Get your business organized!
Take control of your business assets!
Plan for your future, today!
Did you know that over 50% of Canadian business owners do not have a will or succession plan in place, leaving over $2 trillion in business assets at stake?
Hello! My name is Jodi Laking and I am Your Business Executor.
I have been a business consultant for over 10 years and 2025 marks the launch of – Your Business Executor – which focuses on helping business owners and their families plan and prepare for their future and the future of their business.
My goal is to help business owners get organized today AND offer support to business owners, spouses, and families to help reduce stress and overwhelm during a future chaotic and catastrophic time.
I want to ensure that the assets you have worked hard to build and acquire be accounted for and secured by your next of kin.
🙏 Thank you to everyone who participated in my pilot group for launching Your Business Executor and The Dahlias Planner!
I just wanted to share some feedback I received from participants . . . 🫶
“Just wanted to say that you are INCREDIBLE at delivering information!
Wow.
Really enjoyed my first session tonight, even though it's material that I didn't think would 'excite me'.”
// Kelsey R. - Participated in the launch pilot group for Your Business Executor and The Dahlias Planner // ❤
“Thank you so much for taking the time to answer all my questions! You were so patient with everyone and so knowledgeable.”
// Chris S. - Participated in the launch pilot group for Your Business Executor and The Dahlias Planner // ❤
“More people need to join these sessions and get prepared. I had no idea what the first step was to get myself organized, much less my spouse or family. Thank you!”
// Amy Z. - Participated in the launch pilot group for Your Business Executor and The Dahlias Planner // ❤
I am so grateful and humbled by this experience and want to keep the momentum going. So, I am planning to host another free, 4-week group to work with business owners who want to learn about succession planning and spend time getting organized and prepared.
Participants will work with me to get their business documents organized in one centralized space including business registration documents, business account details and passwords, authorized representatives and beneficiaries, plus we will spend time organizing business assets.
Along the way, I will help them understand different steps they need to take to help make their assets and documents more accessible for them now, as well as ensure their assets are set-up for their next-of-kin if an unfortunate crisis or catastrophic event leaves the business owner inaccessible to make decisions related to their business.
I know we don't like to think about a future where we aren't here. But I urge you to take the time now to plan and prepare your business so your spouse, family and children know what to do with your business and how to access your business accounts and assets that you worked so hard to build. ❤
There is no fee to participate. Registration is required.
Let’s get planning!
What Does ‘Your Business Executor’ Offer?
Your Business Executor focuses on helping business owners and their families plan and prepare for their future and the future of their business.
Business Consulting &
Succession Planning
We work with business owners to understand and plan what they want for the future of their business.
We answer questions related to business operations and future planning while entrepreneurs are still operating their business, when they are ready to retire, and if an event happens that takes them away from their business.
Family & Executor Planning
It’s crucial for succession and estate planning that your spouse, business partner, children, and other next of kin be part of the conversation.
We work with the business owner and their family/executor to guide them through the processes their next of kin will follow to access their business accounts, documents, financials, assets and policies.
Document and Asset Management
We collaborate with business owners to help them get organized by bringing all their business documents, assets and account details together into one centralized location for easy access today and in the future.
We help organize business account details, investments, partnerships and affiliations, insurance policies, benefits plans, and other operational and administrative policies for easy access.
The Dahlias Planner©
The Dahlias Planner© is here to help you get organized for your present and future.
This planner will help you get organized today and help your spouse, partner, executor, or next-of-kin easily access your business’ details and account information in the event you are incapacitated.
Resource Directory
Your Business Executor offers a directory of tools and resources for individuals and business owners to learn about the value of planning and preparedness, executors and power of attorneys, how to create a will, why is a will important for personal and business preparation, what is probate, as well as guidance on estate planning, legacy planning, and succession planning.
Events & Community
Your Business Executor hosts free online and in-person events to help educate business owners on topics such as business planning, succession planning, will planning, asset management, and the importance of assigning an executor for your personal and business affairs.
