Most exit planning tools give you a form and a scorecard. EleviraPath runs the entire process — assessment, scoring, coordination, meeting prep, and progress tracking — from one platform.
Advisors currently cobble together spreadsheets, PDFs, and disconnected tools. There's no single source of truth. Clients fall through the cracks. The process isn't repeatable or scalable.
Most 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 They lose it in the 12-18 months before — when the estate plan is outdated, the entity structure isn't optimized, the CPA hasn't modeled the tax hit, and nobody is tracking any of it.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.
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.
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.