Business Preparedness Foundations™
Stop putting it off. Let's get your business organized.
You know there are important pieces of your business that live mostly in your head.
The accounts. The contacts. The professional advisors. The insurance. The passwords and systems. The processes. The decisions someone else wouldn't know how to make without you.
You've probably been meaning to organize it for a while.
Business Preparedness Foundations™ gives you four weeks of dedicated time, practical guidance and accountability to finally do it.
Together, we'll organize critical business information, identify preparedness gaps, understand which decisions still need to be made, and create a practical action plan for what deserves your attention next.
You don't need another overwhelming project. You need a practical way to finally deal with the thing you keep putting off.
Next Program
Wednesdays | October 28 – November 18, 2026
12:00–1:00 p.m. ET | Live Online
Investment: $347 CAD + HST
STAGE → PREPARE
Best For: Established Canadian business owners who are the primary decision-maker in their business.
Recommended Business Owners:
Sole proprietors
Self-employed professionals
Incorporated owner-operators
Businesses with 1–20 employees
Format: Four-week live, guided virtual program
Includes:
✔ Live instruction
✔ Guided implementation
✔ The Dahlias Planner™
✔ Personalized resources
✔ Accountability
✔ Action planning
Investment: $347 CAD +HST
Next Date: Wednesdays | October 28, November 4, 11 & 18, 2026
Where Foundations Fits
Business Preparedness Foundations™ represents the PREPARE stage of the Business Executor Method™:
LEARN → PREPARE → PLAN → ACT
LEARN — Understand what applies to you and what your business may need to prepare for.
PREPARE — Organize the information, people, responsibilities, and professional support your business depends on.
PLAN — Make the decisions and create the continuity, contingency, and transition instructions your circumstances require.
ACT — Communicate the plan, prepare the people involved, and make sure they know where to start when something changes.
Foundations is where knowing becomes doing.
You don't need to make every transition decision during these four weeks.
First, we make sure you understand what you already have, what's missing and what needs your attention.
What is Business Preparedness?
Business preparedness is the work you do to make sure important knowledge, information and decisions about your business don't depend entirely on you.
It's understanding:
What (and who) your business depends on
Where critical information lives
Who needs access to what
Which professional advisors and trusted people are involved
What decisions have already been made
What still needs to be decided
Where someone would start if your role in the business changed
That matters if you're unexpectedly unavailable.
But it also matters if you're taking an extended leave, caring for someone, reducing your workload, bringing in a successor, preparing for retirement, or considering an eventual exit.
Business preparedness isn't one plan. It's the foundation that makes those plans possible.
Why Business Preparedness Matters?
When you're the primary decision-maker in your business, you're responsible for hundreds of decisions that most people never see.
You know:
how your business actually operates
your clients
your passwords
your software
your CRA account
your banking
your professional advisors
your subscriptions
your insurance
your team
your daily routines
where important information is stored
Most of this information isn't written down anywhere. It's simply knowledge you've accumulated over years of running your business.
That's normal.
You've spent years learning how your business works.
But eventually, being the only person who knows how everything fits together starts creating limitations.
It makes it harder to step away.
Harder to delegate.
Harder to deal with an unexpected absence.
Harder to reduce your workload when life demands more of you.
And harder for someone else to eventually take over, buy, close or continue the business.
Preparedness is work once. Being the only person who knows everything is work every day.
Getting organized isn't only about protecting against an emergency.
It's about reducing how much your business depends entirely on your continued availability.
Who This Program Is For?
Business Preparedness Foundations™ was created for Canadian business owners who know they need to get organized—but aren't sure where to start.
This program is an excellent fit if:
✔ You're the primary decision-maker in your business.
✔ Much of your business exists in your head.
✔ You've been meaning to organize your business for months (or years).
✔ You'd like guidance while working through the process.
✔ You appreciate accountability.
✔ You enjoy learning alongside other business owners.
✔ You want your business to depend less heavily on everything being stored in your head.
✔ You want to protect both your business and the people who depend on you.
✔ You know this matters, but finding the time and motivation to do it on your own hasn't worked.
You do not need to have everything figured out before joining. In fact, most participants don't.
This program meets you where you are today.
Why Learn In A Group?
One of the biggest advantages of Business Preparedness Foundations™ is that you're not doing this alone.
