BUSINESS SUCCESSION PLAYBOOK™
WHY I CREATED IT
I created this digital framework — the Business Succession Playbook™ — because 100s of small business owners have been asking me to create a checklist so they could organize their vital business information.
After helping solopreneurs and small business owners organize their vital succession information,
what I learned is:
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Businesses are more complicated than our personal lives.
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There is no “one size fits all” when it comes to businesses.
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A checklist won’t cut it.
So I created the Business Succession Playbook™ for solopreneurs and small business owners to complete at their own pace and on their schedule.
The Business Succession Playbook™ includes 360+ prompts for you to complete on your own and it is designed to scale with your business.
THE 360+ PROMPTS COVER
legal + compliance info
formation documents, operating agreements, periodic filings + more
financial details
EIN, bank accounts, taxes, insurance, CPA, bookkeeper, accounts receivables + more
digital tools
video conferencing, scheduling, image creation tools + more
misc / other items
professional memberships, important causes + more
online presence
domain names, social media, Google Business Profiles + more
contracts & commitments
from agreements with clients/customers to contracts with vendors
business offerings
details about your business's products or services — or both!
succession details
who is the Successor + when was this information last reviewed with them
employees / contractors
contact info, benefit details, subcontracts + more
property — physical and digital
equipment, supplies, podcast episodes + more
brick & mortar
stores, warehouses, co-working spaces, podcasting studios + more
goals & priorities
goals and to-do's for both temporary and permanent scenarios
WHY USE TECH TO ORGANIZE YOUR BUSINESS SUCCESSION DETAILS?
EASIER
no more misplaced paper files, no more requiring a Successor to be tied to a physical location
MORE SECURE
technology provides secure means to protect and share business information
ACCESSIBLE
Your Successor will be able to access the business information they need — wherever they are
I WANT TO SAVE YOUR SUCCESSOR FROM
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stressing out because they don't know the business's EIN, can't access the accounts receivables and payables information, don't know who the CPA or bookkeeper is — and they need to file the business taxes
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"flying blind" because they don't know what vendor contracts have been signed, what client work is under obligation to complete, or how to contact valuable team members
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struggling to update the business's website, figuring out how to contact vendors and clients and trying to locate inventory data
BECAUSE BUSINESS OWNERS USE DIFFERENT TOOLS
the Business Succession Playbook™ is available in two formats
Excel
also includes an 18-minute orientation and overview video
also includes a 19-minute orientation and overview video
faqS
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In what format(s) is the Business Succession Playbook™ available?The Business Succession Playbook™ is available in two versions: Excel and Google Sheets. Purchase the version that makes best sense for you and your business.
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What do I get when I purchase the Business Succession Playbook™?In addition to the Business Succession Playbook™, you'll also receive an orientation video that provides an overview of the digital framework and explains the purpose and goals of each tab. The video also includes suggestions and tips on how to set up your business — and your Successor — up for success.
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How much does the Business Succession Playbook™ cost?The comprehensive Business Succession Playbook™, which includes 360+ prompts, costs $679.