For owners thinking about what's next

Will I be ok?

We help small business owners become financially ready to exit.
  • 01Improve cash flow & increase business value before you sell
  • 02Prepare for an exit — lessen the tax burden from the sale
  • 03Optimize your sale price during the transaction
  • 04Transition into post-sale financial freedom and design the lifestyle you deserve
With the right preparation, you'll be confident and in control of your future.
FINANCIAL READINESS SCORE
Where you stand today
GETTING READY
0 / 100 ready
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Est. business value
$0
Est. after-tax proceeds
$0
Estimate only, on default 3.2× SDE multiple — not financial or tax advice. Real figures draw from DealLedger comps.
The Signal Engine

Your exit rarely announces itself. The signals do.

Instead of an annual check-in, ExitsIQ continuously watches for the moments that change what your business is worth — and surfaces the opportunity before you'd think to ask.

Revenue shifts

Declines or acceleration that move your multiple

Customer concentration

Buyer risk rising or easing

Expiring leases

Timing pressure on a sale window

Aging equipment

Capex that reshapes valuation

Insurance renewals

Coverage gaps buyers will flag

Debt maturities

Refinance vs. sell decisions

Retirement timeline

Owner age & stated plans shift

Industry M&A activity

Strategic buyers entering your space

Interest rate moves

Financing that makes or breaks deals

Valuation drift

Comps moving under your feet

PROACTIVE The system brings opportunities to you — it doesn't wait for owners to go looking.
AI Chief Exit Officer

An exit advisor in your corner, on call around the clock.

Not static reports you skim once. Ask real questions and get answers grounded in your numbers, your industry, and your goals.

  • Exit planning
  • Business valuation
  • Tax-aware prep
  • Buyer expectations
  • Industry benchmarks
  • HUG wellness principles
iQ
Chief Exit Officer
TRAINED ON YOUR BUSINESS
If I raise prices 5%, what happens to valuation?
At your current multiple, a 5% price lift that holds margin adds roughly $180K to enterprise value. I'd model churn risk first — want me to run it?
Should I hire a manager before selling?
Yes. Owner-dependent operations are your biggest valuation drag right now. A capable manager typically moves buyers from a 3.2× to a 3.8× multiple.
What should I accomplish in the next 12 months?
Three things: cut customer concentration, document your SOPs, and complete tax planning. That path takes readiness from 58% to 74%.
The Exit Timeline

Not a single score. A roadmap that grows your number.

Exit planning isn't a report — it's a journey. See where you are today, what the next year unlocks, and the target you're building toward.

Today

Where you are

BUSINESS VALUE
$1.8M
AFTER-TAX PROCEEDS
$1.35M
RETIREMENT READINESS
58%
12-month plan

The work

  • Reduce customer concentration
  • Implement documented SOPs
  • Improve management delegation
  • Complete tax planning
  • Lift retirement readiness to 74%
36-month target

Where you're headed

ESTIMATED VALUE
$2.4M
AFTER-TAX PROCEEDS
$1.9M
RETIREMENT READINESS
91%
The ExitsIQ Graph

Everyone who touches your exit, connected as one network.

Owners, buyers, CPAs, attorneys, lenders, wealth advisors, insurers, fractional CFOs, coaches, and associations — each interaction sharpens the next recommendation and match.

Exits IQ CPA Owner Attorney Lender Buyer Wealth advisor Fractional CFO Insurance
Signal detected
Routed to
High tax exposure
CPA
No succession plan
Business attorney
Owner-dependent operations
Business coach
High debt load
HUG Your Money
Weak financial reporting
CPA / fractional CFO
Insurance gaps
Insurance advisor
Retirement shortfall
Wealth advisor
SBA financing opportunity
Lender
Business valuation needed
ExitsIQ broker

The broker is only notified when a business reaches high readiness. After the sale, the owner moves into HUG Your Money for personal planning — while the buyer begins growing the business with OwnerOS. Every participant adds value to the network.

Start with one honest question

Will I be ok?

Find out where you stand today, and get the roadmap that gets you confident and in control — years before you ever sign.