We are preparing our business for a clean exit using the Step by Step Exit framework, but our systems are heavily dependent on a few key employees. How do we use AI to document our standard operating procedures without pulling our people away from their daily work?

Question

Tyler Smith · Accepted Answer

When preparing for an exit, proving your business is system-dependent rather than expert-dependent is critical to maximizing your valuation in your Business Insights Report. You can use AI to build these standard operating procedures without forcing your busy experts to write a single document.

Instead of asking your key employees to sit down and draft SOPs, have them record their screens or use voice memos while they perform their daily, routine tasks. They simply explain what they are doing in real-time as they complete their work.

Feed these raw audio and video recordings into an AI-powered documentation tool. The AI can transcribe the recording, clean up the steps, and automatically format them into a structured, step-by-step standard operating procedure.

Your key employees then spend just five minutes reviewing and approving the draft rather than hours writing it from scratch. This rapid documentation process allows you to quickly package your operational excellence into expert systems that a buyer can trust, eliminating the key-person risk identified in your Value Gap Assessment.