LegacyBridge

Succession advisory for owner-led businesses

You can retire. Your legacy doesn’t have to.

LegacyBridge is a private advisor for owners preparing to step back. It listens, notes what the business depends on you for in your own words, and turns only what you approve into a handover plan for your successor.

Try the interactive demo

About five minutes. No account needed. Uses a fictional company.

From the demo · owner of Saguaro Comfort Heating & Air (fictional)
“…the access codes for their roof are only in my phone.”Exact words from the owner's interview
New discovery

Desert Palms roof access codes are only in your phone

Stated by the owner · stays a note until the owner confirms it.

A conversation, not a form

Answer in your own words, the way you would with a trusted advisor. One question at a time.

Every note tied to your words

Each item cites the exact sentence it came from. If a note can't be matched to what you said, it is set aside.

Nothing shared without you

Your successor sees only the handover steps you approve. Never the conversation itself.