Business Knowledge Transfer

30 years of knowledge
walks out the door.

When a business changes hands, the new owner loses what matters most: the operational knowledge that only existed in the previous owner's head. We capture it before it's gone.

See how it works

Dossier no. M-0147

Everything Martin knew about
Harper Street Hardware.
Subject
Martin R., owner 1994–present
Business
Neighborhood hardware, 2 locations
Buyer
J. Okafor (inbound)
Sessions
04 / 04 · completed
Status
● Sealed · delivered Apr 03
  1. 01Day One Playbookpp. 1–14
  2. 02Key Relationshipspp. 15–32
  3. 03Suppliers & Sourcingpp. 33–48
  4. 04Finances, the real picturepp. 49–61
  5. 05Customers who matter mostpp. 62–74
  6. 06Crisis protocols & failurespp. 75–92
  7. 07Unwritten rulespp. 93–104
  8. 08Scenario cards (14)pp. 105–end
not a
transcript,
a plan.

The Problem

One business. Two ledgers.
Only one of them is written down.

On the booksTransfers at close
In their headDisappears
Supplier list
Which supplier lies about delivery dates
P&L statements
Which months cash actually goes tight
Customer database
Mrs. Chen will leave if packaging is wrong
Equipment inventory
Line-3 machine needs a left-side tap
Employee handbook
Tony parks in spot three, don't fight it
The right column is what walks out the door the day the owner leaves.92% of exits · closures

The Process

Not one interview.
A full extraction.

STEP 01

You tell us what matters

When you submit your request, you tell us which areas of the business worry you most and what specific questions you need answered. We tailor the entire process to what you actually need to know.

STEP 02

We interview the outgoing owner

Three to four focused voice sessions, each covering different areas of the business. Between sessions, we analyze what was covered and target the gaps. The last session goes after exactly what's missing, including your specific questions.

STEP 03

We structure the knowledge

The raw interviews become three deliverables: a Day One playbook for your first 30 days, a comprehensive operations manual, and scenario cards for when things go wrong. Not a transcript dump. Actionable knowledge.

STEP 04

You get the business brain

Ask questions anytime using voice chat, trained on everything the previous owner shared across all sessions. Six months in and you need to remember who to call when the compressor breaks? Just ask.

The Deliverable

Not a document.
Four artifacts, each built for a different moment.

Contents
I.
Day One Playbook
30 days
II.
Operations Manual
8 chapters
III.
Scenario Cards
14 cards
IV.
Business Brain
12 months

Pricing

One price.
Everything included.

  • Four voice sessions with the outgoing owner
  • Day One Playbook, hour by hour
  • Operations Manual, cross-linked
  • 10 to 15 scenario cards
  • Business Brain, voice chat for 12 months
  • Private buyer dashboard

Flat rate

$1,500

Founding rate, first ten transfers

Start a Transfer

The previous owner will forget you exist in six months.

Their knowledge won't. Capture it now, access it forever.

Start a Knowledge Transfer