Reimagining Business Transitions for the AI Era
Reimagining Business Transitions for the AI Era
Reimagining Business Transitions for the AI Era
A new platform to modernize how America’s small businesses change hands — combining AI with real human guidance.
A new platform to modernize how America’s small businesses change hands — combining AI with real human guidance.
The Opportunity
The Opportunity
The Opportunity



Trillions in value will change hands in the next decade.
Trillions in value will change hands in the next decade.
12 million small businesses in the U.S. are owned by baby boomers — and many don’t have a clear path to exit.
These aren’t startups. They’re HVAC shops, logistics firms, and manufacturers — the backbone of the real economy.
The systems built for selling them are outdated, inefficient, and often inaccessible. We’re changing that.
12 million small businesses in the U.S. are owned by baby boomers — and many don’t have a clear path to exit.
These aren’t startups. They’re HVAC shops, logistics firms, and manufacturers — the backbone of the real economy.
The systems built for selling them are outdated, inefficient, and often inaccessible. We’re changing that.
12 million small businesses in the U.S. are owned by baby boomers — and many don’t have a clear path to exit.
These aren’t startups. They’re HVAC shops, logistics firms, and manufacturers — the backbone of the real economy.
The systems built for selling them are outdated, inefficient, and often inaccessible. We’re changing that.
What We're Building
What We're Building
What We're Building
For Dealmakers
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A new home for independent M&A advisors
A new home for independent M&A advisors
A new home for independent M&A advisors
A new home for independent M&A advisors
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Smart CRM, secure deal rooms, and standardized docs
Smart CRM, secure deal rooms, and standardized docs
Smart CRM, secure deal rooms, and standardized docs
Smart CRM, secure deal rooms, and standardized docs
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Live advisor community, certifications, and deal flow
Live advisor community, certifications, and deal flow
Live advisor community, certifications, and deal flow
Live advisor community, certifications, and deal flow
CandaceAI: When valuing a Main Street small business, you need to take into account a unique mix of financial, operational, and qualitative factors. This is different from how you’d value a tech startup or large corporation.
Seller’s Discretionary Earnings (SDE):
This is the most common profitability metric for small businesses.
It includes the owner’s salary, perks, and any one-time or non-operational expenses added back to net income. It represents the total benefit an owner-operator receives.
CandaceAI: When valuing a Main Street small business, you need to take into account a unique mix of financial, operational, and qualitative factors. This is different from how you’d value a tech startup or large corporation.
Seller’s Discretionary Earnings (SDE):
This is the most common profitability metric for small businesses.
It includes the owner’s salary, perks, and any one-time or non-operational expenses added back to net income. It represents the total benefit an owner-operator receives.
CandaceAI: When valuing a Main Street small business, you need to take into account a unique mix of financial, operational, and qualitative factors. This is different from how you’d value a tech startup or large corporation.
Seller’s Discretionary Earnings (SDE):
This is the most common profitability metric for small businesses.
It includes the owner’s salary, perks, and any one-time or non-operational expenses added back to net income. It represents the total benefit an owner-operator receives.
For Sellers & Buyers
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Guided seller onboarding
Guided seller onboarding
Guided seller onboarding
Guided seller onboarding
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AI assistant for prep, Q&A, and matching
AI assistant for prep, Q&A, and matching
AI assistant for prep, Q&A, and matching
AI assistant for prep, Q&A, and matching
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Live human help when it matters most
Live human help when it matters most
Live human help when it matters most
Live human help when it matters most
Profile check
Due diligence
Letter of intent
Asset purchase agreement
Escrow
CandaceAI:
Updating
Profile check
Due diligence
Letter of intent
Asset purchase agreement
Escrow
CandaceAI:
Updating
Profile check
Due diligence
Letter of intent
Asset purchase agreement
Escrow
CandaceAI:
Updating
For the Future
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Advisor training & certification
Advisor training & certification
Advisor training & certification
Advisor training & certification
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Seller education at scale
Seller education at scale
Seller education at scale
Seller education at scale
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Marketplace transparency and trust
Marketplace transparency and trust
Marketplace transparency and trust
Marketplace transparency and trust
How We're Different
How We're Different
How We're Different
The Team
We’ve helped close deals, ship software, train advisors, and scale startups. Now we’re building the platform we always wished existed.


Frederico A. Andrade
Head of Product & GTM Strategy
Veteran product leader with 10 years across SaaS and Marketplaces with a proven track record on data products, ML and impact. 2x Y Combinator product leader, 2x founder, facilitated a merger, and both built and right-sized product teams and processes, and I love the journey so to speak.

Roger Tung
Head of Marketing
Former Head of Marketing at Acquire.com, specializing in early-stage startups—building strong foundations and scaling growth. A true two-way player with expertise across the full marketing spectrum, from paid media and demand generation to content creation and community building.

Shawn Flynn
Head of Strategic Partnerships & CorpDev
Shawn is a seasoned investment banker and the host of the Silicon Valley Podcast, where he’s interviewed hundreds of leading founders, VCs, and technologists. He has deep experience with cross-border capital, particularly inbound investment from Asia into U.S. startups, and has advised numerous early-stage companies on M&A, capital strategy, and international expansion.


