Better Exits Start Before You Sell.
Understand your potential valuation, see what buyers would flag, and discover what you can do to improve your position—whether you're planning to sell soon or years from now.
Understand Your Value. Choose How You Prepare.
Start with a free diagnostic, then choose self-guided preparation with ExitClarity Pro or expert-guided support through ExitClarity Pro + Managed.
FastTrak: See Where You Stand
Get a personalized valuation range, exit readiness assessment, and recommended next steps in less than five minutes.
Free · Self-guided
- Under-5-minute intake about your business
- GO / FIX / WAIT recommendation
- Valuation range from Adjusted EBITDA + comps
- Risk surface across 11 deal-critical categories
- Free FastTrak dashboard and PDF report
ExitClarity Pro: Prepare With Our Platform
Work through improvements, track your valuation, organize documentation, and prepare for a sale using ExitClarity's full platform.
Ongoing · You lead the work
- Personalized Exit Intelligence Profile in your first session
- Business Preparation: financial scenarios, Action Plan, Working Docs, Notes and Progress Tracking
- Sale Preparation: Teaser/CIM drafts, advisor selection, Deal Simulator and Evaluate Offers
- Data Room: Documents, Buyer Q&A and Financial Diligence preparation
- Clarity Agent: business-specific AI assistance with questions and drafts
- Inbox, My Team and permission-based collaboration with people you authorize
Most Business Owners Aren't Nearly as Ready as They Think
Readiness has two halves: your business and you. Most owners underestimate both, and the gap costs millions every year.
- 80% of owners have no exit readiness plan
- $1-5M+ in lost value due to preventable risks
- 18–24 months needed to fix issues that buyers penalize most
Built by an Owner Who Learned the Hard Way
Ross failed to sell his lower middle market company four times before finally getting it right on the fifth. After selling to private equity in 2020, he grew the business 10X post-sale.
We built ExitClarity to be the tool he wishes he had back then—an unbiased, owner-first readiness platform grounded in real scars, not theory.
I wish I had known then what I know now. ExitClarity ensures no business owner has to learn these lessons the hard way.
Start with FastTrak
What FastTrak Produces
Get your free FastTrak dashboard and PDF report. See where you stand and what to do next, with no obligation to upgrade to Pro.
- GO / FIX / WAIT Recommendation across 11 deal-critical factors
- Personalized valuation range with EBITDA scenario modeling
- Buyer-flagged risks and how to fix them before going to market
- 30-day action plan ranked by impact and ROI
- Strategic buyer landscape and positioning summary
Two Ways to Build a Buyer-Ready Business
FastTrak shows you where you stand. From there, choose how you want to prepare: work independently with ExitClarity Pro, or work directly with our team through ExitClarity Pro + Managed.
Not sure where to start? Book a free 15-minute conversation.
- 120-variable deep onboarding — 5x more depth than FastTrak
- Valuation estimates, financial scenarios and a prioritized Action Plan
- Working Docs, Notes and Progress Tracking
- Teaser/CIM drafts, advisor selection, Deal Simulator and Evaluate Offers
- Data Room organization: Documents, Buyer Q&A and Financial Diligence
- Clarity Agent AI assistance, Inbox and permission-based team collaboration
Unbiased Advice You Can Trust
Built by business owners, for business owners. Get the insights you need without hidden agendas.
- Owner-First, No Agenda — We're not a broker, banker, or buyer. No hidden fees or pitches.
- 30+ Years of Experience — Forged through failed exits, successful sales, and decades of buy- and sell-side M&A lessons.
- Private & Secure — Your data, advice, and reports are completely confidential — and never shared without permission.
ExitClarity Pro + Managed: Prepare With Our Team
Work directly with experienced operators and advisors to address weaknesses, strengthen your financial position, and prepare for market.
Ongoing · Hands-on support
Your team performs the underlying work. Ross and Morgan guide and review financials, EBITDA normalization, documentation, and prioritized preparation, with advisory support defined in your engagement.
Start With Clarity. Prepare Your Way.
Get your free valuation and readiness assessment, then decide whether to prepare independently or with expert support.
