Company lists · Data refreshed September 2026
Top 25 Exit planning software providers worldwide
RevenueBase identified 690 company matches for exit planning software providers worldwide as of September 2026 and tracks 2,204 professional contacts across them, including 729 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for exit planning software providers worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026. Country and city lists for exit planning software providers follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest exit planning software providers worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 129 contacts → | ||||
Exact match “Axial streamlines the exit preparation process for business owners by making it easy for them to confidentially research, connect and transact with top-rated M&A advisors and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 77 contacts → | ||||
Exact match “Exit planning isn’t just about selling a business; it’s about building something with more value and long-lasting.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 63 contacts → | ||||
Exact match “Value Builder offers an assessment tool that has helped our advisors start strategic conversations with more than business owners.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 60 contacts → | ||||
Exact match “Hi, I’m Nate!” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 36 contacts → | ||||
Exact match “We advise business owners through one of the most important moments of their lives – the sale of their company.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 31 contacts → | ||||
Exact match “Succession Plus is a boutique consulting and advisory firm for mid-market businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 30 contacts → | ||||
Exact match “NAVIX helps business owners navigate and achieve happy exits.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 25 contacts → | ||||
Exact match “Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 24 contacts → | ||||
Exact match “Entrepreneurs Hub helps business owners to achieve their goals and realise the value of their life's work.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 19 contacts → | ||||
Exact match “Quest is an independent business advisory firm helping owners prepare for transitions and achieve liquidity goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 18 contacts → | ||||
Exact match “At Exit Advisory Group, our mission is to empower business owners with the tools and strategies they need to navigate the complexities of business transitions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 18 contacts → | ||||
Exact match “You’ve spent a lifetime creating a thriving business through careful attention, hard work, and dedication; a business that has fulfilled your dreams, supported your family, and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 18 contacts → | ||||
Exact match “Optionality is an AI platform built to help entrepreneurs understand their true value, plan their exit, and navigate the biggest transaction of their life, long before they ever…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 18 contacts → | ||||
Exact match “Securing Legacies Since 1974, Robbinex understands the complexities of buying a business and selling a business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 17 contacts → | ||||
Exact match “Growing a business takes vision.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 16 contacts → | ||||
Exact match “Raincatcher is a national business brokerage and M&A firm specializing in small and mid-market companies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 14 contacts → | ||||
Exact match “The team at Lion Business Advisors are trusted mergers and acquisition specialists who put their client’s needs first.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 14 contacts → | ||||
Exact match “We make exit planning simple.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 14 contacts → | ||||
Exact match “Euro-Phoenix specializes in helping owners of mid-sized companies plan and successfully execute equity-related transactions, and all forms of full and partial exit- such as…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 13 contacts → | ||||
Exact match “Capitaliz is the authoritative tool to identify, protect, maximize and extract the $14 trillion of business value to be transferred in the next 10 years.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 13 contacts → | ||||
Exact match “The future of your business can be overwhelming.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 12 contacts → | ||||
Exact match “CreoValo partners with wealth advisors to help business owners understand their strategic alternatives with clarity and confidence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 12 contacts → | ||||
Exact match “Erben Associates is a financial planning firm focused on exit and succession planning for business owners and high-net-worth individuals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 12 contacts → | ||||
Exact match “Exit Equity represents owners of privately-held companies in the confidential acquisition or divestiture of their company, including recapitalization for growth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 12 contacts → | ||||
Exact match “Trusted experts in helping business owners achieve their goals and aspirations, CMC Business Advisers is at the forefront of small and medium size business growth and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “exit planning software providers”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 690 exit planning software providers worldwide
See the full list, filter by size, metro and specialty, and access 729 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Exit planning software providers worldwide at a glance
As of Sep 28, 2026Companies by employee count
Email recency is reported on each country list linked below.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- Coverage
- Every country. Country and city lists for exit planning software providers are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “exit planning software providers” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 729 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Exit planning software providers by location
4 lists · largest firstEvery Exit planning software providers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “exit planning software providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many exit planning software providers are there worldwide?
RevenueBase identified 690 company matches for exit planning software providers worldwide as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
AXIAL tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most exit planning software providers?
The United States leads with 354 companies, followed by the United Kingdom (61) and Canada (49). Every exit planning software providers list by country and city is linked on this page.
Which city has the most exit planning software providers?
