Succession is a voice-powered AI tool that captures what retiring owners know through conversation — and turns it into a buyer-ready handover document in 3–5 sessions. No writing. No forms. Just talking.
How Succession works in 3 steps
Sources: BDC, CFIB Canadian SME Succession Research
Which client needs a personal call or they'll leave. Which supplier will actually show up on a Saturday. Why December is always slow and what to do about it. None of that is in the books.
"Most small and mid-sized business (SME) owners near retirement have no written succession plan, which puts deals, jobs, and client relationships at risk when they sell."
— Grounded in BDC / CFIB Canadian research
You don't need to write anything. You just talk. Succession asks the right questions, records your answers, and builds the manual your business never had — in the voice of the person who ran it.
You've watched deals die because the owner's knowledge is all in their head. Succession gives your clients the document that keeps diligence moving — and your deals closing. You refer. We handle the tech.
Simple. Conversational. Built on AI.
3–5 recorded voice sessions over two weeks. Succession asks guided questions about customers, operations, vendors, finances, and the things only they know. No writing. No prep.
Succession transcribes, organizes, and formats every insight into a clean, structured document — sorted by section, flagged by risk level, ready for diligence.
A buyer-ready operations manual covering customers, operations, vendors, finances, and owner instincts. The document that answers the hard questions before they're asked. Diligence gets faster. Deals close.
Key Customer — Fournier Construction
Revenue share: ~40% of annual revenue
Contact protocol: Phone only. Tuesdays before 8am. Never email.
Transition risk: HIGH — relationship is personal to current owner
+ 4 more customer profiles · Operations · Vendor contacts · Owner tribal knowledge...
We're looking for brokers, CPAs, lawyers, and advisors who see this problem every day and want to co-build the solution — and share in what we create together.
Help design the question flows for your domain. Your expertise becomes part of the product.
You bring domain expertise and client relationships. We build the tech. Revenue is shared fairly from launch — structure agreed before we go live (details in MOU, subject to applicable Quebec and Canadian law).
Be the advisor who solved what others couldn't — before anyone else did.
What we ask of you
No tech required. A modest initial contribution toward tech and AI infrastructure costs may be discussed with founding partners — fully transparent, agreed upfront, and proportional to each partner's involvement.
Revenue structure agreed before launch. Formal agreements in place before pilot.
Leave your details below. We'll reach out within 24 hours to schedule a 15-minute conversation — no commitment, no sales pitch.
We'll reach out within 24 hours to schedule your founding advisor conversation.
Questions? juan@pvrpose.ai
Built in Canada