Capture critical knowledge
Use AI-assisted workflows to help document repeatable decisions, service methods, customer handoffs, and operating know-how while people remain available to validate it.
02 / Prepare
Make the business easier to transfer before you test the market.
Use a 12–24 month runway to reduce founder dependence, strengthen continuity, and prepare evidence that can stand up to buyer diligence.
Plan your preparation window
12–24 month exit & continuity strategy
Reduce avoidable risk. Preserve the owner's options.
A preparation plan translates the assessment into manageable projects, with clear ownership and proof of progress.
Strengthen management continuity
Clarify decision rights, backup coverage, customer ownership, and the operating cadence that keeps work moving when a key person is absent.
Address key-person exposure
Coordinate licensed Life & Health key-person insurance and buy-sell funding conversations as part of a broader continuity plan.
Assemble evidence as you go
Track the processes, customer retention, operating measures, and resilience improvements that can support a clear market narrative.
A working sequence
Use the runway
with intention.
The right order depends on the business. This sequence gives owners a way to start, learn, and adjust before buyer conversations begin.
Baseline & prioritize
Assess risk, agree on objectives, and select the few continuity and AI workstreams with the most relevance to buyer questions.
Document & validate
Transfer critical knowledge, test management coverage, and organize operating evidence while there is time to improve it.
Prepare for diligence
Refresh the story, resolve open questions where possible, and align the transaction plan with the owner's next step.