Apogee by Small Pond Software
Keep what you just bought running
The seller knew how the business really worked: who the clients are, what to charge, how things get done. Apogee gets that knowledge out of their head and into a system during the handoff, so you keep the team and the clients and run the business from day one.
Selling a business instead? See Apogee for sellers
The risk in a small acquisition is what only the seller knew
Pricing exceptions, client preferences, supplier quirks and the workarounds that keep things running often aren't written down. After closing, the seller steps back, and you find out what was in their head.
Clients were loyal to the seller
They may wait to see whether you're worth staying for.
The team is unsure
The people who know the business best are wondering what changes for them.
Little is documented
You're learning the business while running it.
A structured handoff, not a pile of notes
Apogee works with the seller and the team while the knowledge is still within reach, and leaves you with a business that doesn't depend on any one person's memory.
- Knowledge capture. While the seller is still available, we document clients, pricing, processes and know-how with them and the team.
- AI for the back-office. Typing, chasing documents and first drafts go to software. Your staff supervise it, and nothing reaches a client without a person's approval.
- Team and clients retained. We help you decide what to say to the team and clients, and when. The people who hold the relationships get credit for what they know.
- Private by design. When client data is sensitive, the AI runs on hardware in your office, not in the cloud.
A shorter engagement built around the handoff
Orient
We learn the business, the seller's transition plan and where the biggest knowledge gaps are.
Capture
We document what matters most, starting with what would hurt most to lose.
Automate
We set up supervised AI tools for the repetitive back-office work.
Hand over
You get written documentation and a team that knows how the new setup works.
This is a shorter package than Apogee for sellers. Scope and fees are agreed on the free call, before you commit to anything.
For deal advisors
If you advise buyers, such as deal attorneys, lenders or search-fund mentors, I can help your client through the transition after closing. Your role in the deal stays yours.
Talk about working together (opens in a new tab)Start with a free call
In 45 minutes we'll talk about the business you're buying or just bought, the seller's plans, and where the risk of the handoff is. If it's a fit, we'll agree on a scope and fee before any work starts.
Apogee is a service of Small Pond Software, LLC. We don't value businesses, broker sales, or give legal, tax, financial or M&A advice, and we don't promise outcomes.