For owners of $500K–$5M businesses planning to sell

The business runs on what's in your head. Buyers pay for what's on paper.

Record about an hour of voice memos on your phone. We turn them into a buyer-ready Operations Binder — SOPs, role map, owner-dependency register, and systems list — in about a week.

No calls required. No software to learn. You talk; we write.

"What happens if you're gone for 30 days?"

Buyers, lenders, and brokers all ask it. Brokers routinely flag owner dependency as something that lowers price or scares off buyers.

You don't have time to write manuals.

You have time to talk while you drive between jobs. Four guided voice memos is all we need.

Your broker gets a cleaner story.

A documented business with a transition plan is easier to explain in a CIM and easier for a buyer to finance.

What's in your binder

8–14

Standard Operating Procedures

Your core processes — intake, scheduling, delivery, pricing, billing, hiring — as role-based, step-by-step SOPs with quality checks and KPIs.

1

Role map

Every role, who fills it today, who backs them up, and where the gaps are.

1

Owner-dependency register

Everything only you can do, ranked by risk, with a proposed successor and target date. Your transition to-do list.

1

Systems & vendor list

Every account and supplier, whose name it's in, and how it transfers. (Never passwords.)

✓

Open-questions list

We never guess. Anything unclear in your recordings comes back as a question for you to answer.

2

Formats

Editable Word (DOCX) and a polished PDF, ready for your broker or a data room.

See a real example

The sample binder for Bramblewood Comfort Systems — a fictional $2M HVAC company whose owner plans to sell in two years — was produced from 52 minutes of voice memos. 12 SOPs, 12 owner dependencies, 10 systems, 8 vendors, 9 open questions.

Download the sample PDF

Watermarked "SAMPLE — fictional company." All names and figures are invented.

Owner-dependency register page from the sample binder

How it works

  1. Pay & fill a 10-minute intake. You get a private upload folder and the recording guide.
  2. Record four voice memos (~50 minutes total) on your phone, whenever it suits you. Upload them.
  3. We draft your binder within 5 business days of receiving your recordings.
  4. You review. Answer the open questions and mark up anything that's off. One revision round included.
  5. Final delivery in DOCX + PDF. Share it with your broker, your GM, or your buyer.

Pricing

Pilot — first 3 customers

$290

Full binder, same scope as Standard, in exchange for honest feedback and (if you're happy) a short testimonial.

Claim a pilot spot

Standard

$590

8–14 SOPs, role map, owner-dependency register, systems & vendor list, open-questions review, one revision round, DOCX + PDF.

Order a binder

One-time price. Secure checkout by Stripe. Broker or advisor? Ask about referral partnership.

FAQ

Who is this for?

Owners of service and trade businesses (roughly $500K–$5M revenue) who plan to sell or step back in the next 1–5 years — HVAC, plumbing, electrical, landscaping, cleaning, pest control, agencies, and similar.

How much of my time does it take?

About 10 minutes for the intake, ~50 minutes of recordings, and 20–30 minutes to review the draft.

Who writes it? Do you use AI?

Yes. Recordings are transcribed and drafted with AI-assisted tools, then checked against your recordings for accuracy before delivery. Nothing is invented — gaps come back to you as questions.

Will it tell me what my business is worth?

No. See "What we don't do" below. Your broker or a credentialed valuation professional handles value.

What if I'm not happy?

One revision round is included. If the first draft misses the mark, tell us what's wrong and we'll fix it.

Can my employees record parts of it?

Yes — a dispatcher or lead tech describing their own job often makes the best SOP.

What we don't do

Privacy