Frequently Asked Questions
How does ExitClarity work?
FastTrak gives you a free dashboard and PDF report with your readiness score, valuation range, buyer analysis, and 30-day action plan. From there, prepare independently with ExitClarity Pro or work directly with Ross and Morgan through ExitClarity Pro + Managed. Your selected investment bank or broker runs the sale process when you're ready.
How much does it cost?
Your FastTrak dashboard and PDF report are both free. Pro is optional. For self-directed owners, ExitClarity Pro starts with a 7-day free trial. Try Pro free for 7 days. Card required. $0 today. Then $850/month, month-to-month, unless you cancel. ExitClarity Pro + Managed is a separately scoped custom engagement with Pro access included. If your advisor or M&A firm has offered to sponsor your Pro access, they'll send you a signup link and your access is covered.
What's the difference between Pro and Pro Managed?
ExitClarity Pro is the self-guided platform: you lead the preparation, track improvements, and organize your documentation. ExitClarity Pro + Managed includes Pro plus direct guidance from Ross and Morgan, including financial review, EBITDA normalization guidance, documentation review, prioritized preparation, and ongoing advisory support within the agreed engagement. Your team performs the underlying work; we guide and review it.
Can ExitClarity help prepare my business for a sale?
Yes. Work independently using ExitClarity Pro or choose ExitClarity Pro + Managed to work alongside our team. We help you assess readiness gaps, review financials and documentation, prioritize preparation, and select an investment bank or broker when appropriate. Your selected bank or broker leads the formal sale process, buyer outreach, and negotiations.
Will you share my information?
Your detailed assessment responses are confidential. We never share them and we don't sell data. We're not brokers. If you opt in during FastTrak, we may share your readiness score and general business profile with qualified buyers in our network — PE firms, strategic acquirers, and operators actively looking for businesses like yours. That's your choice, not the default. Anything inside Pro stays private to you and anyone you've explicitly invited.
How accurate is the valuation?
The valuation range is grounded in real deal data and calibrated to your industry, size, and financials. It's not a formal appraisal — it's a realistic picture of what buyers would actually pay, so you can avoid the 1.5x to 2x overestimation most owners make going into a sale. Pro goes deeper — EBITDA normalization, scenario modeling, and ongoing valuation tracking as you close readiness gaps.
What if I'm not ready to sell?
That's exactly who Pro is built for. Owners who aren't selling next quarter — they're preparing. FastTrak shows you where you stand right now. Pro is the platform you use to close the gaps over the months or years before you go to market. The earlier you start, the more you'll get for the business when you do sell. The owners who exit on their terms are the ones who started preparing while they still had time.
Do I still need a banker or broker?
Yes, when you're ready to go to market. ExitClarity doesn't replace your banker or broker — it prepares you for them. With Pro, you'll show up with a documented business, normalized financials, a buyer narrative, a CIM section already drafted, and a clear understanding of your readiness gaps. That changes the conversation with any advisor you hire, and it changes the deal you get from buyers.
Who's behind ExitClarity?
ExitClarity was co-founded by Ross and Morgan Joel. Ross brings 30 years of lower-middle-market ownership experience, including four failed sale attempts before a successful PE exit — and then years as a PE-backed CEO on the buy side. Morgan was a product and marketing leader at Intuit (TurboTax Live and QuickBooks Live) before building the ExitClarity platform and scoring engine that translates Ross's experience into a structured, repeatable system.
What size business is this for?
ExitClarity works best for owner-operated businesses doing $3M to $50M in revenue, with the sweet spot around $5M to $25M. The platform works for any size, but our valuation ranges, buyer analysis, and personalized insights are most accurate in this range. Owners outside this range still get value — just know that the numbers and matching are most precise inside it.
What if I've already talked to an advisor?
That's fine. ExitClarity can help you pressure-test what they've told you, evaluate their valuation against real market data, or prepare you for a second opinion. Many owners come to us after a conversation that didn't feel right, or one that felt too good to be true. Pro gives you an independent view of your readiness before you commit to any advisor's process.