The Exit Planning System of Record for CEPA & Wealth Advisors
Stop cobbling together spreadsheets and scorecards. EleviraPath runs the entire exit planning process — assessment, scoring, task coordination, meeting prep, and progress tracking — so you can serve more business owners with a repeatable, structured approach.
How EleviraPath Works
From first meeting to exit readiness — a structured, repeatable workflow that keeps every engagement on track.
Create a Client Profile
Capture the business owner's goals, timeline, sale type, entity structure, and professional contacts in one place.
Complete the Assessment
28 weighted questions across 7 categories adapt to each client's situation and surface real risks.
Generate a Readiness Score
Category-level and overall scores quantify exactly where the client stands, with severity-weighted gap identification.
Convert Gaps into Tasks
One click turns every gap into an actionable task with recommended owner, phase, urgency, and due date.
Assign Work Across the Team
Route tasks to the right professional — advisor, client, CPA, or attorney — with status tracking and notifications.
Generate Meeting Agendas
Pull from live engagement data to prep discovery calls, 90-day reviews, pre-LOI meetings, and more in minutes.
Track Progress Over Time
Score history, task completion rates, and momentum indicators show the client's trajectory toward exit readiness.
Exit Planning Is a Process, Not a One-Time Assessment
Most CEPA and wealth advisors know what needs to happen for a business owner preparing to exit. The challenge isn't knowledge — it's execution. Spreadsheets and PDFs can't coordinate a team, track progress, or prep your next meeting.
Business owners don't lose value at the closing table. They lose it in the 12-18 months before — when the estate plan is outdated, the entity structure isn't optimized, the CPA hasn't modeled the tax hit, and nobody is tracking any of it.
of a business owner’s net worth is typically tied to their business.
The window where structured planning has the most impact on sale outcomes.
Legal, tax, estate, financial, operational, post-sale, and advisory team — assessed, scored, and tracked.
See the Platform in Action
A system built for how advisors actually run exit planning engagements.
Client Dashboard
See every client's readiness score, open tasks, upcoming meetings, and engagement stage at a glance.
Exit Readiness Assessment
Walk through 28 weighted questions that adapt to the client's sale type, timeline, and entity structure.
Task Coordination
Assign gap-generated tasks to advisors, CPAs, attorneys, and clients with status tracking across the entire team.
One Platform. Six Integrated Capabilities.
Everything you need to run structured exit planning — assessment through close — in one system. No spreadsheets. No scattered tools. No gaps in coordination.
Client Profile
Centralized business owner data, goals, timeline, sale type, and professional contacts. One source of truth for every engagement.
Dynamic Assessment
Adaptive questionnaires that surface real risks. 28 weighted questions across 7 categories with conditional logic that adjusts to each client’s situation.
Scoring Engine
Quantified exit readiness with actionable benchmarks. Category-level scores, trend tracking, and severity-weighted gap identification.
Task & Coordination Layer
Assign and track work across the advisory team. Convert gaps into tasks with one click. Filter by owner, urgency, phase, or blocked items.
Meeting Agenda Generator
Prep every client meeting in minutes. Discovery, 90-day review, pre-LOI, pre-close, post-close — each agenda pulls from live engagement data.
Progress Tracking
Visual dashboards showing where every client stands. Score history, task completion rates, and momentum indicators over time.
Why Advisors Switch from Spreadsheets and Scorecards
Spreadsheets capture data. Scorecards generate a number. Neither one runs the process.
| Spreadsheets / PDFs | Scorecard Tools | EleviraPath | |
|---|---|---|---|
| Structured assessment | |||
| Task coordination | |||
| Team visibility | |||
| Meeting prep | |||
| Progress tracking | |||
| Repeatability across clients |
See detailed comparisons: vs. Maus · vs. Value Builder
Built by a CEPA, for CEPAs
EleviraPath was built by a practicing Certified Exit Planning Advisor who needed a real system of record — not another point solution. It's designed for the way advisors actually work with business owners.
Learn how it maps to the CEPA processCEPA-Credentialed Advisors
You completed the program. You know the methodology. Now you have a system that matches the way you actually work — structured assessment, phased roadmap, team coordination, and client-ready deliverables.
Wealth Advisors Serving Business Owners
Your client's business is their largest asset and their most complex planning problem. EleviraPath gives you the tools to lead that conversation with structure, not just good intentions.
Also for M&A Advisors & Exit Planners
Surface deal-readiness gaps before they become deal-killers. Use the assessment to show business owners exactly where they stand and what needs to happen before going to market.