The exit is already forming. Know which of your clients, and when.

IQExit is a data intelligence company. We capture and structure owner-stated exit intent 24–60 months before a transaction, for the banks, wealth advisors and CPAs already in the room.

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Exit Readiness RecordHarbor & Pine Mechanical
Sample
Readiness 68/100
Projected Deal Range™ $8.4M–$12.6M
Owner-stated horizon 24–36 mo Moved from 48 months
Stated horizon, months to transition
Q1 Y1Q3 Y1Q1 Y2Q3 Y2
Illustrative record. Names and figures are sample data.

Covered by

Built into the relationship you already have.

IQExit is available exclusively through trusted advisors. Every introduction is advisor-owned, advisor-controlled and advisor-named.

Commercial & Private Banking

54%

of businesses anticipate ownership change by 2030. Most banks find out a business owner is selling after the payoff request is already in.

Explore IQExit for Banking

Wealth Advisory

80–90%

of your business-owner clients' wealth may be sitting in an asset that doesn't appear anywhere in your AUM.

Explore IQExit for Wealth

CPA & Accounting Firms

Year-round

Identify which clients are thinking about a transition before any other advisor thinks to ask, and expand advisory revenue beyond tax season.

Explore IQExit for CPAs

The category

The signal doesn't exist in any public record. It lives in a conversation, years before a comp database or a deal room would ever be called.

  1. Intent
  2. Timing
  3. Trajectory

Intelligence for the first mile of every exit.

Readiness factorsSample
Financials78
Transferability61
Succession52
Owner reliance44
Projected Deal Range™Sample

$8.4M – $12.6M

$0$10M$20M+

Projected Deal Range™ is an intelligence output for planning, not a valuation or appraisal.

Intent over timeSample
  1. Q1 · Y1Record created. Owner horizon 60+ months.
  2. Q3 · Y1Owner-stated: next generation not planning to take over.
  3. Q1 · Y2Horizon moved 48 → 30 months. Readiness +9.
  4. Q2 · Y2Succession planning opened on the owner's timeline.
Business-owner bookSample
SegmentOwnersIn 24–60 mo
Commercial14241
Private banking8823
Wealth8223

“Exit Readiness Intelligence™ is the first longitudinal data layer purpose-built to show wealth platforms the business-owner wealth that has not yet appeared on any balance sheet, in any CRM, or in any AUM report.”

Tully RyanFounder & CEO, IQExit

The intelligence is already compounding.

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Since its February 2026 launch, IQExit has generated hundreds of Exit Readiness Records, with paying advisors across banking, wealth and CPA practices using the platform today.

6MU.S. businesses facing an ownership transition by 2035
$14Tin total U.S. business wealth transferring by 20351
$5Tin enterprise value across 1M+ viable sale candidates by 20352
92%of small business exits result in closure, not a sale
24–60months of advance visibility before a transaction closes

1. Principal Financial Group, Jan. 13, 2025. 2. McKinsey Institute for Economic Mobility, Feb. 2026. As cited on iqexit.com.

Transaction-neutral. Structurally, permanently, by design.

IQExit doesn't broker transactions, take fees at closing, or benefit from where an owner ultimately chooses to go. Neutrality is encoded in the business model, not appointed to policy.

Never a brokerNot a transaction intermediary
Never a marketplaceNot a listing platform
Never a valuationNot an appraisal service
Never lead-genNot a referral engine
$0 to ownersAlways free. No exceptions
No commissionsNo referral or transaction fees
Advisor-introducedBanks, wealth, CPAs, attorneys
PatentedU.S. Patent No. 7,904,372

Built from inside the advisory relationship.

Decades across M&A advisory, business research, financial services and institutional technology.

TRTully RyanCEO & Founder

30+ years across M&A advisory, financial services and venture-backed technology. Co-inventor of U.S. Patent No. 7,904,372.

JRJason Rowe, PhDChief Operating Officer

Associate Professor of Marketing and Supply Chain Management; led large-scale, data-driven research on business conditions.

ETErik Taylor, PhDCTO & CIO

Leads IQExit's intelligence architecture. Background at Morgan Stanley and AIG.

JSJesse StoneChief Partnerships Officer

Leads institutional partnerships across banking, wealth, CPA, legal and insurance channels.

Board of Directors. Glenn Flego, former Schwab, Fidelity and Ameriprise executive, joined in August 2026.

Research & perspective

Research seriesIQExit™ Buyer Landscape IntelligenceCited at the Murphy Business national conference in 2026. Podcast · June 2026Why 92% of businesses fail to sellTully Ryan on Hot Takes with Jim Baker. Podcast · May 2026AI, ownership transition and the private-company advisory landscapeTully Ryan on Amplified CEO with Richard Stroupe.

The exit is already forming. Most institutions just don't know it yet.

See Exit Readiness Intelligence™ built around your institution, your advisory practice and your book of business. Participants consistently leave with a specific client in mind.

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