One fee. Not a subscription.
Getting a business ready to hand off is a project, not a monthly bill. Pay once — or spread it over a year — and it's done.
New Owner
Hit the ground running on day one.
save $39 vs. monthly
14-day free trial · no card required
- Full inherited document vault from the seller
- All extracted knowledge and SOPs
- Ongoing document uploads
- Readiness Score tracking for future transitions
- Worker-ownership resources (co-ops, ESOPs)
- Standard support
Owner
Get your business ready to hand off — yourself.
save $89 vs. monthly
14-day free trial · no card required
- Unlimited uploads — PDFs, scans, photos, spreadsheets, QuickBooks
- AI extraction tuned to your trade
- Sale Readiness Score (0–100) with live checklist
- Voice knowledge capture → written procedures
- Buyer-ready Business Profile (CIM-lite) + PDF
- Tiered share links: Teaser, NDA-gated, Lender, Buyer
- Document vault for the life of the sale
- Worker-ownership resources (co-ops, ESOPs)
Concierge
Hand us the shoebox. We build the whole record.
save $493 vs. monthly
Includes everything in Owner
- We collect your records — mail us the paper, or we scan on a call
- A named specialist reviews every extracted record by hand
- Two recorded knowledge interviews, turned into procedures
- Your buyer profile written, polished, and audited with you
- Lender package assembled and diligence-checked
- Delivered in 30 days or less, with a walkthrough call
Partner
Offer succession readiness as a member benefit.
priced by member count
- White-labeled instance with your branding
- Unlimited member organization seats
- Aggregate member readiness dashboard
- All trade configurations
- Dedicated onboarding + priority support
- Lender package exports for member deal flow
Concierge · done for you
Prefer we do it for you?
Some owners would rather hand us the shoebox. A named specialist builds your entire business record and buyer profile with you on the phone — white-glove, one flat fee.
Kickoff call
30 minutes. We learn the business, agree on what to collect, and schedule the interviews.
We collect & scan
Mail us the paper, share a drive, or forward emails — we handle every file and review each extraction.
Knowledge interviews
Two recorded conversations about how the business really runs, turned into written procedures.
Profile, audited
We draft your buyer profile and lender package, then go through every number with you.
Compare every plan
| New Owner | Owner | Concierge | Partner | |
|---|---|---|---|---|
| Document uploads | Ongoing | Unlimited | We do it | Unlimited |
| AI extraction, tuned per trade | ||||
| Every record reviewed by a person | ||||
| Sale Readiness Score | ||||
| Voice knowledge capture | Guided interviews | |||
| Business Profile + PDF | Written with you | |||
| Share link tiers | ||||
| Lender package | Assembled for you | |||
| Association white-labeling | ||||
| Aggregate member dashboard | ||||
| Support | Standard | Priority | Named specialist | Dedicated |
Questions, answered
What does “one fee” actually mean?+
You pay once — in full, or as 12 monthly payments — and that's it. There's no subscription that quietly keeps billing after your record is built. Your account, documents, and profile stay available through your sale and the handoff.
Can I try it before paying?+
Yes. Owner and New Owner start with a 14-day free trial, no card required. You'll see your readiness score build from your first upload before you decide.
How does spreading payments work?+
Choose 12 monthly payments at checkout. After the twelfth payment you're done — nothing further is charged. Paying in full up front is a little cheaper.
What's included in Concierge?+
Everything in Owner, plus a named specialist who does the work with you: collecting your records (mail us the paper if you like), reviewing every extracted record by hand, running two recorded knowledge interviews, writing and auditing your buyer profile, and assembling the lender package — delivered within 30 days with a walkthrough call.
How does the Association Partner license work?+
We white-label a Successio instance under your association's brand. Your members access it as a member benefit, and you get an admin dashboard showing aggregate readiness across your membership. Pricing scales with member count — contact us for a quote.
Can I get my data out?+
Any time. Settings → Security & privacy has a one-click export of everything we hold — every document's text, every extracted record, your profile, share links, and view logs — as a single file. You can also permanently delete your account there.
What industries does Successio support?+
Manufacturing and machine shops, HVAC, plumbing, electrical, general contracting, trucking, and agriculture. More trades are added regularly.