For accountants, wealth advisors, bankers and estate attorneys
You usually hear about an owner’s plans first. NewExit gives you something to do about it: a free score to start the conversation, and a team that does the hard work of getting the business ready to sell.
Leaning on you
Many day-to-day decisions still come back to you. Buyers see that as a risk and usually pay less, or ask you to stay on for years.
An example for a made-up business. The Owner Independence Score is opening soon.
What you get
Most owners won’t start planning their exit until someone they trust brings it up. Here’s what you can offer when you do.
The free Owner Independence Score takes a client about 10 minutes, with nothing to prepare. It shows them how much their business leans on them and where to start. Run it with a client in a meeting, or send them your link.
Putting a successor in place, writing down how the business runs and cleaning up the books takes 18 to 36 months on top of running a company. We do that work with your client.
Clients who come through your link are told they came through you, and that you may see their score and contact details so you can help them with it. You stay their trusted advisor.
How it works
After a short call, you get a personal link to the free score. Clients who come through it are told they came through you.
About 10 minutes on a phone or computer. They see where the business leans on them, and we email them a one-page summary.
If a client wants more, a two-week NewExit diagnostic looks at the business in depth and gives them a plan. You may see their score and contact details, so you can help them make the call.
What clients pay. The score is free. The diagnostic is $2,500 for our first clients (then $5,000). The sale fee is 5% of the price, paid at closing with no upfront retainer, and everything a client pays before the sale is credited against it. See the full price list.
Why now
A large wave of owners is nearing retirement. Many have no successor and no realistic way out.
Private equity firms have bought hundreds of HVAC, plumbing and electrical companies since 2022. What’s scarce is businesses that still work after the owner leaves.
New SBA lending rules, in effect since October 1, 2026, put more weight on documented results and call for an independent earnings review on larger deals.1 Clean books and documented independence matter more than ever.
Owners hand us their books, their customers and their opinions of their staff. Protecting that is a core part of the product, not an afterthought. Read how we use AI and protect data.
Questions
No. The score is free, and taking it doesn’t commit anyone to anything.
We use their answers and contact details to give them their score and, if they agree, to follow up about it. We never sell them, and they can ask us to delete them at any time. If they come through your link, you may see their score and contact details so you can help them. The details are in our privacy notice.
No. We always represent the seller, and we never buy businesses ourselves.
Healthy, owner-run businesses earning roughly $750,000 to $3 million a year in profit before the owner’s pay, whose owner plans to sell within three years. In the trades, that’s typically $3 to $15 million in revenue. We’re starting with Michigan trades businesses such as concrete, HVAC, plumbing and electrical contractors.
Email us and we’ll set up a call. We’re getting partner links for the free score ready now, and we’ll send you yours as soon as the score opens.
Send a few lines about the owners you work with, and we’ll set up a call.
Or write to us at simon@newexit.ai