How It Works
From conversation
to deal-ready.
SuccessionIO uses a structured AI interview to extract the institutional knowledge inside your business — the kind that lives in your head after decades of building — and transforms it into a buyer-ready playbook with a verified Deal Readiness Score.
01
The Interview
A conversation that captures everything.
Our AI conducts a guided 45-minute interview across all five pillars of deal readiness. It asks the questions a sophisticated buyer would ask — about your operations, your customers, your team, your financials, and your competitive position. You answer in plain language. The system structures it.
Sample questions
"Walk me through what happens on a typical Monday morning without you."
"Which three customers, if lost, would materially change your revenue?"
"What does your business do that a competitor couldn't replicate in 12 months?"
"If you were hit by a bus tomorrow, what would break first?"
02
The Playbook
Your business, documented.
SuccessionIO structures your interview into a formatted business playbook — the document that answers every question a buyer will ask before they make an offer. It covers all five pillars, is formatted for broker review, and can be shared directly in your deal room.
Financial Clarity
Revenue trends, EBITDA, owner compensation adjustments, and working capital requirements — structured for buyer review.
Operational Independence
Documented processes, key personnel, vendor relationships, and the degree to which the business runs without you.
Customer Defensibility
Concentration risk, contract terms, retention rates, and the strength of your customer relationships.
Market Position
Competitive advantages, pricing power, barriers to entry, and your position within the industry landscape.
Transition Readiness
Management depth, knowledge transfer plan, earnout alignment, and the owner's role post-close.
03
The Score
A number that tells the whole story.
Your Deal Readiness Score is calculated across all five pillars and expressed as a single number from 0–100. It tells you, your broker, and prospective buyers exactly where your business stands — and where to focus before going to market.
Get Your ScoreReady to see your score?
Start with a single session. Your Deal Readiness Score and executive summary are ready within 24 hours.
Get Your Score — $97