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.
From first meeting to exit readiness — a structured, repeatable workflow that keeps every engagement on track.
Capture the business owner's goals, timeline, sale type, entity structure, and professional contacts.
28 weighted questions across 7 categories adapt to each client's situation and surface real risks.
Category-level and overall scores quantify where the client stands with severity-weighted gap identification.
One click turns every gap into an actionable task with recommended owner, phase, urgency, and due date.
Route tasks to the right professional — advisor, client, CPA, or attorney — with status tracking.
Pull from live engagement data to prep discovery calls, 90-day reviews, pre-LOI meetings, and more.
Score history, task completion rates, and momentum indicators show trajectory toward exit readiness.
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 They lose it in the 12-18 months before — when the estate plan is outdated, the entity structure isn't optimized, the CPA hasn't modeled the tax hit, and nobody is tracking any of it.
80%
of a business owner's net worth is typically tied to their business.
12-24 months
The window where structured planning has the most impact on sale outcomes.
7 categories
Legal, tax, estate, financial, operational, post-sale, and advisory team — assessed, scored, and tracked.
A system built for how advisors actually run exit planning engagements.
See every client's readiness score, open tasks, upcoming meetings, and engagement stage at a glance.
Dashboard preview: readiness scores, active clients, task status across your practice.
Walk through 28 weighted questions that adapt to the client's sale type, timeline, and entity structure.
Assessment preview: category questions, scoring, conditional logic in action.
Assign gap-generated tasks to advisors, CPAs, attorneys, and clients with status tracking across the entire team.
Task coordination preview: multi-stakeholder assignments, urgency levels, completion tracking.
Everything you need to run structured exit planning — assessment through close — in one system. No spreadsheets. No scattered tools. No gaps in coordination.
Centralized business owner data, goals, timeline, sale type, and professional contacts. One source of truth for every engagement.
Adaptive questionnaires that surface real risks. 28 weighted questions across 7 categories with conditional logic that adjusts to each client's situation.
Quantified exit readiness with actionable benchmarks. Category-level scores, trend tracking, and severity-weighted gap identification.
Assign and track work across the advisory team. Convert gaps into tasks with one click. Filter by owner, urgency, phase, or blocked items.
Prep every client meeting in minutes. Discovery, 90-day review, pre-LOI, pre-close, post-close — each agenda pulls from live engagement data.
Visual dashboards showing where every client stands. Score history, task completion rates, and momentum indicators over time.
Spreadsheets capture data. Scorecards generate a number. Neither one runs the process.
See detailed comparisons: vs. Maus · vs. Value Builder
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.
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.
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.
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.