How Exit Advantage Works
A repeatable system to assess, benchmark, and grow client enterprise value.
Phase 1: Assess
8-pillar standardized assessment
Client answers questions by pillar
Supporting documents uploaded per section
Team members assigned to relevant pillars
Phase 2: Score & Benchmark
Automated scoring on completion
Gap analysis across all 8 pillars
Business valuation estimate
Benchmark vs industry comparables
Phase 3: Execute
Value acceleration strategy playbook
Sprint-based task assignments
Advisor monitors progress via dashboard
Repeat each engagement cycle
Simple, Transparent Pricing
Built for exit advisors, fractions C-Suite, and business brokers.
Starter
$199/mo
Solo advisor getting started
Advisor Seats
1
Completed Assessment Fee (per client)
$1500
AI Scoring
√
Strategy Playbook
EA-Branded
Advisor Seats
-
Most Popular
Team
$399/mo
Growing advisory practice
Advisor Seats
5
Completed Assessment Fee (per client)
$1500
AI Scoring
√
Strategy Playbook
EA-Branded
Advisor Seats
√
Pro
$799/mo
Exit advisors, fractional COOs, M&A advisors
Advisor Seats
10
Completed Assessment Fee (per client)
$1500
AI Scoring
√
Strategy Playbook
Advisor-Branded
Advisor Seats
√
Enterprise
Call for Pricing
Large firms & custom deployments
Advisor Seats
Unlimited
Completed Assessment Fee (per client)
$1500
AI Scoring
√
Strategy Playbook
Advisor-Branded
Advisor Seats
√
Simple, Transparent Pricing
Built for exit advisors, fractions C-Suite, and business brokers.
Starter
$199/mo
Solo advisor getting started
Advisor Seats
1
Completed Assessment Fee (per client)
$1500
AI Scoring
√
Strategy Playbook
EA-Branded
Advisor Seats
-
See Plan Features
Included in this plan
Exit Readiness Engine
8-Pillar Framework
SDE-Based Valuation
AI-Powered Scoring
Strategy Playbook (PDF)
Not included in this plan
Advisor Branding
Custom Integrations
Advisor Dashboard
90-Day Sprint Planning
Quarterly Reassessment
Multi-Advisor Accounts
Priority AI Processing
Dedicated Account Support
Most Popular
Team
$399/mo
Growing advisory practice
Advisor Seats
5
Completed Assessment Fee (per client)
$1500
AI Scoring
√
Strategy Playbook
EA-Branded
Advisor Seats
√
See Plan Features
Included in this plan
Exit Readiness Engine
8-Pillar Framework
SDE-Based Valuation
AI-Powered Scoring
Strategy Playbook (PDF)
Advisor Dashboard
90-Day Sprint Planning
Quarterly Reassessment
Multi-Advisor Accounts
Not included in this plan
Advisor Branding
Custom Integrations
Priority AI Processing
Dedicated Account Support
Pro
$799/mo
Exit advisors, fractional COOs, M&A advisors
Advisor Seats
10
Completed Assessment Fee (per client)
$1500
AI Scoring
√
Strategy Playbook
Advisor-Branded
Advisor Seats
√
See Plan Features
Included in this plan
Exit Readiness Engine
8-Pillar Framework
SDE-Based Valuation
AI-Powered Scoring
Strategy Playbook (PDF)
Advisor Branding
Advisor Dashboard
90-Day Sprint Planning
Quarterly Reassessment
Multi-Advisor Accounts
Priority AI Processing
Not included in this plan
Custom Integrations
Dedicated Account Support
Enterprise
Call for Pricing
Large firms & custom deployments
Advisor Seats
Unlimited
Completed Assessment Fee (per client)
$1500
AI Scoring
√
Strategy Playbook
Advisor-Branded
Advisor Seats
√
See Plan Features
Included in this plan
Exit Readiness Engine
8-Pillar Framework
SDE-Based Valuation
AI-Powered Scoring
Strategy Playbook (PDF)
Advisor Branding
Custom Integrations
Advisor Dashboard
90-Day Sprint Planning
Quarterly Reassessment
Multi-Advisor Accounts
Priority AI Processing
Dedicated Account Support
Plan Features
Feature
Starter
Team
Pro
Enterprise
Assessments & Scoring
Exit Readiness Engine
8-Pillar Framework
SDE-Based Valuation
AI-Powered Scoring
Playbooks & Reporting
Exit Readiness Engine
Advisor Branding
Custom Integrations
Client Management
Exit Readiness Engine
90-Day Sprint Planning
Quareterly Reassessment
Team & Support
Multi-Advisor Accounts
Priority AI Processing
Dedicated Account Support
Simple Two-Call Onboarding
Every move and moment matters. Get started today.
Call 1
Interest & Demo
15–30 min call to walk through the platform and discuss fit for your practice
Call 2
Setup & Training
Setup your advisor account, certify on the methodology, add your first client