Capture the institutional memory in the owner's head as a Q&A, write per-customer narrative that survives the handoff, name a successor with a timeline, and price the business against transparent benchmarks. Generational business-transfer OS.
Generational business-transfer OS. Capture the institutional memory in the owner's head, write per-customer narrative that survives the handoff, name a successor, and price the business against transparent benchmarks.
What's included
Institutional memory Q&A — capture "why we serve this customer", "why this supplier", "why this process" as durable, searchable knowledge
Per-customer narrative — beyond the CRM record: the history, the preferences, the things to remember that the founder just knows
Successor designation with transition timeline and a checklist that survives the handoff
Simple-multiple valuation anchored to your Accounting and transparent collective benchmarks
Opt-in buyer/seller marketplace — retiring owners discover next-operator matches
Wally helps capture: ask Wally any "how do I run X" question and the answer becomes a Q&A entry the next owner inherits
About this module
Succession is for owners thinking about handing the business off — to a kid, to an employee, to an outside buyer. The piece that breaks every transition is the institutional memory locked in the owner's head. Succession captures it as structured Q&A — "why we serve this customer", "why this supplier", "why this process" — durable, searchable, transferable.
Per-customer narrative goes beyond the CRM record — the history + preferences + things to remember the founder just knows. Successor designation with transition timeline + handoff checklist. Valuation against transparent benchmarks across comparable businesses on the Turtini network.
What you can do with it
A 60-year-old electrician captures 30 years of customer knowledge before retiring
A family-owned restaurant transitions from mom to daughter with a 2-year overlap
A small consulting firm prepares for sale with documented institutional memory
A founder benchmarks their business value against comparable Turtini orgs
Get this module
Free for all Turtini organizations.
Who it's for
- Owner-operators of small businesses (1–50 employees)
- Family-business owners planning generational transitions
- Solo professionals preparing to wind down or sell
Details
- Category
- Community
- Pricing
- Free
- Built by
- Badge
- New