Owner Exit's free adviser platform gives estate attorneys, CPAs, wealth managers, and insurance agents a complete business intelligence tool — and a co-branded Owner Intelligence Report to share with clients. No cost. No referral arrangement. Just better client conversations.
Most advisers ask business-owner clients "are you thinking about a transition?" Most clients say not yet. The conversation ends. Owner Exit changes the opening — by giving you something genuinely useful to bring before the client is ready to act.
An estate attorney who hands a client a polished 10-section Owner Intelligence Report — before asking for any engagement — demonstrates a level of proactive care that competitors don't offer. The client remembers who brought them this.
The report surfaces buy-sell funding gaps, wealth concentration risk, financial documentation problems, and succession readiness gaps — issues that create work for every adviser type in the room. You find the problems before the client goes to market.
The report specifically identifies situations requiring professional input — and pushes the work back toward your discipline. Tax issue? See your CPA. Estate matter? See your attorney. We make the incumbent adviser more valuable. We do not replace them.
Estate attorneys draft plans around an asset they often haven't quantified. Owner Intelligence gives you the valuation context, succession readiness assessment, and buy-sell analysis you need to build a plan that actually holds together when the owner finally transitions.
CPAs see the financials but rarely model the transaction. Owner Intelligence gives you the QoE analysis, SDE calculation, and deal structure comparison you need to advise your client before any process begins — when something can still be done about it.
Wealth managers often manage the liquid portion of a client's portfolio while 70% of their net worth sits in an illiquid business. Owner Intelligence gives you the data to model post-exit retirement income — and a reason to have that conversation now.
Insurance agents cover physical and liability risk — but enterprise value protection through key person coverage and buy-sell funding is often dramatically underfunded. Owner Intelligence quantifies the gap in dollar terms and opens the coverage conversation with data.
Commercial bankers know a client's balance sheet but rarely model the transition scenario. Owner Intelligence gives you the enterprise value, debt coverage, and recapitalization capacity analysis you need to position the bank as a partner in what comes next.
M&A advisors and business brokers spend the first engagement figuring out what they have. Owner Intelligence gives you a pre-engagement intelligence package — QoE score, value range, readiness assessment, and deal structure fit — before any commitment is made on either side.
Family business consultants understand governance and dynamics — but rarely have quantitative data on whether the business is actually transferable, what the family transition costs relative to a third-party sale, and what the next generation is actually stepping into.
No software to install. No training required. No referral arrangement. Just a tool that makes your next client meeting better.
Every tool is free for advisers and their clients. Access any tool independently or run the full AI-powered assessment to generate the complete Owner Intelligence Report.
The advisers who win the business-owner relationship are not the ones who ask
if the owner is ready to sell.
They are the ones who show up with something useful before the owner is.
Owner Exit adviser access is free and always will be. We are building a network of estate attorneys, CPAs, wealth managers, insurance agents, and commercial bankers who want to bring better intelligence to business-owner clients. Fill out the form and we will be in touch within one business day.