Prep less.Advise more.

The skills behind ELLA, extracted for the AI assistant you already use. Readiness intake, valuation prep, risk breakdown, and meeting prep. You review the work.

Buy for $99 Read a skill first

Launch price: $99 through v1. $159 after.

ella / skills / meeting-workflow / SKILL.mdFull skill

Discovery meeting prep

For first meetings with prospective or new clients, focus on:

Research before the meeting:

Business basics: industry, approximate size, years in operation
Owner basics: age, tenure, family involvement
Referral source context: what does the referrer know about the situation?
Public information: Google the business and owner

Discovery questions framework:

Opening (establish rapport and set expectations):

"Tell me about the business: how did you get started, and how has it evolved?"
"What made you reach out now?"

Exit motivation and timeline:

"When you think about the future, what do you see?"
"Is there a specific timeline or triggering event in mind?"
"What would a successful exit look like for you?"

Business situation:

"Walk me through how the business operates day-to-day."
"Who are the key people, and what happens if any of t

Read the meeting prep skill

Elevate your impact.

Work you can defend

Every output follows the same steps and checks, so you can show an owner how you got there.

The same bar on every engagement

The tenth readiness intake follows the method of the first. Nothing important gets skipped when the week gets busy.

Updated as AI shifts

Models improve every few months. We revise the skills to match, and every version lands in your library.

Built for ELLA. Extracted for you.

These skills are how ELLA's agents do exit planning work. Inside the platform, they run on the client's files, the engagement's history, and the whole team's notes. We took out everything that depends on the platform and kept the method: the steps, the checks, and the shape of the result.

01
Inside ELLA
The skill runs on the full engagement: the client's files, its history, and the team's work.
02
Extracted
We remove the platform: no client data, no workspace, no memory. The method stays.
03
In your assistant
You describe the situation and the skill supplies the method. You decide, and you can edit any step.

Four stages. One engagement.

Seven skills extracted from ELLA, one for each stage of the work. Each stage sets up the next conversation with the owner.

Understand the owner

Readiness Assessment

Owner and business readiness intake, with questionnaires.

Replaces retyping the intake questionnaire into a report.

Meeting Workflow

A prep brief before the meeting, and a summary with next steps after it.

Replaces rereading your notes in the parking lot.

Find what drives value

Valuation Prep

Normalization and add-backs before the valuation conversation.

Replaces the add-back spreadsheet you rebuild every engagement.

Value Driver Assessment

Scores the owner's value drivers in the framework you already use.

Replaces scoring value drivers from memory.

Build the plan

Risk Breakdown

Each risk, the reasoning behind it, and a recommendation you can defend.

Replaces the risk section you write the night before.

Business Factor Triage

Sorts findings into Removing Risks, Preparing for Transition, and Growing the Business.

Replaces the sticky-note sort on the conference room wall.

Action Planning Soon

Get to the table

Deal Documentation Soon

Plus an orchestrator. Tell your assistant an owner wants out "in three years, maybe," and it lays out which skills to run, in order.

The method travels. Client files belong in ELLA.

Every skill ELLA runs sits on one side or the other. In your AI assistant, skills work from how you describe a situation, the way you'd brief a colleague. In ELLA, they work from the client's files.

Your AI assistant

Works from how you describe it

Methods, checklists, and outputs
Your read of the situation
Hypothetical or de-identified details

In the bundle 7

Orchestrator
Works out where the engagement stands and sequences the right skills.
Ask it
"An owner says he wants out in three years, maybe. Where do we start?"
Readiness Assessment
Owner and business readiness intake, with questionnaires.
Ask it
"Walk me through readiness questions for an owner whose daughter runs operations."
Meeting Workflow
A prep brief before the meeting, and a summary with next steps after it.
Ask it
"Help me debrief my first meeting with a restaurant group owner."
Valuation Prep
Normalization and add-backs before the valuation conversation.
Ask it
"Which add-backs should I ask about when the owner pays his spouse a salary?"
Value Driver Assessment
Scores the owner's value drivers in the framework you already use.
Ask it
"Score this owner's value drivers using the framework I work with."
Risk Breakdown
Each risk, the reasoning behind it, and a recommendation you can defend.
Ask it
"Break down the risks for an HVAC contractor whose owner does all the selling."
Business Factor Triage
Sorts findings into Removing Risks, Preparing for Transition, and Growing the Business.
Ask it
"Sort these findings into what to fix, what to prepare, and what to grow."