London leads with 22 company records, followed by Atlanta (16) and Denver (13).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 729 professional contacts with verified work emails tracked across these 690 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 690 exit planning software providers worldwide. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
Company intelligence · public preview
Top 25 exit planning software providers worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 690 matching company records for exit planning software providers worldwide, with 2,204 tracked contacts and 729 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 exit planning software providers worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | AXIALaxial.net HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 129 contacts → |
“Axial streamlines the exit preparation process for business owners by making it easy for them to confidentially research, connect and transact with top-rated M&A advisors and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Exit Planning Instituteexit-planning-institute.org HQ: Westlake, OH, United StatesReported employees: 11-50 | Westlake, OH, United States | 11-50 | Exact match | 77 contacts → |
“Exit planning isn’t just about selling a business; it’s about building something with more value and long-lasting.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | The Value Builder Systemvaluebuilder.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 63 contacts → |
“Value Builder offers an assessment tool that has helped our advisors start strategic conversations with more than business owners.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Sellerplexsellerplex.com HQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 60 contacts → |
“Hi, I’m Nate!” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 36 contacts → |
“We advise business owners through one of the most important moments of their lives – the sale of their company.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 31 contacts → |
“Succession Plus is a boutique consulting and advisory firm for mid-market businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Navix Consultantsnavixconsultants.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 30 contacts → |
“NAVIX helps business owners navigate and achieve happy exits.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 25 contacts → |
“Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Entrepreneurs HUB Limitedentrepreneurshub.co.uk HQ: Basingstoke, United KingdomReported employees: 11-50 | Basingstoke, United Kingdom | 11-50 | Exact match | 24 contacts → |
“Entrepreneurs Hub helps business owners to achieve their goals and realise the value of their life's work.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | QUESTquestnow.net HQ: Davidson, NC, United StatesReported employees: 11-50 | Davidson, NC, United States | 11-50 | Exact match | 19 contacts → |
“Quest is an independent business advisory firm helping owners prepare for transitions and achieve liquidity goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 18 contacts → |
“At Exit Advisory Group, our mission is to empower business owners with the tools and strategies they need to navigate the complexities of business transitions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Touchstone Advisorstouchstoneadvisors.com HQ: Clinton, CT, United StatesReported employees: 11-50 | Clinton, CT, United States | 11-50 | Exact match | 18 contacts → |
“You’ve spent a lifetime creating a thriving business through careful attention, hard work, and dedication; a business that has fulfilled your dreams, supported your family, and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Optionalityoptionality.ai HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 18 contacts → |
“Optionality is an AI platform built to help entrepreneurs understand their true value, plan their exit, and navigate the biggest transaction of their life, long before they ever…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Grimsby, ON, CanadaReported employees: 11-50 | Grimsby, ON, Canada | 11-50 | Exact match | 18 contacts → |
“Securing Legacies Since 1974, Robbinex understands the complexities of buying a business and selling a business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 17 contacts → |
“Growing a business takes vision.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 16 contacts → |
“Raincatcher is a national business brokerage and M&A firm specializing in small and mid-market companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 14 contacts → |
“The team at Lion Business Advisors are trusted mergers and acquisition specialists who put their client’s needs first.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Maus Softwaremaus.com HQ: Land O' Lakes, FL, United StatesReported employees: 11-50 | Land O' Lakes, FL, United States | 11-50 | Exact match | 14 contacts → |
“We make exit planning simple.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: London, United StatesReported employees: 11-50 | London, United States | 11-50 | Exact match | 14 contacts → |
“Euro-Phoenix specializes in helping owners of mid-sized companies plan and successfully execute equity-related transactions, and all forms of full and partial exit- such as…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Capitalizcapitaliz.com HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 13 contacts → |
“Capitaliz is the authoritative tool to identify, protect, maximize and extract the $14 trillion of business value to be transferred in the next 10 years.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Trep Advisorstrepadvisors.com HQ: Melbourne, FL, United StatesReported employees: 1-10 | Melbourne, FL, United States | 1-10 | Exact match | 13 contacts → |
“The future of your business can be overwhelming.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Creovalocreovalo.com HQ: Austin, MI, United StatesReported employees: 11-50 | Austin, MI, United States | 11-50 | Exact match | 12 contacts → |
“CreoValo partners with wealth advisors to help business owners understand their strategic alternatives with clarity and confidence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 12 contacts → |
“Erben Associates is a financial planning firm focused on exit and succession planning for business owners and high-net-worth individuals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Exit Equityexitequity.com HQ: Edmonds, WA, United StatesReported employees: 11-50 | Edmonds, WA, United States | 11-50 | Exact match | 12 contacts → |
“Exit Equity represents owners of privately-held companies in the confidential acquisition or divestiture of their company, including recapitalization for growth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | CMC Business Adviserscmcbusinessadvisers.co.uk HQ: Eastbury, United KingdomReported employees: 11-50 | Eastbury, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Trusted experts in helping business owners achieve their goals and aspirations, CMC Business Advisers is at the forefront of small and medium size business growth and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 690 company matches
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Exit planning software providers: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
687 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 690 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Exit planning software providers by location
4 lists · largest firstEvery Exit planning software providers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for exit planning software providers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many exit planning software providers did RevenueBase find worldwide?
