The builder
From the lending desk to the toolkit
Sunny U. Shankar spent more than a decade as a small business banker in the South Bay, working directly with business owners on lending, cash flow and growth decisions. He saw the same pattern again and again: owners walked into the most important financial conversations of their lives without seeing the numbers their lender, buyer or CPA was already looking at.
ExitAdviser is his answer to that gap. It puts the analysis a lender or buyer would run into the owner's hands, shows how every number is reached, and gives Advisers a faster way to do the same work for their clients.
The platform
Every number you need to close the deal
Available
Financing
SBA, business, real estate and seller financing calculators, including debt service coverage and the full SBA capital stack.
In development
Valuation
Income-based and asset-based valuation driven by your financials and tax returns, with market multiples and company-specific discounts layered on top.
In development
Practice finance
Valuation and financing tools built for professional practices, where the numbers behave differently from a typical small business.
In development
Professional services
Valuation software for professional services firms, where value rests on people, client relationships and recurring engagements.
Available
Tax and structure
Entity comparisons across LLC, S Corp and Schedule C, Section 179, and the working capital questions that come up in every deal.
Available
Industry guides
Plain-language guides, templates and articles on how businesses in specific industries are financed, valued and sold.
The Exit Arc
In development
A sale is a sequence, not an event
The Exit Arc is being built to take a seller through the full third-party sale path in six stages, with the tools for each stage in one place.
- Prepare
- Value
- Structure
- Diligence
- Close
- Proceeds
Planning an employee ownership transition instead? The ESOP feasibility calculator covers that path separately.
Who it's for
Owners, and the Advisers beside them
Business owners
See how a buyer will finance your business and what the tax picture looks like, with valuation and sale planning tools on the way.
CPA firms
Run financing and tax analysis for your small business clients today, with valuation and exit analysis to follow as those tools are released.
Business brokers
Model buyer financing for your listings now, with valuation analysis and client-facing PDF reports in development.
How we work
Principles
- You own the analysisWe supply the tools and the platform. The assumptions you enter, and the conclusions you draw from them, remain yours.
- Your data stays yoursAccounts use device-based authentication and SHA-256 hashing, and we do not sell your information.
- Plain languageEvery result comes with the reasoning behind it, not just a number.
Also from Sunny
Other ventures
Beyond ExitAdviser, Sunny's work spans two areas: small business and startups, and SEC filings and securities research.
Company site
SimplifyingCalculation.com
Home of Simplifying Calculation LLC, the Delaware company that owns and operates ExitAdviser.
Founder
SmartvestSecurities.com
A Cupertino, California startup building securities research software on data extracted from SEC filings.
Acquired and rebuilt
FreeEDGAR.com
One of the original free SEC filing sites, founded in 1993. Acquired by Smartvest Securities in 2025 and rebuilt as an independent brand.
Acquired
Investmentpod.com
Acquired by Smartvest Securities in 2025; the home for commercial API access to Smartvest data.
Acquired
iBillionaire.com
A person-centric view of the investors and executives behind the market: institutional holdings, insider trades and executive pay.
Acceptable use
Our animal welfare position
ExitAdviser does not work with businesses whose revenue depends on exploiting animals.
Our test is simple: is the animal the customer, or the commodity?
Welcome
- Veterinary practices and animal hospitals
- Animal shelters and rescues
- Grooming and boarding businesses
Not served
- Animal experimentation and testing
- Breeding or supplying animals for research or medical use
- Slaughter operations
- Rodeo, circuses and animal entertainment
- Racing
- Commercial breeding
- Confinement operations
- Trade in wild or exotic species
Full release Q4 2026
Pricing will be published at release. Business owners who sign up before release receive up to 50% off the published price.