Everything runs through one phone
Calls, quotes, scheduling and pricing live in the owner’s head.
El Relevo makes owner-run businesses succession-ready in 60 days. AI agents take over the work that lives in the owner’s head and phone, a person approves every step, and a buyer gets proof it runs without them.
Free · Back in 48 hours · Built only from what’s public
$30,795
Open quotes, unpaid invoices and customers due for service
The problem
That is what stalls a sale. A buyer can’t pay for a business that walks out the door with the person selling it.
Calls, quotes, scheduling and pricing live in the owner’s head.
Books, contracts and customer lists sit in different places, so every diligence request is a search.
Quotes that never closed, unpaid invoices and past customers due for service.
The buyer is asked to take it on trust. Most won’t.
Relevo 60
Read-only access to the books and customer records, an owner interview, and a scan for money the business earned but never collected.
Requests, booking, follow-ups, invoice reminders and reviews run without the owner. Their know-how becomes step-by-step guides.
A buyer package in one place, the numbers organized for the owner’s CPA, and a log of the work handled without the owner.
The systems keep running and the score keeps updating. It can transfer to the buyer at closing.
The Ready Room
Every business gets its own Ready Room. The agents do the work; a person approves anything that reaches a customer.
Web and after-hours requests get a reply and a booked job, without the owner picking up the phone.
Old quotes, unpaid invoices and repeat customers due for service.
Demo scan on sample records
An interview becomes guides a new manager or buyer can follow.
Read-only access. The owner’s CPA reviews and signs off. We never do.
Licenses, titles, contracts and proof, in one place by day 60.
Free first step
A readiness score built only from what anyone can see online, checked the way a buyer’s team would on a first look.
Not an appraisal, a valuation or advice on price.
Request a SnapshotBuyer will ask“Who answers the phone when you’re on a job?”
| Business | Score | Owner dep. | Transfer |
|---|---|---|---|
| Business APlumbing | 45 | High | High |
| Business BDrain service | 45 | High | High |
| Business CLandscaping | 52 | Low | High |
| Business DHVAC | 59 | Medium | Some |
| Business EPainting | 75 | Low | Low |
First question for Business A“Who answers customers when the owner is not there?”
For buyers and family offices
Send us the businesses you’re looking at. We score every one the way your diligence team would on a first look, and rank them before you spend a dollar on diligence.
At day 60
Start and finish, scored the same way both times.
Quoting, scheduling and service, step by step.
Requests, follow-ups and reminders handled by the system.
Old quotes, unpaid invoices and repeat work, with what came in.
Books, contracts and customer lists, organized for CPA review.
Score shown is from the demo engagement.
Who it’s for
Thinking about selling or retiring in the next few years, and want the business to run without you first.
A listing that has sat for a while. We start with a free Snapshot. Your listing agreement and commission stay exactly as they are.
See the owner-dependency questions before spending on diligence, or use the first 60 days after closing to move the work off the seller.
Pricing
The first look costs nothing. Relevo 60 is one fixed fee, agreed with the owner before day one. No share of the sale, ever.
Relevo Snapshot
Free
One business
Buyer pre-read
Free
Your first list, up to 20 businesses
Relevo 60
Pilot pricing
For our first five businesses
Keep ready
Monthly
Optional, after day 60
How we work
Questions
No. It is a first look at how much the business depends on its owner, built only from what anyone can see online. We never value a business, advise on price or take part in a sale.
The agents draft replies, reminders and follow-ups. A person approves anything before it reaches a customer, and every message is logged.
Read-only access, during Relevo 60 only, and only with the owner’s approval. The owner’s CPA reviews the numbers and signs off. We don’t.
The owner decides what goes in it and who it is shared with.
Owner-run service businesses in Southern California: trades and home services, auto, cleaning, landscaping and similar. If customers call the owner’s phone, it’s a fit.
Nothing in your agreement. We work for the owner on a fixed fee, take no share of the sale and never step into the transaction. How we work with brokers.
The name
Spanish, from relevar: to take over from, to relieve.
The handoff where the baton changes hands without being dropped.
The changing of the guard, where the post is never left empty.
Relevo generacional is how Spanish speakers describe passing one on.
From the Latin relevare, “to lift again”, the same root as relieve. Lifting the load off the owner is the work.
Start with one business
Send us the business’s website, or a listing that has been on the market a while. We send back its Relevo Snapshot.