✦For owners of established Indiana businesses

Plan what happens to your business, with an AI planner.

Family, an employee, a buyer, or simply closing well. Talk it through privately with a planner that has time for the question. It’s free, and there’s nothing to sign up for.

Private by defaultNo sign-upNo sales pitch
Succession PlannerAI assistant
Private — nothing is passed on unless you ask.

Where I stand

Eight plain questions, about two minutes. “Not sure” is a fine answer.

Getting ready

What a successor, a buyer or your family will need, whichever way you go.

Ask for a hand

All three are off until you turn them on, and you can turn them off again. Each shares your name and how to reach you only with the people it names.

Talk through any path — there’s no wrong one

Family successionEmployee buyoutSelling to a buyerClosing wellTimingValuation basics
1How it works

A quiet place to think it through

Most owners have never talked this over with anyone. Start wherever you are.

01

Ask anything

Timing, family, employees, taxes in general, or keeping the doors open. The planner explains your options in plain language.

02

See where you stand

A two-minute check and a preparation checklist show what would make any path easier. Your progress is saved.

03

Get a hand when you’re ready

Ask for a local advisor, your county’s economic development office, or qualified buyers — only if you switch it on.

?Questions

What owners ask it

Tap one to start the conversation.

    🔒Privacy

    Who sees what

    Private by default. You decide if anything leaves this page.

    What you write

    Saved for you

    Kept so you can come back to it. Not passed to anyone.

    Succession Atlas

    Sees the outline

    That the planner was used, which subjects came up, and the name and town of your business if you give it.

    Advisors, your county, buyers

    See nothing

    Unless you turn on one of the three switches under “Get help.” You can turn them off again.

    Whenever you’re ready, your workspace is here.

    Create your free workspace