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If you were gone tomorrow, would your business be a gift or a burden?
If you were gone tomorrow, would your business be a gift or a burden?
Your Executor's Roadmap: A 20-page framework designed to give your Executor the clarity and confidence
for a smooth business transition.
What happens when there's no plan?
What happens when there's no plan?
Your life's work can quickly become a source of tangible loss for your business and family.
Your life's work can quickly become a source of tangible loss for your business and family.
Wasted Time & Money
Wasted Time & Money
Every hour spent searching for documents is a billable hour lost and may require hiring expensive professionals to solve basic operational questions.
Lost Revenue & Operations
Lost Revenue & Operations
Locked systems mean client work stops, invoices aren't sent, subscriptions lapse, and the revenue that keeps the business alive dries up instantly.
Damaged Reputation
Damaged Reputation
When client communication goes dark and deadlines are missed, the trust you've built over years can erode, permanently damaging your professional legacy.
Who is this workbook for?
Who is this workbook for?
This guide was created for the dedicated DIY business owner, but its value extends to the key people who support your legacy.
This guide was created for the dedicated DIY business owner, but its value extends to the key people who support your legacy.
Small Business Owners
Small Business Owners
Those who are the central pillar of their company and want to create a clear, actionable plan for the future.
Family Members
Family Members
Those who may need to step in during an emergency and require a simple, clear guide to the business to reduce stress and make informed decisions on behalf of the family.
Business Partners
Business Partners
Those who require a documented plan to ensure business continuity, manage daily operations, and uphold commitments to clients during a transition.
Legal Professionals
Legal Professionals
Those who need organized, comprehensive information to effectively manage or transition a business according to the owner's wishes.
What's inside the workbook?
What's inside the workbook?
A clear path to protecting what you've built.
A clear path to protecting what you've built.
Provide an instant overview
Give your Executor a "Business at a Glance" summary so they can get up to speed immediately.
Provide an instant overview
Give your Executor a "Business at a Glance" summary so they can get up to speed immediately.
Protect your reputation
Detail active projects and client communication, allowing for a professional handoff.
Protect your reputation
Detail active projects and client communication, allowing for a professional handoff.
Guide to key systems
Guide your Executor to the location of critical digital tools and account information.
Guide to key systems
Guide your Executor to the location of critical digital tools and account information.
Ensure your wishes are followed
Convey your preferences for the future of your business—close, sell, or transfer.
Ensure your wishes are followed
Convey your preferences for the future of your business—close, sell, or transfer.
Executor's Roadmap
$10
Testimonials
"Amazing Product and
Excellent Customer Service"
- Ruth
Mosaic Business Solutions, LLC
"This is a powerhouse booklet that every business owner should have. It's obvious a great deal of time was spent in thoughtfully organizing and detailing what business owners need to be prepared for the unforeseen events in life. Highly recommend!"
- Susan
HVAC Marketing SEO
My goal in creating the Core Foundation of Your Business Workbook was to build a simple, practical roadmap that gives your family and Executor the clarity and confidence they need to manage your affairs.
To ensure it provides maximum value, the workbook was developed with expert input—it has been meticulously reviewed by Business and Estate Planning Attorneys, tested by experienced business advisors, and refined with direct feedback from other business owners to prepare your Executor for real-world challenges.
Don't leave your legacy to chance. Take the first step toward peace of mind.
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