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.
Grow with Your Clients
Your first client company is included. Each additional client company you pay for is $149/mo. Your staff are free.
Pricing
Advisor Base$4,788 for the year, or $499/mo month to month. 14 days free.
Each additional client company you pay for is $149/mo. Clients who pay for themselves cost you nothing. Staff are free. Extra client companies are billed monthly, on a separate bill if you pay yearly. Prices before sales tax.