Plans
Choose the level of support that fits where you are.
Optionality Essential
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
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
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