runs to the end of what you paid for
Get your first look →
Your brand, your clients
Advisor

You advise the owners.

Run the buyer's diligence on every client under your own brand: your branded site, your logo, and one portfolio view across every engagement.

$399/mo, billed yearly

Or $499/mo month to month. Includes your own branded site, branding, and first client, then $149/mo per additional client, billed monthly.

  • White-labeled workspace and reports
  • Portfolio view of every client's readiness and valuation
  • Act on their behalf, with a full audit trail
  • No annual commitment, no enterprise contract
Create your advisor account →

Not sure which? If the business is yours, you're an Owner. If you serve business-owner clients and want it under your brand, you're an Advisor.

The same engine, either way.

Everything below is in the Owner workspace and in every client site an Advisor manages.

Three-method valuation blend

EBITDA multiple, DCF, and public-company comps, weighted in a blend you can adjust. No black box.

The buyer's diligence, graded

More than 150 checks graded the way a buyer grades them, with answers backed only by the owner's word discounted until the record is in. Each finding mapped to the term a buyer would reach for.

Three buyer lenses and an action plan

Strategic, private equity, and search fund, each graded separately. Then the fixes, sequenced by what each is worth, how long it takes, and what it costs.

Evidence library and QuickBooks sync

Build the data room as you go. Live financials, per-row tracking, an advisor-grade audit trail.

Personal financial statement and retirement modeling

See whether the after-tax proceeds actually fund the life after. State-by-state cap gains, withdrawal tax, the works.

Offer check and deal-structure modeling

Enter a real offer and see headline to wire: debt, fees, tax, escrow, earnout, note. Model the structure before the call, then share a branded summary with a CPA, banker, or partner.

For advisors

Built for advisors with business-owner clients.

Exit OSx was built to run inside live sell-side engagements, and it grades a business the way a buyer's team grades it. The methodology is the same for every firm; the brand on it is yours. Your clients experience your practice, not ours.

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.

Create your advisor account →

Common questions

How do I choose between Owner and Advisor?
If you run a single business and want to get it buyer-ready, choose Owner. If you serve business-owner clients and want to deliver the platform under your own brand and manage them all in one place, choose Advisor.
How does Advisor pricing work?
$399/mo billed yearly ($4,788 a year), or $499/mo month to month, for your white-labeled account, which covers your own branded site, branding, the client-management dashboard, and your first client. Each additional client you pay for is $149/mo. Your staff are free, and clients who pay for themselves cost you nothing.
Is there a free version?
No, but you see your buyer-readiness scorecard and a value range before you pay anything. Then a 14-day free trial opens the full analysis: the three-method valuation, your after-tax proceeds, net-worth and retirement fit, and the value-creation playbook. A card is required and nothing is charged for 14 days. If you don't start a trial within 30 days of signing up, we delete the account. You can cancel anytime; your access runs to the end of the period you paid for.
Can I export my data?
Yes. Under Account, Data export downloads a zip of all your facts, snapshots, evidence files, and the most recent PDF report. No lock-in.
I am in a deal right now. Which plan?
Monthly. Run the offer check, the diligence, and the request list from offer to close, then cancel. Access runs to the end of the month you paid for. The yearly plan is for owners who are 6 to 18 months out and want the number and the grade kept current.
Is my data confidential?
Your workspace is private to you and anyone you invite. Exit OSx does not share owner data with buyers, does not sell exit intent to anyone, does not train models on your data, and takes no commission on any sale. Privacy and Terms are in the footer.

Which one are you?

Start as an Owner →Create an Advisor account →