IQExit™ helps wealth management firms identify future business-owner liquidity events, projected wealth transitions, and planning opportunities years before a sale occurs, allowing advisors to deepen relationships, protect future AUM, and create more value for clients long before wealth changes hands.
Request a DemonstrationTHE ADVISOR'S POSITION
A liquidity event 24–60 months out creates an open window—time to deepen the relationship, coordinate planning, and become the natural destination for the proceeds. By closing, much of that opportunity may already be gone.
24–60 months out
Advisor already in the room
At closing
Advisor starts from zero
INSTITUTIONAL VIEW
IQExit™ is a data intelligence company. We structure and surface owner-stated exit intent years before it reaches a CRM, a credit file, or an AUM report — intent the owner has already shared, not intent we infer.
Traditional CRMs, insurance platforms, and financial intelligence providers are not purpose-built to assemble longitudinal, owner-stated exit intent across an institution's business-owner relationships. Most describe what has already happened. IQExit™ is built to surface what may happen next.
$5T
in enterprise value across more than 1 million U.S. small and mid-size businesses that are viable sale candidates by 2035.
McKinsey Institute for Economic Mobility, Feb. 2026
$14T
in total U.S. business wealth transferring by 2035, with 75% of small-to-mid-size owners already planning to exit.
Principal Financial Group, Jan. 13, 2025
“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 Ryan, Founder & CEO, IQExit
WHAT IQEXIT DELIVERS TO YOUR FIRM
Protect and grow future AUM
The advisor who knows a client is approaching a liquidity event 24–60 months out captures the AUM. The one who finds out at closing does not.
Build multi-generational relationships
A business sale begins the most complex wealth engagement your firm will have with that family. IQExit ensures you’re already in place — not introduced at the LOI.
Make every advisor more productive
IQExit doesn’t ask advisors to find new clients. It tells them which existing clients represent the largest future opportunities, and when to engage.
IQExit™ is calibrated to your advisory practice or platform profile. After a session, individual advisors leave with a specific client in mind.
Request a Demonstration