Your Executor's Roadmap: A 20-page framework designed to give your Executor the clarity and confidence
for a smooth business transition.
Every hour spent searching for documents is a billable hour lost and may require hiring expensive professionals to solve basic operational questions.
Locked systems mean client work stops, invoices aren't sent, subscriptions lapse, and the revenue that keeps the business alive dries up instantly.
When client communication goes dark and deadlines are missed, the trust you've built over years can erode, permanently damaging your professional legacy.
Those who are the central pillar of their company and want to create a clear, actionable plan for the future.
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.
Those who require a documented plan to ensure business continuity, manage daily operations, and uphold commitments to clients during a transition.
Those who need organized, comprehensive information to effectively manage or transition a business according to the owner's wishes.
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.