The One-Stop Corporate Finance Platform for your Practice
ExitBoss is the premier corporate finance as a service (CFaaS) platform designed to revolutionize how small and medium-sized enterprises (SMEs) and their advisors approach financial services. From company valuations and capital raising to mergers and acquisitions, ExitBoss provides a comprehensive suite of tools and services to streamline the entire process.
Our Foundation: Collaboration and Innovation
ExitBoss was founded in collaboration with M&A Deal Platform and Exacqt Advisor Group, two industry leaders in corporate finance and advisory services. This strategic partnership allowed us to leverage cutting-edge technology and extensive industry expertise to create a platform that truly addresses the needs of SMEs and their advisors.
Our platform includes the Advisor Copilot, a secure chat system that allows practice employees to quickly access up-to-date client information, streamlining communication and enabling informed decision-making.
Our Services: A Comprehensive Suite
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Advisory Services Automation
Our Advisor Copilot and Secure Chat GPT system empowers practice employees to securely query client business models and data rooms, enhancing efficiency and streamlining communication.
2
Lead Generation and Content
We provide robust lead generation and content creation tools to help you find and qualify potential clients effectively, ensuring a steady stream of business opportunities.
3
Business Advisory Tools
Our platform offers a range of tools designed to help you deliver advisory reports and reviews seamlessly, ensuring that your clients receive the highest level of service.
4
Corporate Finance Tools
Streamline the creation of valuation reports, business plans, and confidential business profiles (information memorandums) with our user-friendly corporate finance tools.
Powered by bespoke AI Technology
At ExitBoss, we understand the importance of leveraging cutting-edge technology to provide superior client service. That's why our platform is powered by bespoke AI technology, which enables us to offer greater efficiency, accuracy, and personalization.
Our AI-driven systems can analyze vast amounts of data, identify patterns, and generate insights that would be difficult or impossible for humans to detect. This allows us to provide more targeted and effective solutions, ultimately helping our clients achieve their goals more efficiently.
The Power of AI in Corporate Finance as a Service
Smart Automation
AI introduces flexible algorithms for tailored recommendations and streamlined operations, eliminating the need for manual assessments.
Enhanced Customer Experience
AI and machine learning can provide personalized services and support, such as intelligent chatbots for efficient customer interactions.
Operational Efficiency
AI-driven solutions can shift human resources away from routine tasks, allowing for better utilization of talent and operational benefits.
Competitive Advantage
AI can help financial service providers stay agile and relevant, offering smarter, more trusted interactions that build customer confidence.
Our M&A Platform: Driving the Transaction Process
Our M&A platform is a key component of our CFaaS offering, providing transparency for our partners and clients throughout the merger and acquisition process. This secure platform facilitates interactions between all parties involved, ensuring a seamless and efficient transaction.
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Global Data and AI
Our platform utilizes global data and AI for benchmarking and valuation, ensuring that our clients have access to the most accurate and up-to-date information.
2
Due Diligence and KYC
We perform comprehensive client KYC (Know Your Customer) and risk rating processes, as well as thorough due diligence, to ensure the integrity of every transaction.
3
Standard Legal Documents
Our platform provides standard legal documents and processes, reducing costs and streamlining the transaction process.
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Seamless Integration
Our M&A platform seamlessly integrates with our corporate finance services, providing a cohesive and efficient experience for our clients.
Corporate Finance as a Service: A Comprehensive Offering
Our Corporate Finance as a Service (CFaaS) offering is designed to cater to the diverse needs of SMEs and their advisors. From company valuations and management buyouts to capital raising and company sales, we provide a comprehensive suite of services to support our clients throughout the entire process.
Company Valuation
Our robust valuation tools and expertise ensure that our clients receive accurate and reliable valuations, enabling informed decision-making.
Capital Raise
Whether you're seeking growth capital or financing for a specific project, our team can guide you through the capital raising process, ensuring a successful outcome.
Company Sale
If you're considering selling your business, our team of experts can assist you in navigating the complex process, ensuring that you receive the best possible value for your company.
Why Corporate Finance as a Service?
Traditionally, businesses have had three options when it comes to corporate finance services: Lose the client and fees to a competitor, build an in-house practice the traditional way, or partner with ExitBoss.