Mike Trevino
Strategic Advisor
Mike Trevino is a seasoned technology executive, founder, and investor who has spent his career pushing the limits of what’s possible—whether in digital health, marketing automation, or endurance sports. He’s led innovation at companies like Qualcomm, founded and scaled platforms like Indigenous and RVLVR, and currently serves as President & CTO of Affinitiv. Mike also chairs the board at SIME Diagnostics, supporting next-gen digital health breakthroughs.
The Team
We’ve helped close deals, ship software, train advisors, and scale startups. Now we’re building the platform we always wished existed.


Frederico A. Andrade
Head of Product & GTM Strategy
Veteran product leader with 10 years across SaaS and Marketplaces with a proven track record on data products, ML and impact. 2x Y Combinator product leader, 2x founder, facilitated a merger, and both built and right-sized product teams and processes, and I love the journey so to speak.

Roger Tung
Head of Marketing
Former Head of Marketing at Acquire.com, specializing in early-stage startups—building strong foundations and scaling growth. A true two-way player with expertise across the full marketing spectrum, from paid media and demand generation to content creation and community building.

Shawn Flynn
Head of Strategic Partnerships & CorpDev
Shawn is a seasoned investment banker and the host of the Silicon Valley Podcast, where he’s interviewed hundreds of leading founders, VCs, and technologists. He has deep experience with cross-border capital, particularly inbound investment from Asia into U.S. startups, and has advised numerous early-stage companies on M&A, capital strategy, and international expansion.


Mike Trevino
Strategic Advisor
Mike Trevino is a seasoned technology executive, founder, and investor who has spent his career pushing the limits of what’s possible—whether in digital health, marketing automation, or endurance sports. He’s led innovation at companies like Qualcomm, founded and scaled platforms like Indigenous and RVLVR, and currently serves as President & CTO of Affinitiv. Mike also chairs the board at SIME Diagnostics, supporting next-gen digital health breakthroughs.
The Team
We’ve helped close deals, ship software, train advisors, and scale startups. Now we’re building the platform we always wished existed.


Frederico A. Andrade
Head of Product &
GTM Strategy
Veteran product leader with 10 years across SaaS and Marketplaces with a proven track record on data products, ML and impact. 2x Y Combinator product leader, 2x founder, facilitated a merger, and both built and right-sized product teams and processes, and I love the journey so to speak.

Roger Tung
Head of Marketing
Former Head of Marketing at Acquire.com, specializing in early-stage startups—building strong foundations and scaling growth. A true two-way player with expertise across the full marketing spectrum, from paid media and demand generation to content creation and community building.

Shawn Flynn
Head of Strategic Partnerships & CorpDev
Shawn is a seasoned investment banker and the host of the Silicon Valley Podcast, where he’s interviewed hundreds of leading founders, VCs, and technologists. He has deep experience with cross-border capital, particularly inbound investment from Asia into U.S. startups, and has advised numerous early-stage companies on M&A, capital strategy, and international expansion.


Mike Trevino
Strategic Advisor
Mike Trevino is a seasoned technology executive, founder, and investor who has spent his career pushing the limits of what’s possible—whether in digital health, marketing automation, or endurance sports. He’s led innovation at companies like Qualcomm, founded and scaled platforms like Indigenous and RVLVR, and currently serves as President & CTO of Affinitiv. Mike also chairs the board at SIME Diagnostics, supporting next-gen digital health breakthroughs.
The Team
We’ve helped close deals, ship software, train advisors, and scale startups. Now we’re building the platform we always wished existed.


Frederico A. Andrade
Head of Product & GTM Strategy
Veteran product leader with 10 years across SaaS and Marketplaces with a proven track record on data products, ML and impact. 2x Y Combinator product leader, 2x founder, facilitated a merger, and both built and right-sized product teams and processes, and I love the journey so to speak.

Roger Tung
Head of Marketing
Former Head of Marketing at Acquire.com, specializing in early-stage startups—building strong foundations and scaling growth. A true two-way player with expertise across the full marketing spectrum, from paid media and demand generation to content creation and community building.

Shawn Flynn
Head of Strategic Partnerships & CorpDev
Shawn is a seasoned investment banker and the host of the Silicon Valley Podcast, where he’s interviewed hundreds of leading founders, VCs, and technologists. He has deep experience with cross-border capital, particularly inbound investment from Asia into U.S. startups, and has advised numerous early-stage companies on M&A, capital strategy, and international expansion.


Mike Trevino
Strategic Advisor
Mike Trevino is a seasoned technology executive, founder, and investor who has spent his career pushing the limits of what’s possible—whether in digital health, marketing automation, or endurance sports. He’s led innovation at companies like Qualcomm, founded and scaled platforms like Indigenous and RVLVR, and currently serves as President & CTO of Affinitiv. Mike also chairs the board at SIME Diagnostics, supporting next-gen digital health breakthroughs.
Request an invite
It’s time to bring Main Street into the future — with compliance, empathy,
intelligence, and a whole lot of heart.
It’s time to bring Main Street into the future — with compliance, empathy, intelligence, and a whole lot of heart.
Get a front row seat.