How it works

From a private workspace
to the right buyer.

Follow an owner, a buyer and an advisor through CapXchange, one step at a time.

OwnerBuyerAdvisor

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  1. 01 / 09Owner

    Start private.

    Your workspace is off the market by default. Buyers cannot see your business until you decide to switch on a profile.

  2. 02 / 09Owner

    Know where you stand.

    The Exit Value Index scores your business from 300 to 850 and shows whether it is moving in the right direction, quarter by quarter.

  3. 03 / 09Owner

    Do the work that moves it.

    A preparation roadmap turns gaps into tasks: reconcile revenue to cash, document adjustments, plan the owner transition. Your advisor works the same list with you.

  4. 04 / 09Owner

    Switch on a blind profile.

    When you are ready, buyers see an anonymous teaser with the ranges you choose. Your name, documents and exact location stay hidden.

  5. 05 / 09Buyer

    Buyers find you without knowing who you are.

    Buyers browse anonymous profiles that fit their criteria and save the ones worth a closer look.

  6. 06 / 09Buyer

    They ask, with a reason.

    A buyer requests an introduction and explains the fit: their approach, their experience and their timing.

  7. 07 / 09Owner

    You approve every disclosure.

    Review the buyer first. Then choose exactly what to share, from summary figures to your identity, or decline without giving a reason.

  8. 08 / 09Owner

    Never miss a serious buyer.

    Get an email or a text when a buyer is interested or your score changes. Texts never include your company name or your figures.

  9. 09 / 09Advisor

    Bring your own team.

    Invite your M&A advisor, CPA and attorney into the workspace, or find one here. There are no automatic referrals.

Three sides. One workspace.

Everyone works from the same documented record, and the owner controls what anyone else can see.

Owner

Owners

Prepare in private, track your Exit Value Index, and decide if and when buyers see a blind profile.

Buyer

Buyers

Browse anonymous profiles that fit your criteria and request introductions that owners actually read.

Advisor

Advisors

Prepare clients years before a sale and run their process in one shared workspace.

See where your business stands.

Create a free account, set up your private workspace and get your Exit Value Index.

Create your free account