The AI platform for trusted advisors guiding business owner exits.
Why Now
The largest ownership transfer in history.
The US's Backbone
Silver Tsunami
Ownership Transfer
Sources: SBA Office of Advocacy, 2026 · McKinsey, The Great Ownership Transfer
Your clients are running out of runway.
The tools you have weren't built for the most important transaction of their lives.
Sources: Exit Planning Institute, 2023 · Torch Customer Discovery, 2026
Built for the way you work.
Three surfaces. One copilot. The whole exit.
An AI copilot that knows your client.
Ask Torch anything about your client's exit. It reads the documents, models the scenarios, and writes the next steps — grounded in your client's real data and your firm's process.
See it in action →A living roadmap your client can see.
Watch the exit readiness score update in real time as you model new scenarios. Every change recalculates the milestones, the timeline, and the target outcome.
Try the full roadmap →Exit Readiness
Q1 2027 · Target Exit
The whole team. One workspace.
Bring in the CPA, the attorney, the wealth advisor. Everyone sees the same plan. Torch tracks who owns what. Nothing falls through the cracks.
Explore the team workspace →Team on this plan
Sarah Chen
Lead Advisor
Michael Torres
CPA
Rebecca Liu
Attorney
Tom Reyes
Broker
Active Handoffs
Check it out yourself.
Walk through a live Torch demo with our anchor client, James Whitfield.
Open the demo →Built differently. On purpose.
The exit planning category was built for a pre-AI world. Torch isn't.
01
AI-Native
Built from the ground up around large language models, not retrofitted from legacy software.
02
Adaptive
No two business owners are alike. Torch adjusts to each client's industry, financial profile, and personal goals.
03
End-to-End
From readiness assessment to post-sale planning, Torch covers the full exit journey — not just one phase.
04
Orchestrates the Team
Most tools serve one advisor. Torch coordinates the CPA, attorney, banker, and wealth advisor around one plan.
Better outcomes. For everyone at the table.
For your clients
20–40% higher valuations when owners prepare 18+ months in advance
3x more likely to sell vs. close down
2 years less post-sale regret on average
For your practice
60% of post-sale liquid assets captured by exit-prep advisors vs. 13% industry baseline
12+ hours/client/month reclaimed from manual busywork
5x referral velocity from CPAs and attorneys who trust your process
Directional estimates · Torch Customer Discovery 2026 · McKinsey, EPI
NOTE: These numbers are directional placeholders. Kevin will replace with verified figures before launch.
Personal mission. Professional firepower.
We've lived this. We're building what we wished existed.
Now Hiring
Founding CTO
From the Torch journal.
Field notes from the great ownership transfer.
GUIDE
What is my business worth? A guide for owners thinking about exit.
Understanding valuation isn't just about price. It's about time, leverage, and the decisions you make before you're ready.
Read →ESSAY
How to sell your business: the 18-month preparation framework.
The advisors who consistently get premium exits for their clients don't start at the listing. They start 18 months earlier.
Read →GUIDE
Capital gains and the small business exit: what most owners miss.
Taxes are the silent killer of exit outcomes. Here's what to plan for before you ever talk to a buyer.
Read →Build Torch with us.
We're hiring a founding CTO.
Founding Chief Technology Officer
You'll own Torch's technical foundation — AI architecture, security, scale, and the engineering team. We're looking for someone who's shipped vertical AI products in regulated industries, cares deeply about end users, and wants to build the operating system for the largest ownership transfer in history.
Learn more →Light the torch.
Be among the first advisors to use Torch with your clients. Early access opens summer 2026.

