Voice-powered knowledge capture for retiring business owners

Every single day, 10,000 baby boomers step into retirement. A significant number of them own businesses that operate on unwritten expertise — three decades of operational intuition embedded in routines, personal connections, and gut-level decision-making. When those owners finally sell, the buyer walks away with the physical assets, the financials, and the property. But the irreplaceable knowledge that keeps everything functioning leaves with the person who built it. Succession pulls that knowledge out of the owner's head through structured dialogue. The owner simply talks about how things actually work. AI handles the transcription, organization, and formatting of those conversations, producing a comprehensive handover document that spans customers, operations, vendors, and finances. The process takes three to five sessions across two weeks. What emerges is the operational playbook the business never created, constructed entirely from the words of the person who lived it. With each interview conducted, Succession gets smarter about what buyers probe during due diligence, continuously refining its question sequences by industry. At its core, the app leverages voice transcription and AI to sort and structure answers into defined sections. Dedicated question tracks for manufacturing, retail, and service businesses ensure each interview stays on point. The ideal first partners are five brokers who've already watched deals fall apart because of knowledge gaps. They introduce the owners, sessions are recorded, and the resulting documents end up in front of actual buyers. The metric that counts: do due diligence questions decrease after the buyer reviews the material? Owners are charged $97 per month throughout their transition period, plus $1,500 for the full knowledge extraction. Brokers pay $200 per transaction to access the handover documentation. It only takes one broker seeing a stalled deal finally close after a buyer reads the document — and every future listing flows through the platform. Question tracks get sharper within each vertical over time, and the system identifies which missing information torpedoes deals before anyone even raises the issue in diligence. The owner invested thirty years mastering how the business operates. Succession distills all of it in five conversations.

What you get with the full dossier