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BUSINESS SUCCESSION ORGANIZING

Business succession organizing may not be
at the top of your priority list – yet it should be.

Our businesses today — regardless of what our client offering is — are digital.


In today's high-tech world, having an operating agreement in place isn't enough to ensure your business will continue to operate in the way you want, should something unexpected happen to you.

Our business offerings are just as unique as our personal lives.

When we look at all the moving pieces and parts that support our businesses, we quickly see that every business — regardless of the industry — has a lot of commonality.

So, what makes up a business today? 

A MODERN-DAY BUSINESS HAS

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legal + compliance documents

formation documents, operating agreements, periodic filings, licenses + more

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financial details

EIN, bank accounts, taxes, insurance, CPA,  bookkeeper, accounts receivables + more

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property — physical and digital

office space, warehouse, equipment, supplies, patents, trademarks + more 

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online presence

domain names, websites, social media accounts, Google Business Profiles + more

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employees / subcontractors

contact info for the people who support your business, benefits, subcontracts +  more

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passwords

every online/digital account today has a username and (hopefully) unique password

the items above are simply a sampling of a modern-day business

WHY USE TECH TO ORGANIZE YOUR BUSINESS SUCCESSION DETAILS?

EASIER
 no more misplaced paper files, no more needing 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

  • 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 

  • "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

  • trying to figure out how to update the business's website, how to contact vendors and clients and where inventories are kept

  • needlessly paying interest and late fees because they don't have the authority and/or information needed to pay bills

Organizing your BUSINESS succession information BOILS down to three simple stepS

what: identifying the details needed to be organized for your business

whERE: organizing the succession information so it's easily located by Your Successor

hOW: ensuring Your Successor knows how to access this critical business information — and how to access the necessary digital accounts

Interested in being a Beta Tester?

I'm looking for 1-2 more small business owners to "test drive" the contents of my business succession organizing offering

For your $369 investment, you'll receive:

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3 one-hour Zoom sessions — tailored to your business

Topics addressed include:

  • Legal and compliance

  • Finances

  • People

  • Property

  • Online presence

  • Contracts

  • Communications

  • and six more!

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thorough understanding of your business's "succession readiness"

Is your business ready for your Successor to take over tomorrow and continue without missing a beat?

Interested in working with Kate as a Beta Tester?

send Kate a quick email and she'll send you a questionnaire to see if you'll be a good fit

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