2026 EXIT PLANNING SUMMIT SPONSORS

Exit with Clarity

https://www.exitwithclarity.com/

Exit with Clarity™ is an exit readiness platform that helps business owners understand what a buyer would pay for their company, what would give a buyer pause, and where they stand before they talk to any advisor or broker.

Mike Lee spent 30 years as a high-tech industry veteran before acquiring First Choice Business Brokers franchises across the Mountain West. He became a CEPA after discovering that most brokers were playing a listing game rather than doing the preparation work that actually gives business owners a fighting chance. That gap is what Exit with Clarity was built to close. By the time an owner reaches any professional advisor, they should already have honest data, a clear picture of where their gaps are, and a realistic sense of what it takes to exit well. Exit with Clarity handles that foundation.

What We Do
We use technology and proprietary systems to help business owners see their company the way a buyer would. That is the core of everything we offer.

The Instant Value Estimator is a free tool that takes less than five minutes. Owners enter a few basic inputs and receive a value range based on AI-researched multiples drawn from publicly available market data. It is a starting point, not a full valuation. Its purpose is to give owners a grounded first look and introduce them to the broader exit readiness process.

The Clarity Exit Scorecard evaluates the business across 10 buyer-focused value drivers, scores each one, and produces a prioritized roadmap showing what is reducing value and what to address first. It is built for owners who are not yet ready to sell but want to run the business with exit in mind.

 The Clarity Exit Assessment™ (CEA) is the full picture. A member of the Exit with Clarity team works directly with the business owner, reviews their actual financial documents, conducts comparable transaction research using closed sale data, and produces a written report identifying the factors a buyer would flag as deal risks or price reducers. The CEA is where depth and detail live, and it produces the kind of complete owner profile that makes a referral to an advisor genuinely valuable.

When a certified valuation is needed for legal purposes, divorce, SBA lending, or estate planning, we refer the owner to credentialed appraisal partners.

We do not act as business advisors. We do not do exit planning or financial planning. We do not list or sell businesses. We stay in our lane: use technology and proprietary systems to educate owners, assess their business from a buyer's perspective, and connect them to the right professional when they are ready for what comes next.

Why This Matters for CEPAs
The harder part of building an exit planning practice is not the work itself. It is finding owners who understand why they need you.

Exit with Clarity generates a consistent pipeline of educated, motivated owners who have already engaged with their numbers, seen where their gaps are, and begun asking what it takes to close them. By the time one of our owners connects with a CEPA, the baseline conversation has already happened. The owner is not skeptical. They are curious.

We are building an advisor network and actively looking to connect with CEPAs and exit ecosystem professionals who want to be the resource we refer owners to when they are ready for what you do. If that sounds like a conversation worth having, we are here all week.

Find us at the EPI Summit or reach Mike directly at 619-964-9481 or mike@exitwithclarity.com