Coming 8

New Client Meeting
Prep for a first meeting with a prospect, and a debrief after it.
Ask it
"Prep me for a first meeting with a prospect his CPA referred."
Existing Owner Pre-Meeting
An agenda and talking points for the next meeting with a current client.
Ask it
"Draft an agenda for my quarterly check-in with a current client."
Owner Goals and Readiness
Life after the exit: readiness, spouse alignment, and what the owner needs from the deal.
Ask it
"What should I ask an owner who has never pictured life after the business?"
Revenue Model
Sorts revenue by stream and quality, and what each means for value.
Ask it
"How much of a service contractor's revenue is really recurring?"
Customer Concentration
How much revenue rides on a few customers: the most common value-destroyer in a small business exit.
Ask it
"The top three customers are 45% of revenue. How worried should we be?"
Financial Hygiene
Checks whether the books are clean enough to stand up to a buyer's review.
Ask it
"What would a buyer flag in books kept by a part-time bookkeeper?"
Action Planning
90-day sprints and milestones for the improvement plan.
Ask it
"Turn the top three improvements into a 90-day sprint."
Deal Documentation
Drafts for the teaser, the CIM, and owner letters.
Ask it
"Draft a one-page teaser for a $3M manufacturer."

ELLA

Works from the client's files

Client documents and financials
The engagement's history
The whole exit team's work

A sandboxed workspace for each client, with zero data retention on every model request.

Skills 8

Document Analysis
Reads the documents in a client workspace when a question depends on them.
Ask it
"What do the financials in this workspace say about margins over the last three years?"
Document Extraction
Answers fact-finding questions from the workspace before asking you.
Ask it
"Fill in what you can from the workspace before you ask me anything."
Fact-Finding Review
Shows what's complete, what's missing, and which gaps matter most.
Ask it
"What's still missing, and which gaps matter most?"
Factor Priority Grid
Ranks improvements by effort against impact, so the quick wins surface first.
Ask it
"Which improvements are the quick wins?"
Post-Meeting Synthesis
Turns meeting notes into what changed for the engagement and what to follow up on.
Ask it
"What changed for this engagement after today's meeting?"
Information Gaps
Plans who to ask for each missing piece of information.
Ask it
"Who should I ask about the missing lease terms?"
Buy-Sell Review
Reviews a buy-sell agreement: valuation method, funding, and death and disability provisions.
Ask it
"Does the buy-sell agreement fund a partner's buyout at death?"
Go-to-Market Readiness
Checks whether the business and its materials are ready to take to buyers.
Ask it
"Are we ready to take this business to buyers?"

See how ELLA works

Open a skill to see what it does.

What advisors hand it

Examples, with hypothetical owners.

"I meet a manufacturing owner Thursday who says he wants out in three years. Where do we start?"

Which skills to run first, and what to ask in the first meeting.

"Draft an agenda for a first meeting with an owner who hasn't thought about succession."

A one-page agenda that surfaces readiness without spooking the owner.

"Walk me through the readiness questions for an owner whose daughter runs operations."

The readiness intake, adjusted for a family successor.

Read one first.

The meeting prep skill, start to finish. Every skill follows the same shape.

Read the meeting prep skill

Four steps.

Buy once.A link to your library arrives by email, usually within a minute.
Add the skills to your assistant.Download them and follow the one-page setup guide.
Ask for the work.The right skill loads when the task calls for it. You review every output.
Get every new version.New versions land in your library at no extra cost.

Install it in minutes.

Watch how to add the skills to your assistant and hand it the first request.

Installing and using ELLA skills

Video coming soon

ELLA Advisor Skills Library

$99

$99 launch price through v1. $159 after.

Every future version included, v2 too.

Less than one billable hour.

Your library link goes to the email you use at checkout.

Skills carry the method. ELLA holds the engagement.

On their own, these skills make one advisor faster in one chat. Back inside ELLA, the same skills work from everything the engagement knows, for the whole exit team: partners, the owner's CPA and attorney. Each client gets a sandboxed workspace, and every model request runs under zero data retention: the provider keeps neither the prompt nor the reply, and doesn't train on either. We enforce it in code, not in a setting. And your firm's method runs across every engagement, not ours.