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Option 1: Competitor
By choosing not to offer corporate finance services, businesses risk losing their clients and fees to competitors who can provide these services.
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Option 2: Traditional In-House
Building an in-house corporate finance practice the traditional way is a high-risk and high-cost endeavor, often requiring significant investments in personnel, technology, and infrastructure.
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Option 3: ExitBoss
By partnering with ExitBoss, businesses can immediately offer corporate finance services to their clients, retaining the client relationship and fees while benefiting from our award-winning, partner-led corporate finance team.
The Importance of Company Valuations
Company valuations are a critical component of the corporate finance process, serving multiple purposes for SMEs and their advisors. At ExitBoss, we understand the importance of accurate and reliable valuations, which is why we've invested in developing robust valuation tools and expertise.
Funding and Exit
A company valuation is often the first step in enabling inorganic growth, whether it's buying a business, selling a business, or raising capital. It provides a foundation for informed decision-making.
Corporate Strategy
Regular valuations can help businesses assess the viability of investments, new contracts, or directives, and understand their potential impact on the company's value over time.
Decision-Making
By providing a clear understanding of a company's worth, valuations empower businesses to make informed decisions, evaluate opportunities, and develop strategies that align with their goals.
Our Valuation Application: Streamlining the Process
At ExitBoss, we've developed a user-friendly valuation application that streamlines the valuation process, enabling our clients to obtain accurate and detailed valuations quickly and efficiently.
Data Entry
Our application allows for easy data entry, including industry of operation, competitor list, and historical financial data, or you can choose to have us speak directly with your accountant.
Dynamic Graphs
Our valuation application generates dynamic graphs and visualizations, providing a clear and intuitive representation of the valuation data.
Detailed Reports
Upon completion of the valuation process, our application generates a comprehensive report in Microsoft Word format, complete with industry sector analysis, market multiples, DCF valuation, and financial commentary.
Our Exit Process: A Comprehensive Approach
A successful exit requires a comprehensive and well-structured approach. Our exit process is designed to guide our clients through every step of the journey, from the initial valuation to the final transaction.
1
Valuation and Preparation
We begin by conducting a thorough valuation of the business, providing our clients with a clear understanding of its worth and potential value to prospective buyers.
2
Digital Information Memorandum
Our team creates a comprehensive digital information memorandum, highlighting the business's strengths, growth potential, and unique selling points.
3
Anonymous Listing
To protect our clients' privacy and ensure confidentiality, we list the business anonymously on our secure marketplace, allowing potential buyers to express interest without revealing sensitive information.
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Corporate Finance Services
Throughout the process, our clients have access to our full range of corporate finance services, including buyer research, negotiation support, and transaction management.
Our Pricing: Flexible Solutions for Your Needs
We offer a range of pricing options, allowing our clients to choose the solution that best fits their needs.
Plan | Features | Price | |
Professional | Create company valuations, access marketplace, single user license, supports 4 clients | $125/month | |
Premium | All Professional features plus team collaboration, data room access, legal documents, multiple user licenses, supports 50 clients | $299/month | |
Joint Venture | Full CFaaS platform, lead generation, marketing support, earn up to 10% per deal | $299/month* | |
Partner | All Joint Venture features plus dedicated support, white-labeled lead gen app, earn up to 20% per deal | $1,250/month | |
Practice | Fully supported practice with complete training, dedicated account team, earn up to 80% per deal | Custom Pricing |
*The first year is free for the Joint Venture plan. Future years are charged monthly unless there has been one (1) accepted lead within the previous 12 months period.
Our 30-Day Corporate Finance Launch Process
We've developed a comprehensive 30-day launch process, designed to guide our clients through every step of the journey, ensuring a smooth and successful transition.
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Onboarding
We begin by onboarding your practice onto our platform, setting up your employees and clients, and addressing any questions or concerns you may have.
2
Training
Our team provides comprehensive training on corporate finance principles, our platform, and how to build a successful corporate finance practice.
3
Marketing
We provide a range of marketing services and content to promote your new corporate finance offering, including email templates, web content, sales decks, and client event presentations.
