Featured in La Presse and Les Affaires

Optionality

Plan your exit.
Sell for more.

In a few minutes, you'll get:

  • Your business's current value
  • Whether it's ready to sell
  • A personalized action plan
Unlock your free accountTalk to an expert

Business Valuation · Readiness Score · Custom Exit Plan

Two co-owners of a small Canadian manufacturing business in their workshop
We already support 1,000+ entrepreneurs.

Here are the questions they most often have:

Most business owners go through one transaction in their entire life. Buyers do this full time.

Our coaches have already done it multiple times

  • Simon Leroux

    Simon Leroux

    Serial entrepreneur & Founder of Optionality

    Four-time founder with three exits, including a sale to KKR. Built Optionality after going through the exit process firsthand and seeing how early planning and better data change outcomes.

  • Dominic Gagnon

    Dominic Gagnon

    Serial entrepreneur & Business Coach

    Serial entrepreneur, investor, author, and speaker. Dominic started his first company at 14 with a simple conviction: if you want to predict the future, you have to build it. But building the future is never a straight line, that's why he joined Optionality.

  • Renee Russo

    Renee Russo

    Exit Planner of the Year

    A CEPA-certified advisor, EOS implementation expert, executive coach, and bestselling author, Renee trains the next generation of advisors in addition to having guided hundreds of entrepreneurs.

  • Eric Cardinal

    Eric Cardinal

    Expert M&A & Business Coach

    With 25+ years of M&A experience in Canada and internationally, Eric has guided hundreds of entrepreneurs through the transfer of their businesses.

  • Valery Giasson

    Valery Giasson

    Customer Success & CEPA Certified

    One of the first CEPA-certified professionals in Canada, Valery has been managing and advising businesses for over 15 years.

Book your first free session
The journey

How it works

  1. 01

    Define your goal

    Clarify what you really want: sell, grow, transfer to your children or your team.

  2. 02

    Get a valuation

    Get a valuation of your business based on 150,000+ real transactions in your sector.

  3. 03

    Assess your readiness level

    Discover if you are ready to sell, it your business can run without you and if it is attractive for buyers.

  4. 04

    Unlock your custom plan

    Receive a customized, actionable plan to increase your company's value and prepare for its transition.

  5. 05

    Execute with a coach

    Whether it's Ema, our AI coach available 24/7, or a certified advisor who has been there before.

Start here, free
Real results

Owners who stopped guessing.

“I wasn't planning to sell. I wanted a stronger company. Two years later my value is up and I finally have real options.”

MF

Marc F.

Manufacturing · Quebec

“An offer landed in my inbox and I had no idea if it was fair. Optionality showed me where I stood before I answered.”

SL

Sophie L.

Distribution · Montreal

“I wanted the highest number possible before deciding anything. I got a short list of things to fix, and I fixed them.”

PT

Patrick T.

Professional services · Ontario

Pricing for Business Owners

Plans

Optionality Essential

$99$0/mo

Until December 31

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
Start for free
Most popular

Optionality Pro

$299/mo

Everything in Optionality Essential, 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 Coach

Starting at

$499/month

Everything in Optionality Pro, 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

The three things owners ask before signing up.

Who can see my data?

Your information is encrypted and confidential. It is not used to train our models and is never shared without your consent.

What is the difference between Optionality and ChatGPT?

Precision comes from the database. Our valuations are built on 150,000 real transactions and validated by business transfer experts.

I don't want to sell for 3 to 5 years. Is this relevant for me?

This is exactly the right time to start. The earlier you prepare, the more time you have to increase your value before making a decision.

Have more questions?

Talk to an expert

Backed by leading investors and partners

  • Repreneuriat Québec
  • Exit Planning Institute (EPI)
  • EntreChefs PME
  • La Caisse
  • Google for Startups
  • M&A Club
  • FTQ
  • Anges Québec
  • Cohere
  • Certified Exit Planning Advisor (CEPA)
  • iNovia Capital
  • Luge Capital
  • EY
  • BMO
Get started

You built something. We help you get the most out of it, on your timeline.

Confidential. No credit card required.

Get started for free, no commitment