If you're wondering whether this is right for you, chances are someone else asked the same thing. Here are the answers.
Most businesses complete the full process in 6-8 weeks. The Discovery package takes about 2 weeks. The Blueprint takes 6 weeks. The Enterprise Exit takes 8 weeks. We work on your schedule with scheduled milestones — no surprises.
Not at all. If you can take a photo with your phone or talk into a voice recorder, you have all the tech skills you need. We provide a simple checklist — not a test — and we handle all the technology on our end.
That's literally what we're here for. Boxes of papers, filing cabinets, sticky notes on equipment — we've seen it all. You don't need to organize anything before sending it to us. The messier it is, the more value we add.
About 5 hours for most businesses. That includes: gathering your materials (~2 hours), an optional 30-minute audio walkthrough, and two brief review sessions (~1 hour each) where you check our work. Compare that to a traditional audit that takes 40+ hours of your time.
The audio walkthrough is optional — it's just one of the best ways to capture your knowledge. You can also just send us your materials and we'll work with what you have. Even 5-minute voice memos recorded while driving are helpful.
Everything. Handwritten notebooks, phone photos of receipts and whiteboards, voice recordings, scanned invoices and contracts, old spreadsheets, Word documents, printed manuals, business cards, even a box of papers. We convert all formats into clean digital text.
Perfect. Just take photos of the pages with your phone and send them to us. Our AI handwriting recognition can read most handwriting and convert it to typed text. We'll flag anything we can't decipher and ask you to clarify.
Yes — and honestly, this is one of our best sources of information. Just open the voice recorder on your phone and walk through your day, describe how you handle different situations, talk about your key contacts and suppliers. We transcribe everything and organize it by topic.
Only your assigned documentation team. All data is encrypted in transit and at rest. We sign a Non-Disclosure Agreement (NDA) on every project before you send us anything. Your information is never shared, sold, or used for any purpose other than your documentation package.
Yes, absolutely. Your data, your rules. After we deliver your final package, you can request a complete data deletion. We'll remove all source materials and working files from our systems and provide written confirmation.
All data is stored on encrypted, US-based cloud servers with enterprise-grade security. We use industry-standard encryption (AES-256) and multi-factor authentication for all team access. Your files are never stored on personal devices.
Depending on your package, you receive some or all of: Complete SOPs (Standard Operating Procedures), a searchable Business Wiki, Process Flow Diagrams, a Clean Financial Data Package, an Investor-Ready Business Plan, a Supplier & Contact Database, an Equipment & Asset Registry, and Customer Relationship Notes. Everything is delivered in PDF, printable, and digital formats.
Yes — they're designed for professional review. Our financial summaries are formatted for accountants. Our business plans meet standard broker and lender expectations. With the Enterprise package, we'll even brief your broker or accountant directly.
Yes. Our Business Plan deliverable is designed to meet SBA and commercial lending requirements. Clean financials, documented operations, executive summary, market analysis — everything a loan officer needs to say yes. Several of our clients have used their RelayBridge package to secure financing they'd previously been denied.
Absolutely. Many of our clients aren't selling — they just want peace of mind. Documented businesses are easier to manage, easier to delegate, and easier to step away from. It also means you're always ready if an opportunity to sell or get a loan comes along.
Yes. Our documentation packages are designed to complement the due diligence process. They provide a structured, verified record of how the business actually operates — far more reliable than verbal assurances from the seller.
This is actually one of our most popular use cases. Buyers tell sellers: "I'll pay your asking price — if you get the business documented through RelayBridge first." It protects both sides and makes the deal close faster.
Yes, we have a partnership program for brokers and CPAs. You can recommend RelayBridge to your clients as a "Pre-Flight Documentation Check" — it makes your deals close faster and for higher multiples. Contact us to learn about our referral program.
Yes. All packages are paid in milestones tied to each phase of work. You pay as deliverables are completed and approved — never all upfront. This means you always see results before the next payment is due.
Additional revisions are available at a flat rate. In practice, most clients don't need them — our milestone review process catches everything early. But we're happy to keep refining until you're satisfied.
Common and easy. Your Discovery work carries over — nothing gets redone. We simply continue from where Discovery left off into the next phase. The cost of Discovery is credited toward your Blueprint or Enterprise package.
Not sure what a term means? Here's a plain-English guide to the most common terms you'll encounter when selling or documenting a business.