Assess your readiness. Plan your exit. Sell for more.
Measure your business and personal readiness against the nine dimensions professional buyers use to value SMBs. Get a personalized gap analysis in under five minutes.
Backed by leading institutions and operators
From running a business to planning your legacy.
A clear path from where you are today to the exit you want - at your pace, never on someone else's clock. No advisor at the door, no transaction you didn't choose. You decide when each step makes sense, and how far you go.
- 01
Get your preliminary readiness report
Answer 30 questions and see where you stand across the nine dimensions buyers look at. Free, about five minutes.
- 02
Unlock your full exit plan
Take the full questionnaire and turn your snapshot into a prioritized, multi-year plan to build value and get deal-ready. Free.
- 03
Act on it, your way
Work the plan on your own at no cost, or with a dedicated coach alongside you. From $299/month, only when you want one.
- 04
Track your progress
Update your plan monthly, watch your readiness climb, and tap our network of advisors, accountants, and lenders as you need them.
- 05
Sell on your terms — and pay it forward
When you're ready, exit on your terms. And if you choose to, come back as a coach for the next generation of owners.
See what business owners discovered thanks to Optionality
I'd slipped into complacency, and the process forced me to step back. Within a week and a half, I secured a $2M financing offer and a completely new perspective on growth. Instead of just running the business, I'm actively building its value.
CEOSaaS / HealthcareI always thought exit planning was something you did right before selling. The assessment showed me exactly where buyers would see risk and where value was being left on the table. Now I have a clear roadmap for building a stronger business.
Founder & CEOManufacturingFor the first time, I saw my company through the eyes of an acquirer. We uncovered issues that would absolutely surface during diligence. Addressing them now means we'll be negotiating from a position of strength.
OwnerDistributionThe biggest takeaway was understanding how operational gaps directly impact valuation. We identified where the business was too dependent on me and prioritized improvements that increase scalability. We're now significantly more attractive to future buyers.
PresidentSaaSI wasn't actively looking to sell, which is why I almost ignored the process. What surprised me is that exit planning isn't really about exiting, it's about creating options and reducing risk. The business is in a much stronger position today.
CEOWood Veneer ManufacturerBuilt by Operators Who've Been in Your Seat
We created Optionality after going through the uncertainty, preparation, negotiations, and timing decisions that come with selling a business.
Team history
Repeat founder with 2 exits
Guided 5 founder exits
M&A advisor to founder-led businesses
Chartered Business Valuator, 30+ years
The right growth story can completely change how a buyer understands the future of your business.
The gaps that cost owners the most - and how to close them.
A five-minute readiness assessment showing where you stand on the nine dimensions buyers actually look at, and the three priorities that reduce risk and lift your value before any sale.
- Your 9-dimension score
Benchmarked against the buyer criteria that move actual transaction multiples.
- Top 3 value gaps
The specific weaknesses that most often discount price or break deals at diligence.
- A clear place to start
The moves that lift your value most, sequenced so you know what to start now and what can wait.
Headline diagnosis
Sellable, once the business can run without you.
Owner-dependence & organizational readiness is the binding constraint, with 18 months of focused work, you'll move into the Ready band.
The three things to tackle first
- 01Begin proactive tax & estate planning40
- 02Institutionalize your sales process53
- 03Elevate a middle management layer53
Answers before you start.
Isn't it too early to start if I'm years from selling?
It's the opposite, this is the ideal time. The owners who exit best start years out, while there's still runway to build value and fix what buyers discount. Starting now is the advantage.
Am I committing to selling?
Not at all. Every step is yours to take when it makes sense, and nothing here pushes you toward a transaction. Most owners use Optionality to understand their options long before any decision. You sell when, and if, you're ready.
Is my information confidential?
Yes. Your answers and your business details are private and never shared. Discretion is the whole point.
How is this different from a broker or my accountant?
A broker shows up when you're ready to transact; an accountant looks backward at your books. Optionality helps you plan forward, understand your value, build it, see your buyers, and prepare, over the time that actually determines your outcome.
Do you actually help me find buyers and sell?
When you choose to. You can map acquirers and acquisition targets from our company and private-equity database, and bring in an M&A advisor to help you prepare and run a process, entirely on your terms, with no obligation to approach anyone.
What does it cost?
The readiness diagnostic and the full exit-readiness assessment are free. Valuation, planning, and advisor support are there if and when you want them.
Who is EMA?
EMA is our AI exit-planning specialist. She turns your answers into clear insights and a practical roadmap, and answers your questions along the way.
The best exits start years early. Start yours today.
See where you stand right now. Your readiness, your gaps, and what to build before you sell. Free, confidential, about five minutes.