Let’s Co-Create the Future of Exit Planning

You don't need another rigid playbook.

You need a tool that adapts—to your process, your clients, and the legacy you’re helping shape.

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.

Swing by Booth #33 or catch us after the session.

We’d love to hear how you work—and learn how we can build for it.

Want early access?

We're offering early access to advisors from the 2025 EPI Summit. Tell us a bit about yourself and we'll get in touch.