One workspace. Real methodology.

The same diagnostic, valuation, and playbook I use with my own clients. 14-day free trial. No credit card to start.

Save $600/yr

Owner · Annual

$199/mo

Billed annually at $2,388. Save $600/yr vs. monthly.

Owner · Monthly

$249/mo

Billed monthly. Same features. Cancel any time.

Start 14-day free trial →

Pick your billing cycle when you start the trial. Cancel any time during the 14 days. No charge.

Everything is in every plan.

The difference between annual and monthly is the billing cycle.

Three-method valuation blend

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

Buyer-type readiness diagnostic

How Strategic, PE, and Search Fund buyers each see your business — with the dollar discount each would apply.

Action playbook

Every action tied to a real readiness signal. Sequenced by buyer impact, time, and cost.

Evidence library + QuickBooks sync

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

Personal financial statement + retirement modeling

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

Deal-structure modeling

Cap table, buyer-type scenarios, entity-tax treatment — model the offer before the call.

PDF report

Branded summary you can share with a CPA, banker, or buyer when the conversation gets real.

Trajectory tracking

Watch valuation lift over time as you close gaps. Quarterly re-assessment built in.

For advisors

White-label Exit OSx for your practice.

Per-seat pricing, your brand on every client touchpoint. Built for exit planners, investment bankers, fractional CFOs, CAAS-model CPA firms, and wealth managers with business-owner clients.

See the advisor program →

Common questions

What happens after the 14-day trial?: You'll be asked for a payment method to continue. If you don't add one, the workspace stays accessible in a read-only state — your data isn't deleted, you just can't make new changes until you subscribe.
Can I export my data?: Yes. Account → Data export downloads a zip of all your facts, snapshots, evidence files, and the most recent PDF report. No lock-in.
Do I need to connect QuickBooks?: No. You can enter financials manually. QuickBooks sync is an option that saves time on quarterly re-assessments.
Who built this?: Brad Feldman — exit planner, investment banker, and author of Capture. I built it to use with my own clients.
Is my data confidential?: Your workspace is private to you (and any advisor you explicitly invite). We don't train models on your data and don't sell it. Privacy + Terms in the footer.