Wealth management and advisory firms help business owners navigate growth, liquidity, and legacy decisions, yet exit readiness is often one of the least visible risks to long-term wealth. IQExit™ provides early, structured insight into exit readiness, allowing advisors to align investment, estate, tax, and insurance strategies with the realities of an eventual transition and deliver more informed, holistic advice.

IQExit™ supports wealth management and advisory firms serving business owners whose personal wealth and legacy are closely tied to a single closely held or family-owned business. By providing a structured, data-driven view of ownership and transition readiness, IQExit™ helps advisors understand where wealth concentration and transition risk truly reside and align planning strategies with how the business actually operates, not just how it appears on paper.

IQExit™ gives wealth management and advisory firms early visibility into exit-related risk and how future ownership transitions may affect liquidity, estate outcomes, and long-term financial plans. By providing a clear, structured view of owner intent and transition readiness, IQExit™ helps advisors coordinate more effectively with clients and planning professionals, improve the timing and quality of recommendations, and align wealth strategies with the real-world dynamics of the business.

As wealth transfers across generations, business transitions play a critical role in shaping liquidity outcomes, legacy goals, and long-term client relationships. IQExit’s Exit Readiness Report™ gives wealth management and advisory firms a practical way to assess whether transition plans are truly executable and aligned with broader financial objectives, supporting more effective multigenerational planning and stronger coordination across advisory teams.