For Small Business Owners
Prepare your business for a serious, professional sale
Get your financials organized, control buyer access, and follow a clear path from preparation through close so your sale stays on track and on your terms.
Sell with clarity and peace of mind
Prepare your business, keep your numbers organized, and stay in control of buyers from first conversation through close.
Know you're truly sale ready
Follow a clear, guided journey that shows what to prepare, when to prepare it, and how to answer the hard buyer and lender questions.
Organize your numbers in one trusted place
Clean up, recast, and explain your financials inside a secure deal room so you can present clear numbers that stand up to diligence.
Stay in control of every buyer
Control who sees what, track real buyer interest, and move each conversation through defined milestones so late surprises are far less likely.
Get your business sale ready with confidence
Guided seller journey
Follow clear milestones from first prep steps through buyer meetings, diligence, and close so nothing gets overlooked.
Organized financials and valuation
Clean up numbers, document add backs, and see valuation context so your price feels fair and defensible.
Secure deal room
Keep documents, messages, and diligence requests in one protected workspace instead of scattered email threads and folders.
Controlled buyer access
Grant role based access so the right buyers see the right information at the right time, not before you are ready.
Buyer interest tracking
See who is logging in, viewing files, and asking questions so you can focus on serious buyers, not tire kickers.
Lender and advisor ready
Use standardized checklists and shared workspaces so brokers, accountants, lawyers, and lenders work from the same source of truth.
Before Candace, we burned so much time toggling between spreadsheets, email threads, and data rooms just to push one deal forward. Now, our deal files, NDAs, valuations, and conversations all live in one place. My team actually gets to focus on helping clients, not chasing files.
Frequently Asked Questions
Is CandaceAI a broker or listing site?
No. CandaceAI is not a marketplace and it does not act as a broker. You stay in control of who you work with. CandaceAI gives you a secure system to prepare, organize, and run your sale alongside your broker, accountant, or attorney if you have them.
Who is CandaceAI for?
CandaceAI is built for small business owners who are planning to sell in the next 6 to 18 months. It works well for owner operators, family businesses, and long time owners selling their biggest asset, whether you are working with an advisor or handling the process yourself.
How does CandaceAI help me get ready to sell?
CandaceAI walks you through what buyers and lenders expect, from your financials to key documents. You get clear steps, reminders, and a single place to store and explain everything, so you are not scrambling once a serious buyer shows up.
Can I use CandaceAI with my broker, accountant, or lawyer?
Yes. You can invite your broker, accountant, or lawyer into a shared workspace. Everyone sees the same checklists, documents, and status, which cuts down on long email threads and confusion about who is doing what.
How does CandaceAI protect my sensitive information?
You decide who sees what. CandaceAI gives you a secure deal room where you can control buyer access, share only what is needed at each stage, and track who has viewed or downloaded documents.
What if my financials are messy or incomplete?
That is very common. CandaceAI helps you clean up and explain your numbers so they are easier for buyers and lenders to understand. You get tools to organize add backs, normalize your financials, and present a clear story about your business.
Prepare your sale with calm control
Bring scattered numbers, buyers, and documents into one clear process so you're ready for hard questions, fewer surprises, and a dignified exit on your timeline.