AI, ownership and practical business systems

AI for Owners, Operators and Dealmakers

Explore Dr. Connor Robertson book companion resources on AI for business acquisitions, operating systems, cash-flow review and focused conversations.

The Dr. Connor Robertson personal book collection connects ownership, business acquisitions, productive conversations and operating systems. This library places AI at the center of the new website learning resources: research from actual records, draft useful working documents and build repeatable team processes.

These resources support the existing books. They are not invented book excerpts, new editions or claims that a published book contains AI chapters. Choose a workflow based on the decision you need to make.

Buying Wealth

Ownership, cash flow and AI-assisted decisions.

Build an Investment Buy Box With AIUse AI to turn ownership goals into clear acquisition criteria, a screening worksheet and a consistent research process.Use AI to Prepare a Business Cash Flow ReviewOrganize financial documents, distinguish owner earnings from buyer cash flow and prepare a reproducible acquisition worksheet.A Monthly AI-Assisted Capital Allocation ReviewCreate a practical review for reserves, operating investments and acquisition opportunities.

Creative Acquisitions

Business acquisition strategy with AI-assisted research.

AI for Business Acquisition Research: A Buyer WorkflowTurn business listings and authorized seller records into an organized acquisition research file.Compare Seller Financing Proposals With AI and a SpreadsheetPrepare clear comparisons of seller notes, cash at closing and acquisition funding requirements.Build a First 100 Days Acquisition Plan With AIConvert acquisition diligence into a practical transition plan with owners, deliverables and review dates.

Built to Run

AI, operating systems and founder independence.

Write Useful SOPs With AI: From Demonstration to Approved ProcessTurn real operating work into practical instructions, quality checks and team ownership.Build an AI-Assisted Weekly Business ScorecardPrepare an operating review with defined metrics, reliable sources and clear follow-through.Design AI Workflows That Support DelegationAssign drafting, review and decision authority so AI helps a team work independently.

The 7 Minute Phone Call

AI preparation for focused business conversations.

Prepare a Focused Follow-Up Call With AITurn prior messages into a short call agenda with useful questions and a clear next step.Write a Clear Business Call Recap With AIConvert approved notes into accurate decisions, responsibilities and next steps.Build a Thoughtful AI-Assisted Follow-Up SystemOrganize business contacts around real commitments, useful information and respectful timing.

Buy the Building

Business occupancy decisions and AI-assisted document review.

Use AI to Organize a Commercial Rent Versus Buy DecisionCompare total occupancy costs with a sourced worksheet and clear operating assumptions.Prepare a Commercial Building Document Review With AIOrganize authorized property records and specialist questions before a building purchase.Build an AI-Assisted Maintenance and Capital Reserve PlanTurn property records into an operating calendar and a practical reserve worksheet.

A practical path through the collection

Start with Buying Wealth for ownership criteria and cash-flow discipline. Use Creative Acquisitions for deal research, financing comparisons and transition plans. Read Built to Run for documentation, scorecards and management independence. Use The 7 Minute Phone Call to prepare conversations and keep next steps clear. Buy the Building addresses the specific commercial occupancy decision rather than defining the overall personal brand.

AI workflows for your business

Explore 200 working guides on practical ai adoption for owners and teams. Choose a task and business type for source records, a practical prompt, a worked scenario and an editable checklist.

Explore the workflow library