For succession buyouts
The founder retires. The judgement stays.
In a succession deal the exit date is known from day one. Use the transition to move decades of know-how into the company, not into a long consulting contract.
Book a call
When to start
The retirement date is known. Use every month before it.
Most of what matters is never written down. It comes out in real calls and real problems, so the capture has to run while the founder is still at work.
What changes
Succession buyouts, with the baton in hand.
Shorter consulting agreements
With the know-how captured early, the founder's paid overlap can shrink from years to months.
Make the handover measurable
Tie part of the transition agreement to coverage you can see, area by area, every month.
Keep customers calm
The team answers the way the founder would, so key accounts don't notice the change of hands.
Built for how you work
Founder-friendly
About 15 minutes a day of short questions, answered by voice note.
Part of the deal
Built into the transition plan, not bolted on after closing.
Stays with the company
The knowledge belongs to the business and goes with it if you sell.
Grab the baton.
Planning a succession deal? Thirty minutes to map who holds the know-how and how to keep it.
Pick a time that suits you. 30 minutes on video.