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
legal + compliance documents
formation documents, operating agreements, periodic filings, licenses + more
financial details
EIN, bank accounts, taxes, insurance, CPA, bookkeeper, accounts receivables + more
property — physical and digital
office space, warehouse, equipment, supplies, patents, trademarks + more
online presence
domain names, websites, social media accounts, Google Business Profiles + more
employees / subcontractors
contact info for the people who support your business, benefits, subcontracts + more
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
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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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trying to figure out how to update the business's website, how to contact vendors and clients and where inventories are kept
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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:
3 one-hour Zoom sessions — tailored to your business
Topics addressed include:
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Legal and compliance
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Finances
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People
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Property
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Online presence
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Contracts
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Communications
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and six more!
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?