The Life Insurance
of Business Knowledge

Pass the Keys turns guided voice conversations into the operational manual your business never had. Just talk about how your business runs. We handle the rest.

94% of businesses listed for sale never close. The #1 reason? The buyer can't get comfortable with how the business actually runs.

πŸ›‘οΈ
For owners who want peace of mind

"If something happens to me, my family needs to know how this place runs."

You've been meaning to write it all down for years. You probably never will. But in five guided conversations, PassTheKeys turns what's in your head into a private, searchable business brain your family or managers can actually use.

Get started →
πŸ”—
For owners who depend on key people

"Our office manager knows everything. What if she gives two weeks' notice?"

When critical knowledge lives in one person's head, your business is exposed. PassTheKeys captures the unwritten rules, vendor relationships, workflows, and decisions before they walk out the door.

Get started →
πŸ”‘
For owners getting ready to sell

"The buyer keeps asking questions my books can't answer."

Buyers want more than financials. They want to understand how the business actually runs. PassTheKeys creates a handover package that documents the real operating knowledge behind the company.

Get started →
🀝
For advisors to business owners

"I advise business owners."

Use PassTheKeys to help clients prepare for continuity, succession, and sale with a structured knowledge handoff they can complete in a week.

Get started →

Every business has a financial backup plan.
Few have a knowledge backup plan.

Insurance can protect your family. Contracts can protect ownership. But neither protects the day-to-day operating knowledge your business depends on.


PassTheKeys creates a private backup of how your company actually works β€” before that knowledge is lost.

What happens if…

PassTheKeys helps make sure the answers don't disappear with the person who knows them.

Five conversations.
That's it.

1

We ask the right questions

Tailored to your business so we uncover what actually matters.

2

You talk, we listen

No typing. No forms. Just talk like you're training someone.

3

We organize everything

Your answers become structured knowledge across operations, vendors, customers, policies, finances, and key people.

4

Your business brain goes live

A searchable knowledge base your team, family, or buyer can query. Ask it anything about how your business runs.

5

You stay protected

Update it any time with a new recording as your business evolves.

Session Preview

"Walk me through your top five customers. How did each relationship start?"

03:42

More than a document.

Your business knowledge becomes a private, searchable knowledge base your team can actually use.

PassTheKeys β€” Acme Manufacturing Co.

Operations vs. Vendors & Suppliers

Daily opening procedures, equipment maintenance schedules, quality control checkpoints, and seasonal workflow adjustments β€” alongside key vendor contacts, supply chain details, and supplier terms documented from owner conversations.

Ask the Business Brain
"Who are our critical suppliers and what are the backup options?"
Based on Session 2: Primary steel supplier is Harmon Industries (rep: Dana Lee, net-45 terms). Backup supplier is Tri-State Metals, slightly higher cost but faster turnaround. Orders over 10K lbs get a 6% discount from Harmon…

Customer Relationships

Key accounts, relationship history, communication preferences, contract terms, and the unwritten knowledge about how to keep your most important customers happy.

Ask the Business Brain
"Who handles our biggest customer account and what do they need to know?"
Based on Session 3: Mike Chen manages the Westfield account. They require net-30 terms, always order through Jeanine (their procurement lead), and expect a quarterly check-in call the first week of each quarter…

Finance & Billing

Billing cycles, payment processing workflows, accounts receivable procedures, financial reporting schedules, and the institutional knowledge behind your company's financial operations.

Ask the Business Brain
"What's our invoicing process for recurring clients?"
Based on Session 4: Recurring clients are invoiced on the 1st of each month via QuickBooks. Lisa in accounting sends reminders at 15 and 30 days overdue. Enterprise clients (Westfield, BrightPath) get custom PO-based invoicing…

Key People & Policies & Procedures

Essential team members and their roles, institutional HR policies, standard operating procedures, onboarding processes, and the people knowledge that keeps your business running smoothly.

Ask the Business Brain
"Who should I contact about employee onboarding?"
Based on Session 5: Rachel Torres (HR lead) handles all onboarding. New hires complete a 2-week orientation that includes shadowing with their team lead. IT setup requests go to Derek in operations at least 3 days before start date…
πŸ“‹
Your company knowledge, organized
πŸ”
Searchable by your team
πŸ”
Private and access-controlled
πŸŽ™οΈ
Built from your voice

What You Get

🧠

Your Business Brain

A private, searchable knowledge base built from your voice. Ask it anything about how your business runs.

πŸ“Š

Coverage Dashboard

See exactly how much of your business knowledge is captured. Know where the gaps are.

πŸ“„

Handover Documents

Generate buyer-ready docs, team manuals, and continuity plans in one click.

πŸ”’
Encrypted
Bank-grade encryption on everything
🚫
Never trained on
Your data is never used to train AI
πŸ‘οΈ
You control access
Share, revoke, and track who sees it
πŸ—‘οΈ
Delete anytime
One click removes everything permanently
10K
Boomers retire daily
94%
Of listed businesses don't sell
73%
Plan to transition in 10 years
65%
Family businesses without a succession plan

Your company knowledge is never shared and never used to train AI for anyone else.

Built for owners. Trusted by the people helping them sell.

πŸ’¬
"Every business I list for sale has this problem. The owner knows everything and none of it is written down. This tool solves it in a week."
Business Broker Β· Chicago, IL

You spent thirty years learning how your business works.
Start capturing it today.

Get Started β€” Free

30-minute first session. No credit card. No commitment.

Want updates instead? Join our newsletter.