For owners of $500K–$5M businesses planning to sell
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.
Buyers, lenders, and brokers all ask it. Brokers routinely flag owner dependency as something that lowers price or scares off buyers.
You have time to talk while you drive between jobs. Four guided voice memos is all we need.
A documented business with a transition plan is easier to explain in a CIM and easier for a buyer to finance.
Your core processes — intake, scheduling, delivery, pricing, billing, hiring — as role-based, step-by-step SOPs with quality checks and KPIs.
Every role, who fills it today, who backs them up, and where the gaps are.
Everything only you can do, ranked by risk, with a proposed successor and target date. Your transition to-do list.
Every account and supplier, whose name it's in, and how it transfers. (Never passwords.)
We never guess. Anything unclear in your recordings comes back as a question for you to answer.
Editable Word (DOCX) and a polished PDF, ready for your broker or a data room.
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 PDFWatermarked "SAMPLE — fictional company." All names and figures are invented.
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 spotStandard
$590
8–14 SOPs, role map, owner-dependency register, systems & vendor list, open-questions review, one revision round, DOCX + PDF.
Order a binderOne-time price. Secure checkout by Stripe. Broker or advisor? Ask about referral partnership.
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.
About 10 minutes for the intake, ~50 minutes of recordings, and 20–30 minutes to review the draft.
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.
No. See "What we don't do" below. Your broker or a credentialed valuation professional handles value.
One revision round is included. If the first draft misses the mark, tell us what's wrong and we'll fix it.
Yes — a dispatcher or lead tech describing their own job often makes the best SOP.