Solutions What you want to change

When you want the business to be worth more

Make the business worth more without you in it. Move what you know into the company, where buyers, partners and your own team can rely on it.

IN YOUR HEADIN THE BUSINESS

What the research says

49%
of owners of $5M–$100M companies believe their retirement could be at risk without a successful sale1
Cornerstone Business Services, 2025 National Study on Selling Your Business, 2025
70%
of small business owners are in early-stage planning or have no formal succession plan2
JPMorgan Chase, small business succession survey, May 2026
23%
of private and family business owners have a fully documented, implemented succession plan for key executives3
Brown Brothers Harriman, Third Annual Private Business Owner Survey, Oct 2025

Sound familiar?

Value you can't hand over isn't value a buyer will pay for.

  • The business's best relationships are your relationships.
  • Pricing, hiring and big customer calls all come back to you.
  • Nothing about how decisions get made is written down.
  • You'd struggle to take a month off, let alone sell.

Your path

From first conversation to a business that runs better.

  1. Today · free00 · Start

    Start with one decision

    A 30-minute call, or the 20-question Gap Assessment. No pitch, no commitment.

    You getClarity on what to decide first

  2. First 30 days01 · Assess · Active Inquiry

    Find where the value depends on you

    The decisions, relationships and know-how that would leave with you, and what each one is worth.

    You getA map of who really decides what, and where it all routes back to you

  3. Days 30–6002 · Apply · Actionable Insights

    Decide what to transfer first

    The few moves that most reduce owner dependency, in the order a buyer would care about.

    You getA ranked list of what to hand off, and to whom

  4. By day 9003 · Accelerate · Accelerated Impact

    Build it into the business

    Owners, rules and proof, so the company performs the same with or without you.

    You getThe first handoffs made, and holding

  5. Months 3–904 · Automate · Only what has earned it

    Make it durable

    Systems hold what people know, so value survives turnover, growth and a change of owner.

    You getA business you could step away from for a month

Typical timing. Scope follows the complexity of the business, not its revenue.

See the frameworks behind each step →

The research

What businesses sell for, by how much they depend on the owner4

  • Depends on the owner2.9×
  • Runs without the founder3.9×

Value Builder Analytics, via Advisor News, Feb 2026

What changes

A company that is worth more on paper and easier to run in real life.

Decide well. Then scale.

Tell us what's changing. We'll show you what to decide first.

Two ways in. Both free. Neither comes with a pitch.

30 MINUTES · FREE

Talk it through

Bring the one decision that keeps landing on your desk. You'll know in 30 minutes whether we're a fit.

Book a 30-minute call
20 QUESTIONS · FREE

Gap Assessment

See where your AI, processes, people and business are out of alignment, and which gap is costing you the most.

Start the Gap Assessment

Sources

  1. Cornerstone Business Services, 2025 National Study on Selling Your Business, 2025. 750 US owners aged 45–75 of companies with $5M–$100M revenue; Cornerstone is an M&A firm. View source
  2. JPMorgan Chase, small business succession survey, May 2026. About 1,000 US small business owners, March 2026. View source
  3. Brown Brothers Harriman, Third Annual Private Business Owner Survey, Oct 2025. 491 private business owners, July–Aug 2025. View source
  4. Value Builder Analytics, via Advisor News, Feb 2026. Multiple of earnings; vendor data drawn from 80,000+ companies, method not stated. View source
Value that transfers · AI Advisory Group