Resource Directory
The Dahlias Planner |
Business Essentials Module
The Dahlias Planner is a customized, Canadian-made planner to help entrepreneurs and business owners of all backgrounds, structures and sizes — including sole proprietors and start-ups — a dedicated, centralized space to help to organize their present, plan for the future of their business AND prepare for unexpected twists and turns along the way.
The Dahlias Planner - Business Essentials Module was designed to encourage you — the business owner — to bring together all your business details, documents, assets, and account information into one centralized space.
It is a password-protected, downloadable, editable PDF that offers six sections to organize your business documents, your tax and accounting details, your business bank account information, your benefits and life insurance policies, plus a section laying out important questions and steps related to wills for entrepreneurs.
Each section provides guidance and instructions for both you — the business owner — and your family to understand how to use the planner to help ease the chaos and overwhelm during a catastrophic time.
The Dahlias Planner includes a Planning Checklist, a form to fill out to help guide your spouse or family to use this planner, plus six customized sections to help you bring together all the important documents, details, account information, professional contacts, and business asset list to help your next-of-kin easily access these details in the case of a catastrophic event.
Sections and content includes:
Planning Checklist
Business Structure
CRA & Taxes
Business Bank Account Management
Benefits Plan
Life Insurance
Wills for Entrepreneurs
The Dahlias Planner Notes & Next Steps
Professional Contacts List
Spouse & Family Form
Cost: $49 (+HST) CAD
This planner is intentionally set-up to give your spouse, partner, executor, or next-of-kin seamless access your business’ details and account information in the event you are incapacitated. It is here to guide them and help them — when you are not by their side.
Let this be the first step in getting yourself and
your business organized, planned and prepared for your future.
As we close off another year, it’s important to take some time and go through the checklist of things to prepare, update and plan for your business next month and throughout the year.
This checklist prompts you in different categories of business from your web site to financials to email signature to goal setting to business planning.
Download the FREE 2026 Business Reset Checklist today!
This simple checklist helps you to start bringing together all the important documents, details, account information, professional contacts, and business asset list to help your next-of-kin easily access these details in the case of a catastrophic event.
This Professional Contacts List gives you a centralized space to include all the contact details of the professionals you work with as part of your business. By completing this document, you are intentionally setting up your spouse, partner, executor, or next-of-kin seamless access to the best people to contact to help them process your taxes, transfer or close your business, etc. in the event you are incapacitated.