The Summer Business Check-in
Your business is running. But is it protected? A guided review of where your business stands, what's protected, what's missing — and exactly what to do next.
You've worked hard to build this business.
The clients. The income. The reputation. The relationships that took years to earn.
But here's the question most sole owners never stop long enough to answer:
If something happened to you tomorrow — planned or not — would your business survive it?
Not "would someone figure it out eventually."
Would it actually survive. The bills. The clients. The accounts. The team. The things only you know.
For most business owners, the honest answer is uncomfortable. Not because they don't care — but because nobody has ever given them the time, the structure, or the space to find out where the gaps actually are.
That's exactly what The Summer Business Check-in does.
SELF-ASSESSMENT QUIZ
Is Your Business Protected If You Suddenly Can't Run It?
Take this 2-minute quiz to find out where your gaps are — and whether The Summer Business Check-In is right for you.
WHAT IS IT
The Summer Business Check-In is a self-guided business preparedness audit designed specifically for sole owners and self-employed Canadians who are ready to find out where they stand — and what to do about it.
Summer is the right time for this work. The pace shifts. The mindset opens. And Q3 and Q4 are coming faster than you think.
This is not a course. It is not a program. It is a focused, practical audit that gives you a clear picture of how protected your business actually is — and a specific plan for what to strengthen before something unexpected forces the conversation.
HOW IT WORKS
Three steps. → Two to three weeks. → One clear outcome.
Step 1 — Your Welcome Video
Before you open the workbook, you'll watch a short personal video from Jodi walking you through how the audit works, what each section means, and what to have ready before you begin. Practical, warm, and exactly what you need to start with confidence.
Step 2 — The Business Preparedness Workbook
A structured, fillable PDF workbook that guides you through the five core areas of business protection — at your own pace, in your own time. Most business owners complete it over two to three weeks in short, focused sessions. You'll see exactly where you're protected, where you're not, and what matters most.
Step 3 — Your 60-Minute Review Call with Jodi
This is where the audit becomes a plan. You and Jodi will go through your completed workbook together, identify your two to three most critical gaps, and build a prioritized action plan for what to focus on next. You'll leave the call knowing exactly what to do — and in what order.
THE FIVE AREAS YOUR BUSINESS AUDIT COVERS
🔑 Access
Can someone access your business bank account, CRA My Business Account, invoicing software, and key credentials if you suddenly can't?
This section identifies who has access — and who doesn't.
⚙️ Operations
How does your business actually run? What would stop, break, or fall apart if you weren't there?
This section documents the operational knowledge that currently lives only in your head.
👥 Clients and Team
Who are your active clients? What's outstanding? Who contacts them if you're suddenly unavailable — and what do they say?
This section protects the relationships you've spent years building.
💰 Finances and CRA
What are your outstanding invoices, recurring expenses, and CRA obligations? Who knows what's coming in and going out?
This section ensures your financial picture is clear and accessible.
📋 Legal Documents
Where is your will? Your Powers of Attorney? Your business registration or Articles of Incorporation?
This section maps where everything is — so the people who need to find it actually can.
WHO THIS IS FOR
This audit was built for you if:
→ You are a sole owner or self-employed Canadian running your business full-time.
→ Your business income directly supports your household and your family.
→ You have clients, vendor relationships, and referral partnerships you've worked hard to build.
→ You carry most — or all — of the operational knowledge of your business in your head.
→ You know you should have a plan in place and haven't had the time or structure to build one.
→ Summer feels like the right time to finally do this — and you want someone to help you do it right
WHY SUMMER?
Summer is not just a season. For a sole owner, it is one of the few windows in the year where the pace actually shifts enough to think clearly.
Your clients may be slower. Your inbox may be lighter. Your mindset is already moving toward vacation, toward rest, toward stepping away — even briefly.
That shift in mindset is the same one that makes this work possible.
And here's the practical reality: Q3 and Q4 are coming. September arrives fast. If you want to enter the final stretch of 2026 with your business protected, your gaps identified, and a clear plan in place — summer is the time to do it.
Not next quarter. Not when things slow down. Now …
WHAT YOU GET
📹 Welcome video — a personal 10-12 minute walkthrough from Jodi so you know exactly how to begin.
📓 The Business Preparedness Workbook — a structured, fillable PDF covering all five areas of business protection, designed to be completed in focused sessions over two to three weeks.
✉️ A personal mid-point check-in — at the halfway point, Jodi will reach out personally to answer questions, clear roadblocks, and keep you moving forward.
📞 One 60-minute review call with Jodi — a private, personalized session where you review your completed workbook together, identify your two to three most critical gaps, and leave with a clear, prioritized action plan.
INVESTMENT
$247 + HST
Lunch and learns cost more than this. So do most hours with a lawyer or financial advisor. And neither of those gives you a complete picture of where your business stands and a personal plan for what to do next.
WHAT HAPPENS AFTER
The Summer Business Check-In is a starting point — not a finish line.
After your review call, you'll know exactly where you stand and what needs the most attention. Some clients choose to continue with Jodi's four-week guided program to build their full contingency plan. Others work with Jodi one-on-one. Others take their action plan and run with it independently.
Whatever your next step is — you'll know what it is. That alone is worth the investment.
ABOUT JODI
Jodi Laking — Business Contingency Advisor | Your Business Executor
Jodi has spent 25 years as an entrepreneur and 12 years coaching hundreds of business owners across the GTHA through every stage of growth. Through Your Business Executor, she now focuses on what she calls the most overlooked part of building a business: protecting it.
She helps sole owners and self-employed Canadians document how their business works, organize their critical information, and build a plan that protects their income, their clients, and their families — for the short-term and the long-term. She has been referred to as a concierge for estate planning — the person who makes sure nothing is left unprotected.
📍 Ontario-based | Serving business owners across Canada
🌐 yourbusinessexecutor.ca
📧 info@yourbusinessexecutor.ca
📞 (519) 755-2530 (text or call)
Your business is running.
Now find out if it's protected.
Summer is the right time. This is the right starting point.
REGISTER NOW — $247 + HST
Spots are limited to ensure every client receives a personal review call with Jodi.
Registration closes August 15th, 2026.
SELF-ASSESSMENT QUIZ
Is Your Business Protected If You Suddenly Can't Run It?
Take this 2-minute quiz to find out where your gaps are — and whether The Summer Business Check-In is right for you.
FIND OUT WHERE YOU STAND