IQExit™ unlocks intelligence to assess exit intent and readiness long before a transition is imminent. Across the U.S. economy, a growing share of closely held businesses are approaching ownership transitions without adequate preparation. These transitions - whether triggered by retirement, health events, burnout, or market disruption - represent one of the most significant and least visible sources of balance-sheet, continuity, and client-relationship risk within the financial ecosystem. When exits are poorly planned, the outcomes are consistent: distressed transactions, disputes, avoidable claims, and the gradual destruction of long-term value.
IQExit™ was created to make this risk visible before it becomes unavoidable.
IQExit™ is an exit intelligence and analytics platform designed to help institutions identify, measure, and anticipate ownership transition risk at scale. It converts complex business, ownership, and continuity dynamics into structured, decision-ready intelligence that can be incorporated into financial analysis, risk evaluation, and long-term planning frameworks.
At the center of the platform is the IQExit™ Exit Readiness Report, a practical continuity metric that assesses whether a business is not only conceptually prepared for an exit, but operationally capable of executing a transition under real-world conditions. The analysis evaluates ownership and governance structures, financial and operational preparedness, management depth and key-person dependency, the viability of continuity and succession plans, and the business’s market positioning and exposure to transition risk.
By standardizing and aggregating this intelligence, IQExit™ moves exit readiness from anecdotal judgment and isolated planning efforts into a consistent, system-level view of transition-related risk.
IQExit™ supports organizations whose performance and client outcomes are directly influenced by ownership transitions. The platform is used by commercial and private banking teams seeking earlier visibility into borrower and depositor continuity risk, by wealth management and advisory firms navigating concentrated business-owner exposure, and by transaction advisory and investment banking groups assessing exit readiness, deal timing, and execution risk. In addition, IQExit™ provides valuable insight for academic and economic development institutions working to understand regional transition dynamics and the downstream impacts on local businesses and capital retention.
For these users, IQExit™ reframes exit readiness from a reactive, event-driven discussion into a proactive, data-informed discipline that supports stronger decisions, earlier intervention, and more resilient long-term outcomes.
Business exits are not merely personal milestones - they are material economic events. As ownership and wealth transfer across generations, value is often created, preserved, or lost at the point of transition. Markets with high concentrations of unprepared exits face increased exposure to disruption, forced transactions, consolidation, and the leakage of capital out of otherwise healthy enterprises.
IQExit™ positions exit readiness as a measurable economic signal - one that can be identified early, tracked over time, and addressed strategically. This enables institutions to engage sooner, deploy advisory and risk resources more precisely, and reduce avoidable value erosion before transition-related events are forced by circumstance.
IQExit™ is built on rigorous analytics, real-world advisory experience, and a practical understanding of how businesses perform under stress and transition. The platform is designed to complement - not replace - professional judgment by introducing structure, visibility, and a shared analytical framework around exit readiness.
We believe durable outcomes are driven by disciplined intelligence. By clarifying when and how ownership transitions are likely to occur, IQExit™ helps institutions safeguard enterprise value, manage transition-related risk, and support long-term stability in an economy defined by generational change.
