An AI program for owners preparing to exit

You built a great company. We help you multiply its value before you exit.

Outbound pipeline

Automated cold outreach across email and LinkedIn. Generates 5–7 qualified meetings a week, no SDR required. Pays for itself in the first month.

Sales lift
Brand-safe marketing

Video, social, and written content at 5× the volume — generated to your brand voice and visual standards. No off-brand AI slop. Reviewed before it ships.

Content scale

Real Deployments

Not abstract "AI strategy." We install actual systems inside your business.

Order placement

Orders, invoices, and AR follow-up — processed automatically. Reduces DSO by 5–15 days. Cuts admin processing cost by 60–80%.

Operations
Customer onboarding

New customers get a personalized welcome flow — accounts set up, documents collected, first-week activation handled. Faster time-to-value, fewer drop-offs.

Customer experience
24/7 support

An AI agent answers customers around the clock — handling 60–80% of inquiries without escalation. Your team focuses on the 20% that matter.

Customer service
Training brain

Capture how you actually run your business. New hires get up to speed in days, not months. The knowledge survives every transition — including yours.

Institutional knowledge
Outbound pipeline

Automated cold outreach across email and LinkedIn. Generates 5–7 qualified meetings a week, no SDR required. Pays for itself in the first month.

Sales lift
Brand-safe marketing

Video, social, and written content at 5× the volume — generated to your brand voice and visual standards. No off-brand AI slop. Reviewed before it ships.

Content scale

Real Deployments

Not abstract "AI strategy." We install actual systems inside your business.

Order placement

Orders, invoices, and AR follow-up — processed automatically. Reduces DSO by 5–15 days. Cuts admin processing cost by 60–80%.

Operations
Customer onboarding

New customers get a personalized welcome flow — accounts set up, documents collected, first-week activation handled. Faster time-to-value, fewer drop-offs.

Customer experience
24/7 support

An AI agent answers customers around the clock — handling 60–80% of inquiries without escalation. Your team focuses on the 20% that matter.

Customer service
Training brain

Capture how you actually run your business. New hires get up to speed in days, not months. The knowledge survives every transition — including yours.

Institutional knowledge

AI designed for owners contemplating an exit

The Problem

The most valuable thing in your business is you. That's also the problem

Your judgment, your relationships, the way decisions get made — buyers know it walks out the door when you do. That's why their offer is lower than it should be.

The Opportunity

AI is the biggest lever you have before exit. The time to use it is now

Nothing else moves margin and multiple the way AI does. The owners who deploy now capture the value. The ones who wait hand it to the buyer for free.

The Numbers

What this is worth at sale

The case isn't about saving time. It's about what your company sells for when you're ready to exit.

A 15% lift in EBITDA — combined with the higher multiple buyers pay for a transferable business — typically means a multi-million dollar swing at sale. Here's the math on a real-world example.

Your numbers may be different. We model them in your free call.

$12M revenue · $3M EBITDA
+ $4.0M
Net gain at sale, after a 12-month deployment
Cost of program: $150,000. Return on investment: about 26×.
The AI Multiple

Four things you get with AI

It’s not just about economics. It’s about what stays standing after you step away.

2

Protect your people.

Your senior team learns AI alongside you — and stays valuable to whoever runs the company next.

3

Capture your braintrust.

Your judgment, your relationships, your operating decisions — captured into systems your successors can use.

4

Future-proof your legacy.

You hand over a company that's stronger and ready for the next decade. Not one someone else has to fix.

Our Program

Three things, done in parallel

We're not a software company. We're an operating team — we install the systems and stay until your team can run them.

Your data and your judgment, captured.

A lot of what runs your business already lives in your inboxes, databases, and CRM. We pull it together. The rest lives in your team's heads — customer relationships, judgment calls, the way decisions actually get made. Both become a system your successors can use.

  • Custom data pipelines from your inbox, databases, and CRM
  • Structured interviews with you and senior leadership
  • Decision frameworks documented and made replicable
  • Customer intelligence systematized

Install AI where it matters.

We deploy AI systems for the highest-impact parts of your business: sales, customer service, content, internal operations. Hands-on. One project at a time. Built for your business — not a templated solution someone else is also using.

  • Outbound pipeline automation
  • Customer service deflection and quality lift
  • Content and creative generation, brand-safe
  • AI agents working alongside your team in Slack, email, CRM

Train your team to run it.

AI fails when it's dropped on people. We work with your senior employees from day one — they learn what AI takes off their plate and what makes their job better. When we leave, they own it. The deployment doesn't depend on us coming back next quarter.

