01
Empty the filing cabinet
Snap a photo of a work order, forward an email, drag in a folder, or just talk. Paper, scans, spreadsheets, voicemails — it all goes in.
A $5 trillion handoff is here — and most owners have no plan
Yourlegacyshouldn'tretirewithyou.
You spent your whole life building this. Retiring shouldn't be the end of it. Successio turns your life's work into a legacy the next owner can carry forward — and partners with the trade associations and foundations that make these handoffs possible.
Live extraction
org_brenner- job-traveler-4471.pdfOCR
- customer-list-2024.xlsxExtracting
- Carl-interview.m4aTranscribing
- equipment-ledger.pdfDone
Sale Readiness
71
$0T
of family-owned businesses change hands this decade
McKinsey, 2026
0%
of businesses listed for sale never find a buyer
Exit Planning Institute
0%
of owners have never learned what their life's work is worth
M&T Bank
0%
of deals that reach the table collapse in due diligence
DueDilio, 2026
Three ways to understand what we do
Start wherever you are — the case for it, the cost of waiting, or what it takes to begin.
How it works
Three steps from a cluttered office to a sale-ready business.
02
We read it like a buyer would
OCR and AI pull out customers, equipment, processes and financials — every field scored for confidence, so nothing is taken on faith.
03
Hand over a story, not a shoebox
Out comes a Sale Readiness Score, a documented operation, and a deal room you can share with buyers, lenders and co-ops on your terms.
The story a buyer pays for
Every business has a life. We make it legible.
Acquirers don't buy a pile of assets — they buy a story they believe will keep running. Successio reconstructs that story from your records into a timeline an investor can walk in five minutes.
Demo organization
Brenner Precision Machining
Machine Shop / Manufacturing · Akron, Ohio · est. 1987
39
Years
31
People
Revenue, 1990—2025$410K → $6.2M
- Founding1987
Carl Brenner opens the doors
Started in a rented 2,400 sq ft bay with one manual Bridgeport mill and a used surface grinder. First job: replacement bushings for a local conveyor outfit.
Starting machines2Founder interview - Equipment1991
First CNC lathe
Financed a Mazak QuickTurn — the shop's first CNC. Cut cycle times on repeat work by more than half and opened the door to tighter tolerances.
Tolerance±0.0005"Equipment ledger - Customers1996
Landed the Goodyear tooling contract
A multi-year supply agreement for mold components. Became the anchor account that funded the move to a larger building.
Anchor revenue32% of bookContract records - Milestone1998
Moved to the Kelly Ave shop
Purchased a 14,000 sq ft building. Owned real estate that conveys with the business — a meaningful piece of the enterprise value.
Facility14,000 sq ftProperty deed - Compliance2003
ISO 9001 certified
Stood up a documented quality system. Unlocked aerospace and medical RFQs that require certified suppliers.
StandardISO 9001:2000Certificate on file - Financial2008
Weathered the downturn
Revenue dipped 18% but the shop stayed cash-flow positive by diversifying into defense subcontracting. No layoffs — a point of pride that retained the core crew.
Headcount kept100%P&L 2007–2010 - People2012
Maria Vasquez promoted to Shop Manager
A 15-year machinist took over scheduling and the floor. The first real layer of management between the owner and the work — reduces key-person risk for a buyer.
Tenure15 yrsHR records - Equipment2016
5-axis machining cell
Added a DMG MORI 5-axis center and probing. Brought complex aerospace bracketry in-house that used to be outsourced.
Capex$480KEquipment ledger - Operations2019
ERP + paperless travelers
Replaced the whiteboard and job folders with a real shop-floor system. Quote-to-cash and job costing are now traceable — exactly what diligence asks for.
On-time delivery97.4%ERP export - Customers2022
Diversified the customer base
No single customer now exceeds 19% of revenue, down from 32%. Lower concentration directly de-risks the acquisition.
Top customer19% of bookAR aging + invoices - MilestoneToday2025
Carl is ready to retire
38 years of work, 31 people, a full order book — and a story that deserves the right next owner rather than an auction of the assets.
Revenue$6.24MCurrent financials
For associations, foundations & alliances
The owners are yours. The wave is hitting your rolls first.
Offer succession readiness as a member benefit under your own brand. See readiness across your whole membership, feed diligence-ready deals to your lending partners, and keep the businesses your trade is made of whole and local.
You've done the hard part.
Don't let it end in an auction.
Forty years of work shouldn't be liquidated in a weekend to a stranger who strips it for parts. Get it down on paper, show the next owner what they're really getting, and put it in hands that will keep the doors open.