Each week, you'll work alongside other Canadian business owners who are asking many of the same questions you are.
Together you'll:
✔ Learn from real examples.
✔ Hear questions you may not have thought to ask.
✔ Better understand how other businesses operate.
✔ Set aside dedicated time to work on your business—not just in it.
✔ Stay accountable to your progress.
✔ Leave each session knowing exactly what to focus on before the next one.
You probably aren't going to suddenly find more time for this.
That's why the time is built into the program.
For many participants, simply blocking one hour each week to focus on preparedness becomes one of the most valuable parts of the program.
That one hour each Wednesday becomes the appointment that you’ve made with your business.
What You’ll Learn and Build?
Throughout the program, we'll work through The Business Preparedness Pillars™, introducing the key concepts, responsibilities, and planning considerations every business owner should understand.
Together, we'll explore:
Business Foundations
Understand how your business is registered, where your important business records are stored, and what information should always be up to date.
Business Operations
Begin documenting how your business operates, who supports your business, and what someone would need to know if you were unexpectedly unavailable.
Clients & Relationships
Review how you manage client information, communication, confidentiality, and the relationships that keep your business running.
Financial Readiness
Review your CRA account, banking relationships, business obligations, and the financial information your family or trusted advisors would need to locate.
Technology & Access
Organize important online accounts, administrator access, passwords, and digital systems without compromising security.
Insurance & Benefits
Review your insurance coverage, employee or personal benefits, beneficiaries, and important policy information so you better understand what's in place and where to find it.
Legal & Professional Planning
Understand the role of wills, Powers of Attorney, authorized representatives, and the professional advisors who help support your business.
You'll also learn how to better prepare for future conversations with your lawyer, accountant, financial advisor, and insurance professional.
Business Continuity & Transition
Explore continuity, contingency, incapacity, succession, and exit preparedness, and begin identifying which transition planning conversations matter to your business.
This program does not build every plan your business may need. It helps you understand which plans and decisions deserve attention next.
What You’ll Leave With
Business Preparedness Foundations™ is designed to help you make meaningful progress—not just take notes. Throughout the program, you'll complete practical activities and organize information that you can continue building long after the program ends.
You'll leave with a personalized collection of resources created specifically for your business, including:
✔ Your Business Snapshot™
A concise summary of your business that brings together the most important information in one centralized place. This becomes the starting point for future preparedness and continuity planning.
✔ The Dahlias Planner™
Your personalized planning system, organized throughout the program and ready to continue building as your business evolves. Powered by The Business Executor Method™, The Dahlias Planner™ becomes your central place to organize important business information, contacts, notes, and planning resources.
✔ Core Business Information Summary™
A centralized overview of your essential business information, making it easier to locate key details and understand what still needs attention.
✔ Professional Advisor Directory™
An organized list of the professionals who support your business, including your lawyer, accountant, bookkeeper, insurance advisor, financial advisor, payroll provider, and other key contacts.
✔ Business Preparedness Action Plan™
A personalized roadmap identifying your next priorities based on your business, your current level of preparedness, and the areas that require additional attention.
✔ Will Planning Preparation Checklist™
A practical checklist to help you prepare for conversations with a wills and estates lawyer, ensuring you know the questions to ask and the information to gather before your appointment.
✔ Account & Information Inventory
An organized summary of the key accounts, registrations, and important information you've reviewed throughout the program, helping you identify what has been completed and what still requires attention.
Most importantly, you'll know what you already have, what's missing and what deserves your attention next.
How The Program Works
The program is intentionally paced to help you make meaningful progress without becoming overwhelmed.
October 28 | Week One: Understand Your Business & Build Your Foundation
Business structure, critical information, professional advisors, Dahlias Planner™ setup.
November 4 | Week Two: Organize the People, Accounts & Systems You Depend On
Accounts, digital access, operational information, clients, relationships, and key contacts.
November 11 | Week Three: Identify Your Preparedness Gaps
Insurance, benefits, legal/professional planning, responsibilities, and conversations that still need to happen.
November 18 | Week Four: Decide What Deserves Attention Next
Review progress, introduce transition preparedness, identify priorities, and build the Business Preparedness Action Plan™.
The goal isn't to finish everything. The goal is to build momentum that continues long after the program ends.