4
Launch
After completing the onboarding, training, and marketing phases, you'll be ready to officially launch your corporate finance practice, offering a comprehensive suite of services to your clients.
Lead Generation: Fueling Your Growth
We understand that a steady stream of leads is essential for the success of any corporate finance practice. That's why we offer robust lead generation tools and services, designed to help our clients identify and qualify potential opportunities effectively.
Targeted Campaigns
Our team can develop targeted marketing campaigns, leveraging our extensive industry knowledge and data analytics to identify and reach potential clients.
Prospect Qualification
Our lead generation tools allow you to efficiently qualify prospects, ensuring that you focus your efforts on the most promising opportunities.
Performance Analytics
We provide detailed analytics and reporting, enabling you to track the performance of your lead generation efforts and make data-driven decisions.
Strategic Content Creation and Client Events
Informative Web Content
Develop educational resources that empower SMEs with insights on financial strategies, corporate finance, and investment opportunities.
Impactful Email Campaigns
Craft email templates that highlight key financial advice, tax planning tips, and risk management guidance for SMEs.
Compelling Sales Decks
Create sales presentations that showcase your corporate finance offerings, emphasizing the benefits and ROI for SME clients.
Educational Webinars
Host webinars and workshops on financial literacy, budgeting, and growth strategies to educate and empower SMEs.
Networking Events
Invite SMEs to networking events where they can connect with experts and learn about the latest market trends.
Personalized Consultations
Offer tailored financial advice to SMEs, addressing their specific challenges in cash flow management, cost reduction, and investment decisions.
Strategic Content Creation
Informative Articles
Our expert writers craft web content that educates SMEs about financial strategies, corporate finance, and investment opportunities. From valuation insights to risk management tips, we provide the resources SMEs need to make informed decisions.
SEO Optimization
We ensure your content ranks high on search engines, attracting the right audience to your website. Our SEO expertise helps SMEs find the information they're looking for and connect with your corporate finance expertise.
Engaging Landing Pages
Capture leads with compelling landing pages that resonate with your target market. Our design and copywriting skills create a seamless user experience that encourages SMEs to engage with your services.
Tailored Advice for SMEs
Our personal consultations provide customized solutions to address the unique financial challenges faced by small and medium-sized enterprises (SMEs). We guide them on optimizing cash flow, reducing costs, and making informed investment decisions.
Why Choose ExitBoss?
Expertise
Our team combines deep financial acumen with proven marketing savvy. We understand your industry inside and out, positioning us as trusted advisors.
Results-Driven
ExitBoss doesn't just create content - we drive measurable results. More qualified leads, higher conversion rates, and accelerated growth for your practice.
Your Success Is Our Mission
Whether you're a CPA firm or an advisory service, ExitBoss is wholeheartedly committed to your success. Our team works tirelessly to ensure you achieve your goals.
Our Award-Winning Platform
Our innovative platform has garnered recognition from industry experts and thought leaders, solidifying our position as a leader in the corporate finance as a service space.
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CogX Awards 2021
ExitBoss was shortlisted for the "Best AI Product in Financial Services/FinTech" category at the prestigious CogX Awards 2021, a testament to our commitment to innovation and cutting-edge technology.
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Industry Accolades
Our platform has received numerous accolades from industry publications and analysts, praising its user-friendly interface, robust functionality, and seamless integration with existing systems.
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Client Testimonials
Perhaps our greatest achievement is the positive feedback and testimonials we've received from our clients, who have praised our platform's ability to streamline their corporate finance processes and drive business growth.
Advisory Services Automation: Enhancing Efficiency
We've developed a range of automation tools and features designed to streamline processes and enhance productivity.
Advisor Copilot
Our Advisor Copilot system utilizes advanced natural language processing and machine learning algorithms to provide intelligent and contextual assistance to practice employees, enabling them to quickly locate relevant information and streamline their workflows.
Secure Chat GPT
Our secure chat GPT system allows practice employees to securely query client business models and data rooms, ensuring that they have access to the most up-to-date information while maintaining strict confidentiality and data privacy standards.
Workflow Automation
Our platform offers a range of workflow automation tools, enabling you to automate repetitive tasks and streamline processes, freeing up valuable time and resources for more strategic activities.
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