Better tools, real experts, and a model owners can trust.

Why this site exists

Selling a business is the largest financial event in most owners' lives, and most owners walk into it underprepared. The data backs this up:

• Roughly half of all business exits are not planned. They happen because of death, disability, divorce, distress, or disagreement.
• Of owners who do plan a sale, a majority work with one advisor when they would benefit from a coordinated team.
• The free valuation tools available online use formulas pulled from public companies. They do not reflect what private mid-market businesses actually sell for.

Our goal is straightforward: give owners better information, earlier, so the eventual transition is a choice instead of a crisis. Whether that transition is next year or twenty years from now, the planning work is largely the same.

What we do

Free planning tools

Four tools, all free, all anonymous if you want them to be. The valuation calculator uses private middle-market transaction multiples, refreshed quarterly. The three scorecards (Business Attractiveness, Business Readiness, and Personal Readiness) are based on assessment methodology published by the Exit Planning Institute and used by Certified Exit Planning Advisors across the country.

You can take any of them without giving us an email. We only ask for your contact information if you want the detailed report and follow-up.

An advisor network

We do not provide financial, tax, legal, or transactional advice. What we do is connect owners with vetted advisors in our network when there is a real fit. Every advisor in the network is independently licensed and operates under their own firm. We curate for experience with privately held businesses in the $1M to $250M enterprise value range.

Education and content

Articles, frameworks, and downloadable guides on the topics owners care about: valuation drivers, deal structures, after-tax proceeds, transition timelines, and the differences between strategic buyers, financial buyers, ESOPs, and family transitions.

What we are not

• Not a broker or investment bank. We do not represent owners in a sale, run auctions, or take a percentage of transaction value.
• Not a registered investment advisor. Nothing on this site is investment advice. Any advisor relationship is between you and that advisor.
• Not a lead-list reseller. Your information is not sold to third parties. Sharing with an advisor in our network only happens if you opt in or request introduction.
• Not a substitute for your CPA, attorney, or financial advisor. If you already have a strong team, our tools can complement their work. If you do not, we can help you find one.

How leads actually flow

To remove the mystery, here is the full sequence:

1. You arrive at the site (organic search, paid traffic, or a referral) and use one of the free tools. No email required.
2. If you want the detailed report, you provide your email. The score, summary, and report are emailed to you immediately.
3. Over the following weeks you may receive a short series of follow-up emails with related content (other tools, frameworks, owner guides). Every email has an unsubscribe link.
4. If your tool inputs and follow-up engagement suggest a real fit, we may introduce you to one advisor in our network for a no-charge initial conversation. You can also request an introduction directly at any time.
5. Whether you engage that advisor (or any advisor) is entirely your decision. We do not take a percentage of transaction value.

Who is behind this

This site is operated by Next Chapter Wealth, an independent company focused on owner education and advisor matching. The advisors in the network are independent professionals who carry their own licenses, registrations, and credentials, including CFP, CPA, CEPA, and various securities and insurance licenses where applicable. None of these advisors are employees of Next Chapter Wealth.

If you would like to know more about a specific advisor before an introduction, just ask. Their bios, credentials, firm, and any relevant disclosures will be shared with you in advance.

Get started

The fastest way to see what this site offers is to take one of the free tools. Pick the one that matches what you most want to know:

• What is my business worth? Start with the Valuation Calculator.
• Would a buyer pay a premium for my business? Take the Business Attractiveness Scorecard.
• Is my business actually ready to sell? Take the Business Readiness Scorecard.
• Am I personally ready to step away? Take the Personal Readiness Scorecard.