How StartSmart Works

StartSmart turns your answers into clear financial projections automatically — no spreadsheets, formulas, or financial expertise required.

Financial Modeling Based on Your Inputs

StartSmart asks a small set of guided questions about your business idea — such as pricing, expected demand, costs, and timing. Based on your responses, it automatically models expenses, revenue, cash flow, profitability, and break-even timing.

Built-In Logic to Handle the Math

Behind the scenes, StartSmart handles all calculations and financial logic for you. It applies structured financial modeling techniques to translate your inputs into clear, consistent projections you can actually understand.

Clear Outputs You Can Use to Decide

The result is a clear financial picture that shows whether a business idea can realistically make money, how long it may take to break even, and what level of investment is required — so you can decide whether to move forward with confidence.

The must-have tool for small business owners aiming to sell for maximum profit

Uncover the true value of your business with our user-friendly software, designed to help small business owners accurately assess their company’s worth and provide compelling proof to buyers, ensuring the highest possible sale price.
With automated reports, dynamic scenario analysis, and professional-quality insights, you can confidently navigate the selling process, build trust with potential buyers, and negotiate for top dollar—all without the expense of hiring costly M&A experts or paying hefty commissions.

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01.

Easy to Use

ExitSmart empowers anyone, regardless of financial expertise, to confidently evaluate their business’s worth without the need to pay for the services of expensive M&A experts.

02.

Reliable, Bias-Free Valuations

Benefit from proven valuation methodologies and advanced statistical algorithms designed specifically for small businesses, minimizing the risk of human error or bias in the valuation process..

03.

Comprehensive What-If Analysis

Run multiple “what-if” scenarios, helping you understand how different factors (like market conditions or changes in revenue) could impact your business’s value.

04.

Track Value Changes

Understand how your business’s value has changed over time with our historical value tracking feature. Analyze past valuation trends and pinpoint key factors that drove growth or caused declines, empowering you with insights to guide future decisions.

05.

Collaborate seamlessly

Assemble a team and extend invitations to partners, investors, and key personnel to join your project, facilitating global collaboration on your valuation from any location.

06.

Valuation Reports On-Demand

Receive detailed valuation reports delivered straight to your inbox on your schedule—monthly, quarterly, or yearly—providing an in-depth analysis of your business’s worth. Generate customized reports designed to provide compelling proof to buyers or stakeholders, empowering you to communicate your business’s value effectively with data-backed insights for negotiations or presentations.

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StartSmart FAQs

Answers to common questions about how StartSmart works and what you can expect.

How do you compare against other financial planning & analysis (FP&A) software?

RunSmart is built specifically for small business owners who need a clear understanding of where their business stands today and how decisions will shape what comes next. While many FP&A platforms emphasize dashboards and complex configuration, RunSmart focuses on turning your QuickBooks data into practical financial intelligence you can act on.

It continuously analyzes historical performance, highlights meaningful financial shifts, and provides a clear view of your current financial health across profitability, cash flow, and growth. At the same time, it generates forward-looking forecasts that help you evaluate the financial impact of hiring, pricing changes, borrowing, or expansion before committing capital.

The result is a platform designed to help you understand your business today, plan confidently for tomorrow, and make informed decisions without the overhead of traditional enterprise tools.

Do I need a strong background in finance to use RunSmart?

Not at all. RunSmart is designed to be easy to use. We handle all calculations and generate forecasts automatically so you don’t have to. That said, to deliver reliable results, your books need to be clean, up to date, and properly categorized every month. If you’re unsure about your bookkeeping quality, we recommend working with a professional bookkeeper first to get things in order.

What makes RunSmart’s forecasts more reliable than other tools?

RunSmart’s forecasts are built to support real business decisions, not just generate projections. Instead of relying on simplified assumptions, RunSmart uses advanced statistical models that account for seasonality, long term trends, and volatility in your historical QuickBooks data.

By continuously analyzing performance patterns and financial shifts, RunSmart produces rolling forecasts that reflect how your business actually behaves. The result is forward looking projections you can confidently use to evaluate hiring, pricing, borrowing, and growth decisions.

My small business has been operational for less than 2 years; can I still use RunSmart?

To ensure reliable forecasts, we require a minimum of 2 consecutive years of historical financial data in your QuickBooks Online account to use RunSmart. Anything less than 2 years does not provide enough data to identify seasonal patterns or trends effectively.

Does RunSmart support consolidations or class tracking for budgeting?

No. RunSmart is intentionally designed for single-entity businesses and does not support consolidating multiple companies or budgeting by class.

In many small businesses, consolidating financial data or budgeting across multiple classes can make it harder to clearly identify where issues are developing. RunSmart focuses on analyzing each business independently so trends, risks, and performance changes are easier to detect and address.

These types of consolidation and class-level budgeting tools are typically designed for large finance teams managing complex corporate structures. RunSmart instead prioritizes clear forecasts, financial diagnostics, and decision insights that small business owners and advisors can quickly understand and act on—without the added complexity of enterprise finance features.

I don’t use QuickBooks Online for my small business. Can I still use RunSmart?

At this time, we currently only support an integration with QuickBooks Online.

Real insights. Real decisions.

"What impressed me most is how easy it is. I don't have to build complex models again."
Brad Kingsford
CPA
"I can scan my entire client base and quickly spot where margins are projected to tighten without digging into each set of financials."
Ashley Chen
CPA
"I’m not building models or digging through reports anymore—it’s already laid out for me."
Brian O’Connor
CFO
"I don’t have to rebuild models just to answer basic ‘what happens if this changes’ questions."
Samantha Lee
Bookkeeper
"I save a ton of time on monthly reviews now. Most of the work is already done when I log in."
Daniel Brooks
Accounting Firm Owner
"It’s straightforward and easy to use. I didn’t have to spend time figuring things out."
Michael Patel
Small Business Owner
"Portfolio View is probably my favorite part. I can quickly see what’s going on across all my clients."
Misty Callen
Senior Advisor
"The forecasting alone is a game changer. I don't have to build or model anything manually and its so much more reliable then what I've seen from others."
Kassi Ramirez
Fractional CFO

Prepare for Your Future Exit

Join the ExitSmart waitlist to get early access to a platform designed to help business owners plan ahead and maximize business value before a future transition or sale.

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