Yes. The 12-question assessment, your Exit Score, and your basic valuation estimate are free forever. No credit card required. No trial period. No catch. We built the free tier because we believe every business owner deserves to know where they stand. If you want deeper insights, AI coaching, and all 48 playbooks, that's Growth at $99/month. The Deal Room plan at $249/month adds deal preparation tools like a virtual data room and offer comparison.
Foundation gives you the diagnosis: your Exit Score, valuation estimate, and category breakdown plus sample playbooks to get started. Growth gives you the treatment: AI-powered coaching that's personalized to your business, all 48 playbooks that walk you through fixing each gap, financial tools including QuickBooks sync, a retirement calculator, and ongoing monitoring that tracks your progress over time. Foundation tells you where you stand. Growth helps you improve.
Deal Room is for owners who are actively going to market or planning to within 12 months. It adds a virtual data room, deal pipeline management, offer comparison tools, and 12 deal-preparation playbooks. If you're still building value and not yet in deal mode, Growth is the right plan. You can upgrade to Deal Room anytime.
You can upgrade, downgrade, or cancel at any time. Annual plans are billed upfront for the year. If you cancel, you keep access through the end of your billing period. Your data and assessment results are always accessible, even on the free tier.
Yes. We have a partner program for accountants, lawyers, consultants, and exit planners who want to use Exit OSx with their clients. Visit our advisor page for details or reach out to our partnership team.
Not Sure Which Plan? Start with the Free Assessment.