Succession AI Logo
Succession AI Logo

Prepare for your business after you

The Problem

Traditional solutions aren't built for the coming tsunami.

Looming retirement
76%

Of business owners are looking to retire in the next decade

No exit plan
91%

Of owners do not have an exit plan

Failed sales
70%

Of businesses never get sold

How to maximize your sale with Succession AI

1

Exit Readiness Assessment

It's important to know where your business stands before planning for an exit. Our Exit Readiness Assessment helps provide the knowledge of how long it will take to exit and how much we can increase the value of your business.

Financial Documentation
Operations Manual
Management Team
Customer Concentration
Revenue Predictability
Legal & Compliance
Readiness Score
67%
4/6 areas
2

Business Valuation

Succession AI's custom-built Business Valuation Engine analyzes your financial data to provide your business's valuation and future valuation projections.

Instant Valuation

It has never been easier to get an opinion of the value of your business. Get a free valuation today.

Grounded in reality

Connect your bookkeeping software to validate your budget numbers.

Forecast Future Valuation

Continuously project your business value over time, helping you identify the optimal exit window and track progress toward your target sale price.

Current Valuation$0Based on financials
+42%
projected growth
Projected Valuation$0At optimal exit
3

Gap Analysis

Our Gap Analysis reveals the distance between where your business stands today and where it needs to be for an optimal exit.

By identifying both personal and business gaps, you'll gain a clear understanding of the time, capital, and strategic development required to move from your current position to your ideal exit outcome.

Revenue Diversification+35% to target
Current: 45%Target: 80%
Management Independence+55% to target
Current: 30%Target: 85%
Documentation+30% to target
Current: 60%Target: 90%
Financial Health+15% to target
Current: 70%Target: 85%
34%Avg. Gap
18 moEst. Timeline
4

Your Tailored Exit Plan

Your tailored exit plan makes it simple to follow and complete prioritized tasks that will have the greatest impact on your business's valuation.

Our custom AI builds an exit plan designed specifically for you, based on your gap analysis and unique business profile.

Hire operations manager
High Impact+$320K
Document core processes
High Impact+$180K
Diversify customer base
High Impact+$450K
Secure long-term contracts
Medium+$275K
Optimize profit margins
Medium+$210K
Progress2/5 tasks
Potential Value Lift+$1.4M

Ready to maximize your exit?

Get started with a free valuation and see how Succession AI can help you achieve your ideal exit.

Get Your Free Valuation