Expert Guidance From Preparation Through Closing.

The Platform Gives You the Tools. We Help You Put Them to Work.

Preparing a business for sale involves more than collecting documents or generating a valuation. You need to understand which issues matter, what buyers will question, and where to focus your time before entering a sale process.

ExitClarity Pro + Managed combines our full preparation platform with direct guidance from Ross and Morgan Joel.

Your team handles the day-to-day preparation work in Pro. We help establish priorities, review financials and supporting materials, identify gaps, and guide the important decisions along the way.

• Everything in ExitClarity Pro: Your valuation, readiness score, Action Plan, financial scenarios, document preparation tools, Data Room, and Clarity Agent in one workspace.
• Experienced Human Guidance: Work directly with Ross and Morgan to review progress, evaluate risks, and make informed preparation decisions.
• Support Beyond Preparation: When you're ready, we'll help you evaluate investment banks or brokers and remain an owner-side resource as your selected advisor leads the sale.

Prepare the Business Buyers Want to See.

• Understand and Strengthen Your Valuation: Go beyond an initial estimate. Review normalized earnings, potential EBITDA adjustments, valuation assumptions, and the financial factors that influence what buyers may pay.
• Address Issues Before Buyers Find Them: Identify and prioritize concerns involving owner dependence, customer concentration, financial quality, management depth, documentation, and business continuity.
• Get Your Financials and Documentation Ready: Work with your team to organize supporting financial schedules, prepare business documentation, develop preliminary sale materials, and build a diligence-ready Data Room.
• Find the Right Investment Bank or Broker: When the timing is right, we'll help identify suitable firms, make introductions, prepare for interviews, and evaluate proposed engagement terms so you can select representation that fits your business and goals.
• Navigate Important Decisions Through Closing: Once your bank or broker begins the sale process, we'll remain available within your engagement to help you understand offers, letters of intent, deal structures, diligence questions, and other important decisions.

A Structured Path From Preparation to Market.

The sequence and timing are tailored to your business. Not every owner needs the same preparation or follows the same timeline.

• Establish Your Starting Point: We begin with your business, goals, financial position, and timeline. Together, we'll establish a baseline valuation and readiness assessment, set up your Pro workspace, and agree on a prioritized preparation plan.
• Strengthen the Financial Picture: Your team assembles the financial information and supporting schedules. We review the work, challenge assumptions, help identify documentation gaps, and focus on building an earnings picture that can stand up to buyer scrutiny.
• Address Readiness Gaps: We work through the issues most likely to affect your valuation or create friction during a sale, helping you prioritize improvements and monitor progress as your business becomes more transferable and prepared.
• Prepare for Market and Select Representation: As the business approaches readiness, we'll help organize preliminary materials and diligence documentation, identify suitable investment banks or brokers, and support your evaluation and selection process.
• Stay Informed Through Closing: Your selected bank or broker manages buyer outreach, negotiations, and the transaction process. We remain alongside you as an educational and preparation resource, helping you understand important questions and decisions as they arise.

Your Team Does the Work. We Help Guide the Decisions.

Your engagement defines working sessions, review scope, support availability, responsibilities, and fees before work begins.

• You and Your Team: Provide financial and operating information, gather documentation, prepare schedules, maintain the Pro workspace, and implement agreed business improvements.
• Ross and Morgan: Establish the preparation strategy, review materials and progress, challenge assumptions, help prioritize improvements, and guide key decisions throughout the engagement.
• Your Investment Bank or Broker: Once selected, leads the formal sale process, prepares final buyer-facing materials, manages buyer outreach, and handles transaction negotiations.

Experience From Both Sides of the Deal Table.

• Ross Joel, Co-Founder & Chief Growth Officer: Ross spent more than 30 years building and operating a business, experienced four unsuccessful attempts to sell it, and ultimately completed a private equity sale in 2020. He later led significant growth and participated in five acquisitions, gaining firsthand experience as both seller and buyer. Ross helps owners think through exit goals, valuation assumptions, preparation priorities, investment bank selection, and important decisions throughout the sale process.
• Morgan Joel, Co-Founder & CEO: Morgan spent a decade at Intuit helping develop products including TurboTax Live and QuickBooks Live, combining technology with human expertise. He built the ExitClarity platform and leads the preparation process, helping owners and their teams organize the work, review progress, identify gaps, and keep the engagement moving.

Your Preparation, Organized in One Workspace.

Every Pro + Managed engagement includes ExitClarity Pro.

Use the platform to maintain your valuation and readiness assessment, follow your Action Plan, organize financial information and documentation, prepare preliminary sale materials, and track progress over time.

Your Clarity Agent helps with day-to-day questions and drafting, while Ross and Morgan provide the separately agreed human guidance and review.

Explore the Pro Platform

Start With a Conversation About Your Business.

Pro + Managed is a custom engagement built around your business, goals, readiness, and anticipated timeline.

We'll discuss where you stand, what preparation may be needed, and whether working together makes sense. If there's a fit, we'll agree on the scope, fees, responsibilities, working sessions, and support arrangements before beginning.

Custom Engagement

No obligation to engage. Outside professional costs, including accounting, legal, and investment banking fees, are separate.

Discuss Pro + Managed

Prepare Earlier. Make Better Decisions. Enter the Sale Process Ready.

Work with experienced people who understand what buyers look for, what can derail a transaction, and why the preparation before a sale matters.

Start with a private conversation about your business and goals.

Discuss Pro + Managed

Frequently Asked Questions

What's the difference between ExitClarity Pro and ExitClarity Pro + Managed?

Pro is the self-directed platform for owners who want to manage preparation independently. Pro + Managed includes the platform plus direct guidance from Ross and Morgan to help prioritize, review, and manage preparation through the agreed engagement.

Will ExitClarity prepare all my financials and documents?

Your team generally handles document gathering, financial schedules, and day-to-day preparation in Pro. We provide direction, templates, review, and guidance. Additional hands-on execution can be scoped separately if available.

Do I need to be ready to sell?

No. Preparation often starts well before a sale. Pro + Managed is particularly relevant for owners considering a transaction in the next year or two, although the right timing depends on the business.

Can you help me find an investment bank?

Yes. When appropriate, we can help identify and evaluate suitable investment banks or brokers, make approved introductions, and help you understand the selection process.

Will ExitClarity sell my business?

No. ExitClarity provides preparation support and owner-side educational guidance, not transaction representation. Your selected investment bank or broker manages the formal sale process, buyer outreach, and negotiations.

How much does Pro + Managed cost?

Each engagement is scoped individually. We'll discuss the services, expected timeline, fees, and responsibilities before any agreement is signed. ExitClarity Pro access is included.

Are there additional costs?

Independent accounting reviews, legal services, investment banking fees, and other outside professional services are separate. We'll help you identify potential needs and understand their scope before you commit.

Does ExitClarity receive referral compensation?

ExitClarity may receive compensation from an investment bank it introduces if a transaction closes. Any applicable arrangement is disclosed before you select the bank. You're free to choose your own representation.