SuccessionIO

Pricing

Transparent pricing.
Extraordinary return.

The average business owner leaves 20–40% of their sale price on the table due to poor preparation. SuccessionIO pays for itself many times over.

$2,364 invested. $1.8M+ in value protected. 761× return.

Trial

$97one-time

See what your business is worth

  • One AI-guided interview session
  • Deal Readiness Score (single snapshot)
  • Executive summary report
  • Identify your top 3 risk areas
  • PDF export for broker conversations

761× average return on investment

Start for $97

Core

$197per month

Build your buyer-ready playbook

  • Everything in Trial
  • Unlimited AI interview sessions
  • Full 5-pillar business playbook
  • Monthly Deal Readiness Score updates
  • Broker-shareable deal room
  • Buyer Q&A response templates
  • Priority email support

Protects $360K–$720K in negotiated value

Start Core

Continuity

$347per month

Institutional-grade deal preparation

  • Everything in Core
  • Dedicated succession advisor
  • White-label reports for your broker
  • Multi-stakeholder deal room
  • Buyer NDA management
  • LOI and term sheet guidance
  • Post-close transition planning
  • Phone and video support

Full institutional deal support

Start Continuity

Enterprise

For brokerages, family offices, and PE firms

Custom pricing · White-label · API access · Dedicated support · Volume licensing

Contact Us

Common Questions

What you need to know

How long does the initial assessment take?

The AI-guided interview takes 45–60 minutes. Your Deal Readiness Score and executive summary are ready within 24 hours.

Can I share my results with my broker?

Yes. Every plan includes a shareable deal room link and PDF export specifically formatted for broker conversations.

What if I'm not planning to sell for several years?

The best time to start is now. Businesses that document their operations 2–3 years before sale consistently achieve higher multiples.

Is my information confidential?

Absolutely. Your data is encrypted, never shared with third parties, and you control who sees your deal room.

Can I cancel anytime?

Yes. Monthly plans can be cancelled at any time with no penalty. Your data and reports remain accessible.