Small Business Succession Platform

Find your ideal successor, align incentives, and ensure a smooth transition with expert guidance every step of the way.

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Fitness CentersRestaurantsAccounting FirmsLaw PracticesYoga StudiosBoutiquesHobby ShopsCafesSpasSalonsDentist PracticesTherapist OfficesFinancial Advisory Services

What's in it for me?

Use Dylan's Small Business Succession Agreement (SBSA) to align incentives and create win-win outcomes.

Owner
  • Start with a Trial Period
  • Share the Upside
  • Step Out of Daily Ops
  • Let Go and Let Grow
  • Ensure Legacy is Protected
Successor
  • Start with a Trial Period
  • Upside Ownership
  • Low Risk Path to Build Wealth
  • Mentorship from Owner
  • Try Before You Buy

Everything you need

Successor Matching
Discover aspiring owners ready to takeover and run your business.
Aligned Incentives
Use our agreement templates to attach their success to your success.
Guided Transition
Quarterly check-ins mediate and track progress for a smooth handoff.

"With their help, I found a successor who not only shares my passion for the business but also grew it. The agreement gave us both a stake in success. Now, I can step back knowing my legacy is in good hands." – Jessica M., Business Owner

FAQs

  • What is Dylan, and how can it help my business?

    Dylan is an owner-operator succession platform. We help you find and onboard a trusted successor, align incentives using our succession agreement templates, and mediate quarterly check-ins to ensure a smooth and successful transition.

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  • What are appreciation rights?

    Appreciation rights allow your successor to share in the value they help create. For example, if your business grows from a $300,000 to a $600,000 valuation, and the successor has 50% appreciation rights, they earn $150,000 in value. This ensures both parties are aligned and benefit from the business's growth.

    View more owners FAQs
  • What does it mean to be a successor?

    As a successor, you'll step into a leadership role in a small business with mentorship from the current owner. Over time, you'll take on more responsibility and benefit from appreciation rights tied to the business's growth.

    View more successors FAQs
  • Who can use Dylan?

    Dylan is designed for: Business Owners: Retiring or stepping back, and looking for a trusted successor. Aspiring Leaders: Professionals eager to take on leadership roles with a clear path to ownership.

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  • How do I get started?

    It's easy! Contact us for a free consultation to discuss your goals and how Dylan can help. From there, we'll create a personalized plan to get you started.

    View more general FAQs

Don't Sell. Don't Quit.
Hire Someone Who
Appreciates It

Every owner-operator business will eventually need a new operator. Find someone who will appreciate what you've built.