Purpose-Built Platform for M&A Firms

Who It's For

• Investment Banks & Sell-Side Advisors — Refer owners for preparation, sponsor Pro access, or deploy white-label FastTrak across your pipeline.
• PE Firms & Corporate Development — FastTrak License. Sourcing-grade intelligence across your prospect universe.
• Exit Planners & Franchise Networks — Custom network deals. Corporate-funded or per-office structures.
• Aggregators & Marketplaces — Distribution partnerships. Co-branded deployment with pay-per-qualified-lead economics.

See It in Action

Explore the experiences your firm and your clients get across the platform. No sign-up required.

White-Labeled Owner Experience

The white-labeled diagnostic your owners complete. See the intake experience you can deploy under your firm's brand.

Explore the owner experience

Enterprise Dashboard

Your command center. Score and sort your entire pipeline by readiness, surface deal-ready businesses, and track every prospect.

Explore the dashboard

ExitClarity Pro

The full prep platform you sponsor for active-engagement clients. Walk through the experience that gets owners deal-ready.

Discuss a Partnership

Let’s discuss referrals, sponsored Pro access, and white-label FastTrak to find the right fit for your firm.

Ways to Partner

We help owners prepare their business and materials. Your firm leads the sale process, buyer outreach, and negotiations.

Referral Partnerships

Refer owners who aren't ready to sell. Through ExitClarity Pro + Managed, we help them prepare while your firm stays connected. Referred owners receive preferred pricing and are reintroduced to your firm first when they're ready.

Sponsored Pro Access

Fund an owner’s Pro workspace to help organize financials, diligence materials, and initial buyer-document drafts.

White-Label FastTrak

Offer a branded readiness assessment across your pipeline to help owners understand their readiness, estimated valuation, and preparation priorities.

Your Relationship. Our Preparation.

Through a formal referral partnership, your firm can send owners to ExitClarity for preparation without losing touch with the opportunity. We work with them to address readiness gaps, organize financials, and prepare for market—then reconnect them with your firm first when they're ready.

Owners retain the freedom to choose their representation. Reintroductions and progress updates require the owner's permission; mandates are not guaranteed.

Discuss a Referral Partnership

• Preferred Client Pricing: Your referred owners receive special partner rates on ExitClarity Pro and ExitClarity Pro + Managed.
• A Defined Referral Relationship: Referred owners remain associated with your firm, with opportunities to stay informed about preparation progress with the owner's permission.
• Mutually Agreed Commercial Terms: Partnership terms, including applicable referral compensation, are established through a separate written agreement.

Frequently Asked Questions

What does ExitClarity do for M&A firms?

ExitClarity helps owners prepare before a sale process begins. Firms can refer owners for preparation support, sponsor Pro access, or use white-label FastTrak to qualify their pipeline. We help owners prepare their business and materials; your firm leads the sale process, buyer outreach, and negotiations.

How do firms typically deploy it?

Firms can work with us through referral partnerships, sponsored Pro access, or white-label FastTrak. A referral partnership does not require a FastTrak license. We’ll discuss your firm’s needs and agree on the appropriate arrangement before getting started.

Can we refer owners without licensing FastTrak?

Yes. Formal referral partnerships are separate from FastTrak licensing and sponsored Pro access. We agree the relationship and applicable commercial terms in a separate written agreement before you begin referring owners.

What happens when a referred owner is ready?

Through a formal referral partnership, referred owners remain associated with your firm. With the owner's permission, we keep your team connected during preparation and give your firm the first opportunity to reconnect when the owner is ready. Owners retain the freedom to choose their representation; a mandate is not guaranteed. The selected bank or broker leads the sale process, buyer outreach, and negotiations.

Do referred owners receive preferred pricing?

Yes. Owners referred through a formal partnership receive preferred partner pricing on ExitClarity Pro and ExitClarity Pro + Managed. The applicable pricing is defined in the partnership arrangement.

How are referral partnership terms agreed?

Partnership terms, including applicable referral compensation, are established through a separate written agreement. We discuss your firm's needs and agree the arrangement before getting started. Owners remain free to choose their representation, and mandates are not guaranteed.

Can ExitClarity introduce prepared owners to our firm?

Yes. Separately, we can introduce prepared owners where there’s a fit, with their authorization and under an agreed referral arrangement. Introductions and mandates aren’t guaranteed.

Can we sponsor Pro access for our clients?

Yes. Firms can sponsor ExitClarity Pro access for active-engagement clients. Your client gets the full prep platform, and you get a client who shows up to the process organized, documented, and realistic about valuation.

What do owners actually receive from FastTrak?

A free dashboard and PDF report with a readiness score, estimated valuation range, key risk factors, and a GO / FIX / WAIT recommendation. It's built on 30+ years of M&A experience and gives you and the owner a common starting point for the engagement conversation. Pro is optional.

How do we get started?

Schedule a partnership discussion below. We’ll discuss your deal flow and explore referrals, sponsored Pro access, or white-label FastTrak, then agree on the arrangement that fits your firm.