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 29 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

  • Multiples based on your industry
  • EBITDA and revenue adjustments
  • 3 comparable past transactions
  • Market trends

Transfer readiness audit

  • Owner readiness level
  • Business attractiveness level
  • Scores out of 100 and across 9 dimensions

Personalized transfer plan

  • Step-by-step actions, month by month
Start for free
Most popular

Optionality

$299/mo

Everything in Free, plus:

  • Setup, presentation, support, and quarterly coaching from an expert

Access to proprietary data

  • Benchmarking
  • Past transactions
  • Financing (bankability)

Access to company lists

  • Potential acquisitions
  • Potential acquirers

Test your value

  • Introductions to acquirers
Subscribe

Coaching

Starting at

$12,000/year

Everything in Optionality, plus:

Expert coaching

  • Monthly check-ins
  • Guest Coach: choose who supports you

M&A advisory

  • Acquisition target mapping: $6,000+
  • Approaching potential acquirers for value validation: $9,000+

Expert Business Valuation (EBV)

  • Value calculation: $7,000
  • Value estimate: $9,000+
  • Full defensible fair market value report: $12,000+
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