Featured in La Presse and Les Affaires

Prepare your Exit
Sell when you are ready.

Optionality combines AI-powered insights with experienced exit coaches to help entrepreneurs maximize business value and prepare for a successful sale or transfer when they're ready.

Answer 10 questions (free, 5 minutes) to get your score across 9 dimensions, the first step toward your exit plan (also free).

Backed by leading investors and partners

  • Exit Planning Institute (EPI)
  • EntreChefs PME
  • La Caisse
  • Certified Exit Planning Advisor (CEPA)
  • Google for Startups
  • FTQ
  • Cohere
  • iNovia Capital
  • Luge Capital
  • EY
  • BMO
The Optionality Journey

4 Steps: from Clarity to Legacy

Your AI-powered platform to plan your exit and be ready to sell on your own terms.

Discover how much your business is worth

With a valuation based on real market data and private transactions from companies like yours.

  • Based on 150,000+ real transactions
  • Professional-grade valuation
  • Unlimited updates
Discover how much your business is worthMake it more valuablePrepare your exitExit on your own terms
How it works

DATA + AI + HUMAN

Powered by 150,000+ real transactions, our valuations deliver a level of accuracy that standard AI chatbots can’t match.

Calculate your readiness score
The Most Reliable Data

Developed with Chartered Business Valuators (CBVs), our valuation models ensure your results meet the highest industry standards.

Calculate your readiness score
The Most Dependable Models

Our AI delivers your valuation in minutes rather than days, eliminating the burden of manual data entry.

Calculate your readiness score
The Most Seamless Experience
The Optionality report

You don't need another valuation report

With Optionality, you get unlimited real-time valuations based on 150K+ real transactions. But that's not it, you also unlock strategic insights to grow your value and a custom roadmap for your exit.

01

Full Valuation Report

Your company current value, based on comparable transactions and models developed by Chartered Business Valuators

02

Companies similar to yours that sold

A database of more than 150,000 companies, who acquired them, for how much and why.

03

Thorough Benchmark Analysis

17 metrics to understand how you compare to your industry and where you can improve.

04

Acquirers & Acquisition targets

Access our full company and Private Equity database to map and reach out to businesses of interest.

05

Bankability

Measure your true borrowing power and the maximum financing amount you could secure for your projects.

06

Exit readiness & Exit planning

Assess your readiness with a comprehensive diagnostic and get a personalized game plan for your transfer.

You don't need another valuation report
Pricing

Plans

Free

$0

Preliminary valuation of your business

  • Industry-based valuation multiples
  • Market trends

Transfer readiness audit

  • Based on the CEPA methodology
  • Owner readiness
  • Business readiness and attractiveness
  • Overall score out of 100 across 9 dimensions

Personalized transfer plan

  • Step-by-step action plan
  • Month-by-month priorities

Exit Academy

  • Access to expert content and resources

Exit Coach

  • 30-minute complimentary call with an Exit Coach
Start for free
Most popular

Optionality

$299/mo

Everything in Free, plus:

Valuation Report

  • Detailed business valuation
  • Financial statement normalization and adjustments
  • Access to comparable past transactions
  • Valuation benchmarks and insights

Strategic Options

  • Industry benchmarking
  • Financing and bankability analysis
  • Potential acquisitions

Exit Plan

  • Detailed exit and transfer roadmap
  • Buyer mapping and potential acquirers
  • Value creation priorities
  • Exit scenarios and timing

Setup & Support

  • Initial platform setup and configuration
  • Presentation of your reports and exit plan
  • Ongoing platform support

Exit Academy

  • Access to expert content and resources
Subscribe

Optionality + Coaching

Starting at

$499/month

Everything in Optionality, plus:

Expert coaching

  • Quarterly coaching with an Exit Planning expert
  • Option to be coached by top CEOs with previous exit experience
  • Progress and priority reviews
  • Ongoing guidance on your exit plan

Buyer Introductions

  • Introductions to potential acquirers when appropriate

Exit Academy

  • Access to expert content and resources
Contact us
Get started

Understand your value. Build your options. Plan your exit

Your confidential Optionality report reveals what drives your valuation and how to position for your best exit.

Get my value report