AI-powered
AI-powered
succession planning
for small businesses
for small businesses
End‑to‑end AI agents to sell small businesses more efficiently.
We get businesses ready for sale and provide buyer matching in one private workspace.
AI-powered
succession planning
for small businesses
End‑to‑end AI agents to sell small businesses more efficiently.
6 million small business owners will retire over the next decade, representing $9 trillion in business assets changing hands.
6 million small business owners will retire over the next decade, representing $9 trillion in business assets changing hands.
The Problem
The Problem
The Problem
Traditional solutions aren't built for the coming tsunami.
High brokerage fees
High brokerage fees
High brokerage fees
8 - 12%
8 - 12%
Commission fee taken by business brokers
Commission fee taken by business brokers
Commission fee taken by brokers
Low closure rate
Low closure rate
Low closure rate
70%
70%
Businesses never ends up selling
Businesses never end up selling
Businesses never end up selling
Time wasted
Time wasted
Time wasted
100+ hours
100+ hours
Lost to conversations with uninterested buyers
Lost to conversations with uninterested buyers
Lost to unqualified buyers
The Succession AI Solution
Tailored exit planning, valuation assessment, buyer matching, and more. All in one workspace.
Exit Readiness
Tailored exit plan with a realistic selling timeline from Day 1.
Valuation Analysis
Accurate valuation backed by hundreds of comparable businesses, providing key metrics to improve your valuation.
Voice Agents
Automated voice assistants capture buyer info, field questions and book meetings for you.
24/7 Lead Capture
Voice agents answer every inquiry, capturing contacts and buyer intent.
Automated Inquiries
Handles and transcribes selling questions in real time.
Meeting Scheduling
Sends NDA to qualified buyers, books meetings and updates dashboard.
Deal Tracking
Watch every prospect move from first inquiry through NDA to offer in a single timeline.
The Succession AI Solution
The Succession AI Solution
Tailored exit planning, valuation assessment, buyer matching, and more. All in one workspace.
Exit Readiness
We assess the financial, operational, and personal exit readiness of business owners, providing them tailored exit plan and realistic selling timeline from Day 1.
We assess the financial, operational, and personal exit readiness of business owners. Then we develop a tailored exit plan and realistic selling timeline from Day 1.
Valuation Analysis
Valuation Analysis
Backed by hundreds of comparable businesses, we connect your financial statements to calculate an accurate business valuation and review key metrics to improve your valuation.
Voice Agents
Voice Agents
Automated voice assistants to capture buyer info, field questions and book meetings for you.
Automated voice assistants to capture buyer info, field questions and book meetings for you.
24/7 Lead Capture
Agent that sources buyers for sellers, detailing buying preferences and intent.
Automated Inquiries
Handles selling questions in real time and auto-fills key fields from business listings.
Meeting Scheduling
Sends NDA to qualified buyers, books meetings and updates buyer dashboard.
24/7 Lead Capture
Tailored voice agents answer every inquiry, capturing contact details and buyer intent.
Automated Inquiries
Handles selling questions in real time and auto-fills key fields from the transcript.
Meeting Scheduling
Sends NDA to qualified buyers, books meetings and updates buyer dashboard.
Deal Tracking
Watch every prospect move from first inquiry through NDA to offer in a single timeline while live counters show inquiries, meetings, and offers.
Watch every prospect move from first inquiry through NDA to offer in a single timeline while live counters show inquiries, meetings, and offers.
From valuation, dataroom preparation to matching and tracking qualified buyers, Succession AI guides business sellers through every stage of the exit.
From valuation, dataroom preparation to matching and tracking qualified buyers, Succession AI guides business sellers through every stage of the exit.
Measured outcome owners can count on
Measured outcome owners can count on
Lower fees, quicker deals, less hassle.
Succession AI
Succession AI
3%
Success Fee
3%
Success Fee
60 Days
Avg. Time to Offer
60 Days
Avg. Time to Offer
<10
Owner Call Hours
<10
Owner Call Hours
Traditional Brokers
Traditional Brokers
8-12%
Success Fee
8-12%
Success Fee
180 Days
Avg. Time to Offer
180 Days
Avg. Time to Offer
100+
Owner Call Hours
100+
Owner Call Hours
Our Team
Our Team
Advised by experts with 45+ years of combined M&A and Succession Advisory experience.
Advised by experts with 45+ years of M&A and succession advisory experience.
Advisors
Advisors
Peter Hwang
Peter Hwang
Managing Partner of
Alyst Ventures
Managing Partner of
Alyst Ventures
Peter Hwang
Managing Partner of
Alyst Ventures
Kelsey MacAulay
Kelsey MacAulay
Certified Exit Planning
Advisor for 20+ years
Certified Exit Planning
Advisor for 20+ years
Kelsey MacAulay
Certified Exit Planning
Advisor for 20+ years
Wendy Brookhouse
Wendy Brookhouse
Certified Financial Planner
for 25+ years
Certified Financial Planner
for 25+ years
Wendy Brookhouse
Certified Financial Planner
for 25+ years
Our Team’s Background
Our Team’s Background
Our collective experience comes from top companies across leading industries.
Our collective experience comes from top companies across leading industries.
