IQExit™ helps commercial banks identify owner intent, future liquidity events, and generational wealth transfer opportunities years before a transition occurs — enabling stronger client relationships, increased wealth capture, improved retention, and better informed portfolio decisions across the institution.
Request a firm demonstrationTHE INTELLIGENCE GAP
Most banks find out a business owner is selling the same way; a phone call, usually a week or two before closing, asking for payoff amounts on the credit facility. By the time it arrives, the decision was made months ago, the buyer was financed elsewhere, and the wealth manager who will receive the liquidity event is already in place.
TRADITIONAL APPROACH
IQEXIT TRACKS
INSTITUTIONAL VIEW
No CRM, no credit system, no analytics provider has ever assembled longitudinal, owner-stated exit intent data. IQExit™ does.
IQExit is not a broker, an M&A intermediary, or a referral source for buyers. The intelligence stays inside your institution's dashboard - IQExit never connects an owner to a buyer, broker, or competing advisor, and is never compensated by a transaction.
WHAT IQEXIT DELIVERS TO YOUR INSTITUTION
Retain Relationships Through Ownership Transitions
When a business owner sells without your institution’s knowledge, the operating accounts move, the credit facility gets paid down, and the liquidity event flows to whichever wealth manager was already positioned. IQExit closes that gap before it opens.
Capture Wealth Before a Competitor Is in the Room
A business owner with a Projected Deal Range™ of $10M to $20M represents the single largest wealth transfer opportunity your institution may ever have with that client. The bank that identifies it first captures the liquidity event. The bank that finds out at closing funds the transfer to someone else.
Request a working demonstration tailored to your institution. Participants consistently leave with a specific client in mind.
Request a firm demonstration