  • Senior employees trained as system owners
  • Practical, hands-on workshops with real workflows
  • Documentation your team can reference forever
  • A clear handoff at month 12 — no dependency on us
The Investment

One commitment. No surprises

We work with a small number of clients each year.

Year One Deployment
$12,500 / month

Billed monthly after two-month initial commitment.

What's Included
  • Founder-led strategic oversight
  • Senior delivery lead, hands-on with your team
  • Knowledge capture & custom data pipelines
  • Unlimited AI systems deployed, one at a time
  • Senior team training and handoff
  • Buyer-ready documentation of EBITDA lift
After Year One

Continue month-to-month. Extend with new deployments, or move to ongoing maintenance. Pause anytime.

Extension
$12,500/mo. New systems deployed. Same team, new projects.
Maintenance
$5,000/mo. Optional. We keep managing your systems if you want us to. Take it in-house anytime.
Get your AI Exit Value Proposal
Free. 1-minute intake to start.
Timeline

Twelve months, four phases

Clear milestones. Defined deliverables.

Audit, plan, ship
Months 1–2 Trial period

We learn your business inside and out. We build a roadmap. We ship the first working AI system. If either side isn't a fit by day 60, we shake hands and move on.

Knowledge captured
Months 3–6 Knowledge capture

Structured interviews with you and your team. Decision frameworks documented. Customer intelligence systematized. Two more high-impact systems shipped.

Team owns it
Months 7–10 Scale & embed

Senior employees trained as system owners. AI expanded across more functions. We measure the EBITDA impact and document it for buyers.

Ready for buyers
Months 11–12 Buyer-ready handoff

The full operating playbook is documented. Your team is running the systems. The lift is measured and proven. You're ready to talk to buyers.

Before we speak

Questions you'll probably want answered

Outbound sales pipelines that book qualified meetings without an SDR. Customer service AI that handles 60–80% of inquiries around the clock. Brand-safe content generated to your standards at 5× volume. Order placement and invoice processing that cuts admin cost by 60–80%. Internal knowledge systems that let your team find any answer in seconds. Each is a custom deployment, not a templated solution.

We're not a software vendor — we're an operating team that does the work inside your business, with your team, and stays until they can run it without us.

You could. Anyone can learn AI in 2026 — it's a question of time and team. New tools launch every day, and figuring out which ones are worth your team's hours (and which are a waste) is thousands of hours of trial and error. We've done that work — we use a mix of best-in-class services and custom tooling, and we transfer that knowledge so you're not starting from scratch.

Your senior people are the asset, not the problem. AI works when they learn it alongside you, while you're still in charge.

The harder problem is internal. AI fails when teams resist it — engineering, sales, ops. We've felt that ourselves. A big part of what we do is showing your team how to use these tools in ways that make their work better, not threatened. Without that bridge, deployments stall.

No. You don't need to learn AI — you need to lead the deployment of it. We handle the technology. You stay focused on the parts only you can do.

The owners deploying now capture the value at sale. The ones who wait hand it to the buyer for free. The window is open today; it won't stay open forever.

The first two months are a trial. If either side isn't a fit by day 60, we shake hands and move on. No long-term commitment until both parties want one.

Most clients continue — either with new deployments ($12,500/mo) or with maintenance ($5,000/mo). Some hand it fully to their team and pause. Your call, not ours.

$2–4M
Typical net gain at sale, after a 12-month deployment
26×
Return on investment relative to program cost
100%
Of your operating knowledge — captured, documented, transferable
12 mo
From first conversation to a buyer-ready, AI-equipped business
Who It's For

This is the right fit for some owners. Not all

This is for you if

  • You own a business doing $2M–$20M in revenue
  • You plan to retire, step back, or sell in 2–5 years
  • You haven't deployed AI in a serious way yet
  • You know your business depends too much on you
  • You have senior people worth investing in
  • You're willing to be in the room for the work

This isn't for you if

  • You're looking for software or a quick fix
  • You want to test AI rather than commit to using it
  • You're going to delegate this entirely to staff
  • Your business isn't profitable yet
  • You're already deep into AI deployment
  • You're not the one making the decision
Your AI Exit Value Proposal

See the AI opportunity in your business

We’ll project the AI opportunity for your business and walk you through it on a 30-minute call. Where the lift comes from. What to deploy first. What it means at sale.

Get my proposal
Free. 1-minute intake to start.