For real estate, business, and practice transitions

Keep every party
on pace. On timeline.

A professional AI coordination layer that runs alongside your broker, attorney, and lender. It sends Friday status reports to every party, manages the document hub, gives every role its own AI assistant, and keeps the deal moving smoothly to close.

Start a transition See how it works
Built by a working dental practice broker · CA DRE #01926047
$999 flat per deal 45-day program Unlimited parties Human oversight
The timeline

Reverse-engineered from your closing date.

Plug in your closing date. The AI maps every milestone backward, sets reminders, and shares the timeline with every party in the deal.

Day 1
Kickoff & onboarding
Day 7
DD opens, financials shared
Day 15
Lender milestone
Day 22
Contingencies released
Day 30
Lease & license transfer
Day 40
Final docs prep
Day 45
Closing wire 🎉
● 7 milestones tracked automatically ● Friday recap email to all parties ● Live dashboard updated daily
How it works

Three things, done well.

Coordination is simple in concept and hard in practice. The AI handles the three pieces that make or break a transition.

📅

Weekly status reports

Every Friday, the AI sends a clean status report to every party. What was completed this week. What's coming next week. What needs attention. No more silent stretches.

📁

Shared document hub

One secure vault for every PSA, LOI, P&L, lease, and license. Each party sees only what they need. Bankers get financials automatically. Attorneys get the contracts. Everyone's audit-ready.

🤖

An AI for every party

Buyer, seller, broker, attorney, lender, escrow — each gets their own dedicated AI assistant in chat. Ask any question, any time. Instant answers backed by the deal's full document set.

Everyone in the deal

Each role gets a dedicated AI assistant.

Click any party's chat. Ask anything about the deal. The AI knows their role, the documents they need, and the deadlines they're tracking.

🪙
Buyer
Tracks contingencies, financing, walkthrough dates.
🏷️
Seller
Tracks doc requests, transition tasks, payout timing.
📋
Broker
Sees full deal status, every party's progress, every flag.
⚖️
Attorney
Pulls contracts on demand, tracks redlines, flags clauses.
🏦
Lender / Banker
Auto-receives financials, tracks loan milestones.
🔐
Escrow
Coordinates earnest money, wires, closing docs.
🏢
Landlord
Reviews lease assignments, sends estoppels.
👥
Team / advisors
CPAs, consultants, family — invite anyone, scoped access.
What it looks like

Quiet, professional, on time.

A peek at the weekly Friday report, the AI chat, and the shared document hub.

📬 Friday status report

💬 AI assistant in chat

Banker: When was the buyer's pre-approval expected to land?
🤖 The buyer's pre-approval was expected by Day 14. It was received yesterday (Day 13) — slightly ahead of schedule. Underwriting reviewing now. Loan funding milestone is Day 38.
Banker: Show me the latest P&L.
🤖 Sharing 2024 P&L (audited) and Jan–Sep 2025 YTD now. Also flagging: P&L shows owner-doctor compensation as distributions — verified with seller's CPA last week.
👍 Got it, thanks.

📁 Shared document hub

📄
PSA - Mistry Practice (Final).pdf
SIGNED
💰
2024 P&L Audited.pdf
SHARED
🏢
Lease Agreement.pdf
SHARED
🏦
Buyer Pre-Approval Letter.pdf
RECEIVED
📜
Dental License Transfer App.pdf
DUE WED
📑
Closing Disclosure (Draft).pdf
DAY 40

📊 Live deal dashboard

Mistry Practice Sale
Day 21 of 45 · Closing June 18
ON TRACK
Milestones complete
11 / 24
Documents in vault
23
Active parties
7
Next milestone
Lease assignment (in 4 days)
Pricing

One flat fee.
One smooth deal.

No hourly. No retainer. No surprises. Pay once, the AI runs your deal to close.

Per transition
$999
flat fee · 45-day program · unlimited parties
  • Reverse-engineered 45-day timeline from your close date
  • Friday status report to every party, every week
  • Shared document hub with role-based access
  • Dedicated AI assistant for every role (buyer, seller, lender, etc.)
  • Live dashboard for the entire deal team
  • Document review, deadline tracking, polite nudges
  • Risk-flag analysis of contracts and financials
  • Human oversight by a working broker — eyes on every deal, every day
  • Email + chat support during business hours
Start a transition

Stripe checkout coming soon · email to start your deal today

Common questions

Good questions.

Does this replace my broker or attorney?

No. The AI complements them. It handles the coordination layer — the part that keeps everyone aligned and on schedule. Your broker still negotiates. Your attorney still reviews docs. The AI just makes sure nothing slips while they do their part.

Who can join a deal?

Anyone you invite. Buyer, seller, broker, attorney, lender, escrow, landlord, accountants, advisors, family — each gets scoped access to what they need to see. No password-sharing, no awkward email chains.

What if my deal takes longer than 45 days?

The AI continues running until close, even if it takes 60 or 90 days. The first 30-day extension is included at no extra charge.

How does the AI talk to my banker?

The banker gets their own login + chat. They can ask the AI anything about the deal — financials, milestones, wire instructions — and the AI answers from the shared document set, instantly. No more chasing for paperwork.

Is my data secure?

Yes. Documents are encrypted at rest and in transit. Each party only sees what their role needs. Audit logs are kept on every action. Your deal is private.

Who's behind this?

Jonathan Ingalls, a working dental practice broker (CA DRE #01926047), built this from real transitions. Every email template, every milestone, every document checklist — modeled on a real broker's playbook.