We just landed a game-changing consulting project at Profit Leap - building AI agents for succession and continuity planning. The goal is ambitious: reduce advisor workload by 50 hours per client through intelligent automation.
Succession planning has always been a manual, document-heavy process. Advisors spend countless hours gathering information, analyzing business structures, and creating comprehensive plans. We're about to change that entirely.
Our AI agents don't just automate tasks - they think like senior advisors. They analyze company financials, identify key personnel dependencies, and generate succession strategies based on thousands of successful transitions. What took weeks now takes hours.
The technical challenge is fascinating. We're combining large language models with specialized financial analysis tools to create agents that understand context, not just process data. These aren't simple chatbots - they're sophisticated systems that can reason about complex business scenarios.
Early testing shows we're already hitting 30-hour reductions per client. The agents handle initial assessments, document analysis, and preliminary recommendations. Advisors focus on high-value activities like relationship building and strategic decision-making.
What excites me most is the democratization this enables. Small businesses that couldn't afford comprehensive succession planning now have access to enterprise-level insights. We're not replacing advisors - we're amplifying their impact 10x.
The implications go beyond efficiency. By removing routine work, advisors can serve more clients and focus on complex, creative problems. It's a win for advisors, clients, and business continuity across the board.
This project represents the future of professional services. AI agents working alongside human experts, each doing what they do best. We're not just building software - we're redesigning an entire industry's workflow. The 50-hour reduction target? That's just the beginning.