Your Investment
Investment: $347 CAD + HST
Your investment includes:
✔ Four live, guided virtual sessions
✔ One hour of instruction and discussion each week
✔ The Dahlias Planner™
✔ Guided implementation activities
✔ Personalized planning resources
✔ Practical worksheets and checklists
✔ Business Preparedness Action Plan™
✔ Opportunities to ask questions throughout the program
✔ Accountability and structured progress
✔ Access to a supportive community of fellow business owners
Format: Four-week live, guided virtual program
Dates: Wednesdays, October 28, November 4, 11 & 18, 2026
Time: 12:00–1:00 p.m. ET
Between Sessions: Approximately 30–90 minutes/week
Why Invest in a Guided Program?
You could organize much of this yourself.
The question is: will you?
For many business owners, preparedness has already spent months - or years - on the list.
Not because it isn't important.
Because clients, revenue, family, employees, and whatever needs your attention today keep winning.
Business Preparedness Foundations™ gives you something another checklist can't:
A place on your calendar to actually do the work.
For four weeks, you have structure, guidance, other business owners working beside you and someone keeping the process moving.
You don't need more capacity to get prepared.
You need a preparedness process designed for the capacity you actually have.
Is This The Right Fit?
Business Preparedness Foundations™ is a great fit if you:
✔ Learn best with structure and accountability.
✔ Enjoy asking questions and learning alongside other business owners.
✔ Want dedicated time to finally focus on preparedness.
✔ Appreciate practical education instead of generic advice.
✔ Know you need to get organized but haven't made consistent progress on your own.
This program may not be the best fit if you:
✖ Already know exactly what transition you're preparing for and need comprehensive one-to-one planning now.
✖ Want someone else to organize your business for you.
✖ Are looking to complete a comprehensive Business Continuity Roadmap™ in only four weeks.
✖ Prefer to work independently without scheduled sessions.
If that's you, the Business Preparedness Starter Package™ may be a better fit.
Not Sure Which Option Is Right For You?
If you're looking for...
Live group guidance + accountability to build your preparedness foundation
We recommend...
Business Preparedness Foundations™
Flexible self-guided preparedness + personalized review
Business Preparedness Starter Package™
Independent transition preparedness and planning + strategic guidance
Your Business. Your Plan.
Guided transition preparedness and planning + ongoing implementation support
Your Business. Protected.
Frequently Asked Questions
This information is educational and general in nature.
-
No.
Foundations is the work that comes before comprehensive transition planning.
You'll organize critical information, identify preparedness gaps, understand the people and professional support your business depends on, and determine which planning conversations deserve your attention next.
Depending on your circumstances, your next step may involve continuity, contingency, incapacity, succession or exit preparedness—or simply continuing to strengthen the foundation you've started.
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Not at all.
In fact, that's exactly why this program exists.
Most participants have been thinking about getting organized for months—or even years—but didn't know where to begin.
Business Preparedness Foundations™ gives you dedicated time, practical guidance, and accountability to finally get started.
-
Perfect.
You don't need to.
This program is designed to meet you where you are today.
You'll identify what's already in place, what's missing, and what should become your next priority.
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No.
This program was designed specifically for owner-operated businesses.
Whether you're a sole proprietor, self-employed professional, incorporated owner-operator, or have a small team of employees or contractors, the concepts can be applied to your business.
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No.
Business Preparedness Foundations™ provides education, practical guidance, and organizational support.
You'll leave better prepared for conversations with your lawyer, accountant, financial advisor, insurance professional, and other trusted advisors.
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Most participants spend between 30 and 90 minutes each week completing activities between sessions.
The exact amount depends on how organized your business already is and how much time you choose to dedicate.
The goal isn't perfection.
The goal is consistent progress.
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If you know you'll miss a session, please let us know in advance.
A recording is available, and we'll help you stay on track with the weekly activities.
You've Been Meaning to Do This. Put It on the Calendar.
Business preparedness isn't something you need to finish in four weeks.
But four weeks is enough to stop putting it off.
Join me and a small group of Canadian business owners as we set aside one hour each week to get organized, ask questions and make meaningful progress.
Business Preparedness Foundations™
Wednesdays | October 28 – November 18, 2026
12:00–1:00 p.m. ET
Live Online | Four Weeks
$347 CAD + HST
You don't need to arrive organized.
That's why we're doing this.