Project Description

CandaceAI focuses on reshaping the way small businesses change ownership, by combining the precision of AI with empathetic, human-centred advice. Its mission is to modernise the buying and selling process for local businesses and make the exit transparent, accessible and fair. With approximately 12 million small businesses in the United States currently owned by baby boomers and lacking clear succession plans, CandaceAI supports owners and buyers with tailored insights and support.

Our team worked with CandaceAI to explore how small-to-medium-sized business transitions can be modernized. Over six weeks, we analyzed the current M&A landscape, identified pain points in broker workflows, and engaged directly with practitioners through surveys and interviews. Based on these insights, we developed process models, wireframes, and an interactive prototype that demonstrate how an integrated platform could reduce inefficiencies, improve trust, and support smoother transactions. The results provide CandaceAI with a strong foundation for its next phase of development.