Business succession advisor

The most important transition of their life.

The owner built their business for 30 years. You have 18 months to orchestrate the transfer. Xpert6 gives you the client portal, structured tracking and knowledge base to guide every step.

The succession advisor's reality

An emotional process managed in Excel files.

Business succession combines finance, taxation, family psychology and strategic planning. Your current tools don't match this human complexity.

12 to 24-month process with no thread

Valuation, planning, financing, transition. Each step involves 5 to 10 stakeholders. The owner loses track and anxiety rises.

Invisible emotional dimension

The seller is grieving. The buyer doubts. The family has tensions. No tool captures this dimension, yet it causes 40% of transfers to fail.

Multi-professional coordination by email

Tax accountant, lawyer, valuator, banker, notary. Each works in a silo. The succession advisor is the only thread, without a platform.

Before / After

Improvised transition or structured guidance?

The advisor without Xpert6

The owner never knows where the process stands. They call every week for reassurance. Each call takes 30 minutes.

Planning, valuation and financing documents are scattered across 6 professionals. No overview.

The transition plan is a 40-page Word document that nobody consults after the presentation meeting.

When the transfer is complete, the advisor loses contact. No post-transition follow-up. No recurring revenue.

The advisor with Xpert6

The owner tracks every step in their portal: valuation, financing, transition plan, timeline. Full transparency.

Each professional accesses relevant documents in Xpert6. One place. One version. No confusion.

The transition plan is alive in the portal. Clickable milestones, real-time progress, alerts when a milestone falls behind.

After transfer, the buyer retains portal access. Post-transition coaching on subscription. Recurring revenue for the advisor.

Built for succession

The infrastructure that structures every transition.

Every module is built for the succession advisor guiding the most personal transaction in an entrepreneur's life.

Transition portal

Seller and buyer access a dedicated portal. Transfer phases, documents, transition plan and knowledge base, all under your brand.

Structured succession plan

Pre-configured templates: succession diagnostic, valuation, financing plan, transition plan, integration timeline. The client sees the roadmap.

Multi-professional workspace

Each stakeholder (accountant, lawyer, banker, notary) accesses relevant documents. No more emails with 6 people in CC.

Cortex knowledge base

Feed Cortex your transition guides, tax models and checklists. The client gets 24/7 answers drawn from your expertise.

Structured emotional tracking

Milestones that integrate the human dimension: family meetings, buyer coaching, employee communication. Not just the numbers.

Post-transfer support

The buyer retains portal access after closing. Monthly subscription for integration coaching. Recurring revenue for you.

Get started in 30 minutes

Three steps. A structured transition.

Create the succession file

Enter basic details. Xpert6 generates the complete structure: phases, milestones, required documents and timeline.

Invite the parties

Seller, buyer and professionals each access their space in the portal. Roles and access configured automatically.

Guide the transition

Track progress in real time. Every milestone reached is visible to all. Alerts notify you when things stall.

12-day free trial

Ready to structure your business transitions?

12-day free trial. 2 licences included. No credit card. Your succession portal is ready in 30 minutes.

Start my free trial

Free trial, no commitment. 30-day money-back on first subscription. 90-day Triple Impact Guarantee on annual or 24-month plan.

Use case

Business succession

Diagnostic, planning, financing, transition, integration.