Hand us the shoebox. We build the whole record.
You ran the business for thirty years; you shouldn't have to learn software to sell it. A named specialist does the collecting, checking, interviewing, and writing — with you on the phone, not on your own.
How it works
Kickoff call
Thirty minutes. We learn the business, agree on what to collect, and put the interviews on the calendar.
We collect and scan
Mail us the paper, share a drive, or forward emails. We handle every file and check each extracted record by hand.
Knowledge interviews
Two recorded conversations about how the business really runs — quoting, customers, what breaks — turned into written procedures.
Profile, audited with you
We draft your buyer profile and lender package, then go through every number together before anything is shared.
What's included
- Everything in the Owner plan
- A named specialist, start to finish
- Every AI-extracted record reviewed by a person
- Two recorded knowledge interviews → procedures
- Buyer profile written, polished, and audited with you
- Lender package assembled and diligence-checked
- Delivered in 30 days or less, with a walkthrough call
Your records are handled under the same security and privacy controls as every Successio account — encrypted twice at rest, exportable and deletable by you at any time. See Security.