Pricing
Start with a free preview, upgrade when sharing matters
Every paid capability shown below is tied to the active subscription. Invited advisors access their owner’s review workspace for free.
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Free Preview
Explore your exit-readiness baseline
$0No credit card required
- Value dashboard and all six valuation methods
- Health Score, recommendations, and what-if scenarios
- Manual entry and CSV financial import
- In-app report preview and browser print
Buyer teaser: draft preview only; public sharing is gated to Exit Ready
Start free Essentials
Owner-operator
$99/month
- Ongoing value dashboard
- All six valuation methods
- Health Score and recommendations
- What-if scenario modeling
- Secure Xero and QuickBooks accounting integrations
- Manual CSV imports and in-app report preview
Buyer teaser: Draft preview only
Start Essentials preview Most popular
Exit Ready
Preparing to sell
$249/month
- Everything in Essentials
- Public buyer-safe teaser sharing
- Private data room
- Advisor reviewer invitations
- Buyer lead workflow included
Buyer teaser: Public teaser sharing included
Start Exit Ready preview Compare plans
Choose the tools that match your stage
Advisors invited by an Exit Ready owner can review and comment at no cost.
| Feature | Free Preview | Essentials | Exit ReadyMost popular |
|---|---|---|---|
| ValuationValue dashboard and all six valuation methods | Included | Included | Included |
| ValuationHealth Score, recommendations, and what-if scenarios | Included | Included | Included |
| FinancialsManual entry and CSV financial import | Included | Included | Included |
| FinancialsSecure QuickBooks and Xero integrations | Not included | Included | Included |
| ReportingIn-app report preview and browser print | Included | Included | Included |
| Sharing with buyersBuild and preview a buyer-safe teaser | Draft only | Draft only | Included |
| Sharing with buyersPublish a shareable buyer teaser and manage buyer leads | Not included | Not included | Included |
| Sharing with buyersPrivate data room | Not included | Not included | Included |
| Advisor reviewInvite a CPA, broker, or attorney to reviewAlways free for the invited advisor | Not included | Not included | Included |