For exit advisors
Run readiness diagnostics for your client portfolio
Valuation, readiness scoring, and remediation action plans for every business owner you advise, accessed at yourfirm.exitosx.com, presented under your firm’s brand.
White-labeled portal
Your subdomain, your logo, your primary color. Clients see your firm, not ours.
Portfolio view
One screen across every client: status, readiness scores, next actions.
Acting as the client
Make edits on behalf of clients with a full audit trail and per-edit revert.
Invite seats as you grow
One seat included. Add advisors at $99/mo each, billed only as you activate them.
Pricing
Advisor Base$299/mo annual · 1 included seat
Additional seats $99/mo each, billed only when you invite them. Monthly billing also available at a 25% premium.