Clear pricing for every stage of exit readiness.
Whether you are an owner preparing for your own transition or an institution deploying readiness at scale, start where you are.
Business Owners
Free Course
$0
no account required
The foundation every business owner should have before meeting their first advisor. 7 lessons, 30 minutes, no gate.
7 lessons covering the basics of exit readiness
1 take-home document checklist
No account, no credit card
No referral required
Most Popular
Business Owners
Full Course
$99
1-year access, per owner
Complete exit planning curriculum for business owners. 13 self-paced modules, 7 professional templates, and the advisor-ready documentation buyers expect.
13 modules covering the full sale process
7 professional templates and take-home assets
Advisor-ready readiness snapshot
1-year platform access
A co-branded exit planning experience your advisors deploy to business owner clients. Self-paced delivery with administrative visibility into client progress.
Co-branded client experience
Self-paced exit planning course
Free or full course available to your clients
Administrative dashboard for client insights
Private link for your website and clients
Typically > 25 annual clients
Enterprise CRM
Centralized CRM platform for large wealth management firms, banks, and SBDC networks. Self-paced or advisor-guided exit planning across your full book.
Self-paced or advisor-guided exit planning
White-label deployment
Multi-advisor firm accounts
Aggregate reporting dashboard
Custom subdomain option
Free, full, and future courses included
Government and fixed-contract pricing available for SBDC networks and federal programs.
Contact us for custom arrangements