Why we're building ELLA
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ELLA is the digital workbench for trusted advisors helping small business owners navigate the most important transition of their lives. With intuitive and engaging tools to discover and illustrate value, ELLA lets you and your clients build a plan, take action, and see real results at every stage of the exit journey.
Advising can be chaos. We've lived it.
Tools that give you time back
Fact Finding
Invite the entire team to participate in the discovery gate.
Fact Finding provides a collaborative space to capture notes, documents, and discovery questions. All connected to the rest of ELLA.
Sensemaking
Surface quality insights to shorten the pen to insight cycle
Sensemaking is our take on AI. Secure, private, and connected to all the context from fact finding. Turn your business' data into quality, actionable insights.
Deliverables
Collaborate on deliverables that are contextual and connected
We believe it should be easy for exit team members to create simple, unique deliverables that effortlessly incorporate fact finding and sensemaking data.
Exit planning, leveled up.
From first conversations to final deliverables, ELLA brings clarity, structure, and trust to the exit planning process. ELLA provides tools that reflect how exit planning actually works—with nuance, collaboration, and a human touch.
While others start with their own templates and playbooks, we started with conversations. Where do advisors get stuck? What overwhelms owners? We stripped everything back and approached the problem with one goal: make uncovering insights easier.
ELLA allows me to create more revenue opportunities. I’m able to create more of a consulting relationship where it leads to more business.
Kevin
VFM
We designed ELLA hand-in-hand with Certified Exit Planning Advisors (CEPAs) and advisors to ensure it’s built for the realities of advisory work.
Built to be adaptable to the advisor's workflow, ELLA helps you identify value gaps, create clear strategies, and foster deeper trust with every client interaction.
A Better Way to Work With Busy Business Owners
Executing a successful exit is one of the greatest challenges that an established small business owner will face. Yet, most of their time end up working “in” rather than “on” the business, leaving little time to plan for the future.
ELLA's user-friendly tools simplify collaboration for busy business owners. As an advisor, you’ll be able to help hardworking SBOs exit successfully while they continue to build their legacy.
We're different for many reasons, but the biggest reason are the principles that serve as the bedrock of our experience.
Everything that that we do, the roadmap we're building from, and the way that we we operate as a company all comes back to four key experience principles.
Actionable Illumination
Inspire confidence by proactively surfacing education that promotes business owners' understanding of and ability to navigate the
end-to-end process.
Effortless Orchestration
Facilitate collaboration and coordination among all parties involved; giving everyone visibility into their progress, goals, and responsibilities at all times.
Malleable Guidance
Embrace the idiosyncrasies that are inherent in the uniqueness of each party's situation and adapt the expert guidance delivered by our service to these unique needs.
Do Right
Err on the side of transparency in goals, intentions, and processes every step of the way. Create space for discretion, treat customers (and their data) with respect, and grant grace in light of missteps.
We know trust is earned—and essential when you're the steward of your clients' most valuable asset. That’s why ELLA is built with a security-first mindset, grounded in transparency and respect for your data and your clients' data.
Secure by Design
We design our systems and processes in alignment with leading security frameworks. Our practices are informed by these standards to ensure robust security, access control, and data protection.
All data on ELLA is encrypted in transit and at rest. We use modern SOC2/II compliant infrastructure providers like Vercel and Cloudflare. Strict access controls, internal policies, and multi-factor authentication (MFA) safeguard your information within our company.
Your data, always
When advisors use ELLA to support their clients, they remain in control. Only those you explicitly invite can access your organization or client workbenches. We don’t share your business information without your permission.
Privacy Built-In
We follow U.S. state privacy laws and align with international standards like GDPR. Users can export or delete their data at any time. ELLA never sells your data, and only processes it to provide the services you’ve signed up for.
Simple. Flexible. Made for Impact.
Streamline the value-building journey for your clients with ella. From onboarding to final deal prep, our digital workbench provides a place for all the moving parts and the tools to put them together.
Join our early access list to be one of the first in the door.