The saved snapshot records 690 matching company records, 2,204 tracked contacts and 729 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 exit planning software providers worldwide. Snapshot: September 28, 2026. https://revenuebase.ai/companies/browse/exit-planning-software-providers.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 exit planning software providers worldwide
RevenueBase records 690 matching company records for exit planning software providers worldwide, with 2,204 tracked contacts and 729 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 exit planning software providers worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | AXIALaxial.net HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 129 contacts → |
“Axial streamlines the exit preparation process for business owners by making it easy for them to confidentially research, connect and transact with top-rated M&A advisors and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Exit Planning Instituteexit-planning-institute.org HQ: Westlake, OH, United StatesReported employees: 11-50 | Westlake, OH, United States | 11-50 | Exact match | 77 contacts → |
“Exit planning isn’t just about selling a business; it’s about building something with more value and long-lasting.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | The Value Builder Systemvaluebuilder.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 63 contacts → |
“Value Builder offers an assessment tool that has helped our advisors start strategic conversations with more than business owners.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Sellerplexsellerplex.com HQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 60 contacts → |
“Hi, I’m Nate!” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 36 contacts → |
“We advise business owners through one of the most important moments of their lives – the sale of their company.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 31 contacts → |
“Succession Plus is a boutique consulting and advisory firm for mid-market businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Navix Consultantsnavixconsultants.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 30 contacts → |
“NAVIX helps business owners navigate and achieve happy exits.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 25 contacts → |
“Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Entrepreneurs HUB Limitedentrepreneurshub.co.uk HQ: Basingstoke, United KingdomReported employees: 11-50 | Basingstoke, United Kingdom | 11-50 | Exact match | 24 contacts → |
“Entrepreneurs Hub helps business owners to achieve their goals and realise the value of their life's work.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | QUESTquestnow.net HQ: Davidson, NC, United StatesReported employees: 11-50 | Davidson, NC, United States | 11-50 | Exact match | 19 contacts → |
“Quest is an independent business advisory firm helping owners prepare for transitions and achieve liquidity goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 18 contacts → |
“At Exit Advisory Group, our mission is to empower business owners with the tools and strategies they need to navigate the complexities of business transitions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Touchstone Advisorstouchstoneadvisors.com HQ: Clinton, CT, United StatesReported employees: 11-50 | Clinton, CT, United States | 11-50 | Exact match | 18 contacts → |
“You’ve spent a lifetime creating a thriving business through careful attention, hard work, and dedication; a business that has fulfilled your dreams, supported your family, and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Optionalityoptionality.ai HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 18 contacts → |
“Optionality is an AI platform built to help entrepreneurs understand their true value, plan their exit, and navigate the biggest transaction of their life, long before they ever…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Grimsby, ON, CanadaReported employees: 11-50 | Grimsby, ON, Canada | 11-50 | Exact match | 18 contacts → |
“Securing Legacies Since 1974, Robbinex understands the complexities of buying a business and selling a business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 17 contacts → |
“Growing a business takes vision.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 16 contacts → |
“Raincatcher is a national business brokerage and M&A firm specializing in small and mid-market companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 14 contacts → |
“The team at Lion Business Advisors are trusted mergers and acquisition specialists who put their client’s needs first.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Maus Softwaremaus.com HQ: Land O' Lakes, FL, United StatesReported employees: 11-50 | Land O' Lakes, FL, United States | 11-50 | Exact match | 14 contacts → |
“We make exit planning simple.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: London, United StatesReported employees: 11-50 | London, United States | 11-50 | Exact match | 14 contacts → |
“Euro-Phoenix specializes in helping owners of mid-sized companies plan and successfully execute equity-related transactions, and all forms of full and partial exit- such as…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Capitalizcapitaliz.com HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 13 contacts → |
“Capitaliz is the authoritative tool to identify, protect, maximize and extract the $14 trillion of business value to be transferred in the next 10 years.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Trep Advisorstrepadvisors.com HQ: Melbourne, FL, United StatesReported employees: 1-10 | Melbourne, FL, United States | 1-10 | Exact match | 13 contacts → |
“The future of your business can be overwhelming.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Creovalocreovalo.com HQ: Austin, MI, United StatesReported employees: 11-50 | Austin, MI, United States | 11-50 | Exact match | 12 contacts → |
“CreoValo partners with wealth advisors to help business owners understand their strategic alternatives with clarity and confidence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 12 contacts → |
“Erben Associates is a financial planning firm focused on exit and succession planning for business owners and high-net-worth individuals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Exit Equityexitequity.com HQ: Edmonds, WA, United StatesReported employees: 11-50 | Edmonds, WA, United States | 11-50 | Exact match | 12 contacts → |
“Exit Equity represents owners of privately-held companies in the confidential acquisition or divestiture of their company, including recapitalization for growth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | CMC Business Adviserscmcbusinessadvisers.co.uk HQ: Eastbury, United KingdomReported employees: 11-50 | Eastbury, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Trusted experts in helping business owners achieve their goals and aspirations, CMC Business Advisers is at the forefront of small and medium size business growth and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Exit planning software providers: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
687 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 690 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Exit planning software providers by location
4 lists · largest firstEvery Exit planning software providers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for exit planning software providers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many exit planning software providers did RevenueBase find worldwide?
The saved snapshot records 690 matching company records, 2,204 tracked contacts and 729 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 exit planning software providers worldwide. Snapshot: September 28, 2026. https://revenuebase.ai/companies/browse/exit-planning-software-providers.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