For Exit Advisors
Start exit planning conversations earlier. Earn a stronger seat at the table.
Axis helps advisors initiate strategic exit planning conversations for business owner clients with confidence.
How It Works
From a shared link to a grounded planning conversation.
- 1.
Share your advisor link.
Send your personalized Axis assessment link to a business owner client.
- 2.
Owner completes the assessment.
The owner submits responses that highlight readiness, value gaps, and transferability risks.
- 3.
Review and guide.
You receive the submission, review the results, and lead the next planning conversation.
Why Advisors Use Axis
Give owners a practical starting point, and yourself a stronger role in the planning process.
Axis is designed to help advisors introduce exit readiness discussions earlier, before the conversation becomes reactive. Instead of waiting for a sale process to force urgency, advisors can use a buyer-lens assessment to surface value gaps, frame next steps, and guide a more relevant owner conversation.
- Start earlier
- Create a credible opening for exit planning conversations with business owner clients.
- Clarify what matters
- Focus the discussion on value, readiness, transferability, and buyer confidence.
- Strengthen your position
- Build confidence in your role before other specialists define the conversation.
- Guide next steps
- Use the results to help owners see where action is needed and when to involve specialists.
Advisor Access
$99 a month. No contracts. No long-term commitment. Cancel anytime.
Get your advisor assessment link, client submission notifications, and advisor review workflow.