AI-Led Exit Planning: Alain Dagenais Turns Micro Businesses into Sellable Assets with PlanBot

Описание: In this episode of Wise Tech for Wise Money, Gary Wayne speaks with Alain Dagenais, a professional engineer, certified exit planner (BEI), and creator of PlanBot—an AI app that makes exit planning affordable for micro/small businesses (1-4 employees, $50k-$100k net income). Traditional exit plans cost $10k-$30k, but PlanBot delivers a "concept plan" for $295, valuing the business, modeling tax-efficient scenarios, identifying buyers, and providing action checklists to boost sale value—all via mobile app (voice/text input, multilingual soon).

Alain shares his journey: sold 5 businesses post-retirement (after becoming a pilot), coached scaling/exits, spotted the affordability gap for tiny firms, and built PlanBot to automate groundwork (using Nimbo for valuations), empowering owners, accountants, lawyers, and brokers without replacing pros. He explains why procrastination kills options (like last-minute travel bookings), how PlanBot overcomes it with convenience/dynamic updates, and its role as an "on-ramp" for full teams (lawyers/accountants handle implementation).
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Key insights: most micro businesses aren't transferable without prep (owner-centric), AI saves time/money (no $10k prelim fees), prepares for earn-outs/ESOPs/buy-sell agreements, and even helps buyers with due diligence. Alain eyes global expansion (Dubai hub) for 200M+ businesses.

Interested in how AI can transform financial and mortgage advisory? Visit: https://a1solutionsintl.com/

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— Gary Wayne, AI A1 Solutions

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