Exit Planning Software for Financial Advisors
Run the entire exit planning process from one platform. Client profiling, dynamic assessments, automated scoring, task coordination, meeting agendas, and milestone tracking — purpose-built for CEPAs and financial advisors.
Centralized engagement data
Client Profile
Every client engagement starts with a complete picture. Business details, ownership structure, sale timeline, sale type, estimated value, professional contacts, and goals — all in one place. No more scattered intake forms or duplicated data entry.
- Business demographics and ownership structure
- Sale type, timeline, and estimated value
- Professional contacts (CPA, attorney, wealth advisor)
- Engagement stage tracking and notes
Adaptive risk identification
Dynamic Assessment
Not a static questionnaire. 28 weighted questions across 7 categories adapt based on each client's sale type, timeline, and situation. Conditional logic ensures you ask the right questions and skip the irrelevant ones.
- 7 categories: legal, tax, estate, financial, operational, post-sale, advisory team
- Conditional logic adapts to sale type and timeline
- Weighted scoring reflects real-world impact
- Re-assessment tracking shows progress over time
Quantified exit readiness
Scoring Engine
Every assessment answer maps to a weighted score. Category-level breakdowns show exactly where a client is strong and where the gaps are. Severity-weighted gap identification prioritizes what matters most.
- Overall readiness score with category breakdowns
- Severity-weighted gap identification (critical, high, medium, low)
- Score history tracking over multiple assessments
- Benchmark comparisons across your client base
Cross-team accountability
Task & Coordination Layer
Convert assessment gaps into assigned tasks with one click. Each task has an owner (advisor, client, CPA, attorney), urgency level, due date, and phase. Filter views let you see exactly who has the ball at any moment.
- One-click gap-to-task conversion with suggested owners
- Owner assignment across advisor, client, CPA, attorney
- Urgency levels, due dates, and phase tracking
- Blocked item tracking and dependency management
Data-driven meeting prep
Meeting Agenda Generator
Generate agendas for every stage of the planning process. Discovery, 90-day review, pre-LOI, pre-close, post-close — each pulls from live engagement data. Scores, open gaps, and professional assignments are built in, not typed in.
- Stage-specific templates (discovery through post-close)
- Auto-populated from live engagement data
- Includes open gaps, scores, and action items
- Ready to share or print before every meeting
Visible momentum
Progress Tracking
Track readiness scores over months and across assessments. Show clients visible momentum. Use score history and task completion data to prove the value of the planning process — in the meeting and in the billing conversation.
- Score trend visualization over time
- Task completion rates by owner and category
- Engagement pipeline view across all clients
- One-page readiness reports for stakeholder sharing
Not Another Point Solution
Most tools give you one piece of the puzzle — a scorecard, a valuation, a checklist. EleviraPath is the system of record that connects assessment, scoring, coordination, meeting prep, and progress tracking into one continuous process.
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