The same buyer-grade diagnostic, three-method valuation, and value-creation playbook, whether you run the business or advise the owners. Pick the one that's you.
Start free: see your buyer scorecard and a value range. Upgrade to value the business in full, see what a buyer would discount, and close the gap before you ever sit across from one.
Billed annually at $2,388. Save $600 a year.
Deliver the entire platform to your clients under your own brand: your domain, your logo, and one dashboard across every engagement.
Includes your custom domain, branding, and first client, then $149/mo per additional client. Billed monthly.
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.
30-day money-back guarantee
On both plans. Cancel within 30 days for any reason and every subscription fee you've paid is refunded, no questions asked.
Everything below is in the Owner workspace and in every client site an Advisor manages.
EBITDA multiple, DCF, and public-company comps, weighted in a blend you can adjust. No black box.
How Strategic, PE, and Search Fund buyers each see the business, with the dollar discount each would apply.
Every action tied to a real readiness signal. Sequenced by buyer impact, time, and cost.
Build the data room as you go. Live financials, per-row tracking, an advisor-grade audit trail.
See whether the after-tax proceeds actually fund the life after. State-by-state cap gains, withdrawal tax, the works.
Model the offer before the call, then share a clean summary with a CPA, banker, or buyer when it gets real.
Exit OSx was built from the advisor's side of the desk, by an investment banker and exit planner, to run his own engagements. The methodology is the same one he uses; the brand on it is yours. Your clients experience your practice, not ours.
Run the readiness methodology you already teach, without building the software to deliver it.
Get sell-side clients buyer-ready before the mandate, and defend the number with three triangulated methods.
Turn the financials you already own into a valuation and an improvement roadmap your clients can act on.
Add advisory revenue on top of compliance work, using the QuickBooks data already flowing through your practice.
Connect the business sale to the financial plan. Model after-tax proceeds and whether they fund the life after.
