Helping Canadian business owners prepare for the unexpected.
Whether you're just beginning to think about business preparedness or you're ready to create a complete roadmap for your business, every service is designed to help you protect what you've worked so hard to build.
Your Business Executor works primarily with Canadian business owners who are the primary decision-maker in their business, including sole proprietors, self-employed professionals, incorporated owner-operators, and small businesses with 1–20 employees.
Every Business Owner Starts Somewhere
No two business owners are at the same stage.
Some are just beginning to think about what would happen if they suddenly couldn't run their business.
Others are ready to organize important information, create a practical roadmap, or ensure their family has the support they need if something unexpected happens.
That's why every service follows The Business Executor Method™ — a practical framework designed to help business owners move from awareness to action, one step at a time.
Learn. Prepare. Plan. Protect.
Because protecting your business starts long before it's needed.
The Business Executor Method™
LEARN → Understand why business preparedness matters.
PREPARE → Get organized and build a strong foundation.
PLAN → Build your customized Business Continuity Roadmap™.
PROTECT → Support your family and business when it matters most.
LEARN
Understand what matters before you need it.
Most business owners don't wake up thinking about business preparedness.
They think about serving clients, managing cash flow, growing their business, and keeping everything moving.
But every owner-operated business depends on one person — the owner.
Learning about business preparedness today can reduce uncertainty tomorrow.
Whether you're attending a workshop, reading an article, downloading a checklist, or completing the Business Preparedness Score™, this stage is designed to help you understand what matters and where to begin.
Resources in this stage:
✔ Discovery Call → A free introductory conversation to understand your business, answer your questions, and help you determine the best place to begin.
✔ Workshops, Speaking & Educational Events
✔ Resource Library & Downloadable Guides & Checklists
✔ Business Preparedness Score™
✔ Business Preparedness Consultation → A single focused session to take stock of where you stand. Jodi will guide you through the core areas of personal and/or business preparedness, identify your most critical gaps, and give you a clear, prioritized list of what to work on next. You will leave with a written summary of your gaps and a recommended action plan — not a completed plan, but a clear and honest picture of where to start. | $197 + HST | 60 minutes
PREPARE
Get organized before you need your plan.
Business preparedness is the work you do today to make tomorrow easier.
This stage helps you organize important business information, review key accounts and documents, understand the roles of professional advisors, and create a strong preparedness foundation.
You'll also learn about and review topics like business structure registration, CRA accounts, insurance, benefits, wills, authorized representatives, and organizing important information in one centralized location.
Services
The Dahlias Planner™ → Your Business Organization & Preparedness Workbook
Business Preparedness Assessment™ → Understand how prepared your business is today with a personalized assessment, Business Preparedness Score™, gap analysis, and prioritized action plan.
Business Preparedness Foundations™ → A live four-week guided program designed to help you understand business preparedness, organize important information, and take your first steps toward protecting your business.
Business Preparedness Starter Package™ → Prefer to work independently? Complete the same foundational work at your own pace with self-guided resources, personalized reviews and milestone support.
PLAN
Build a roadmap for what happens if you suddenly can't run your business.
Once you've built a strong preparedness foundation, it's time to create a practical plan.
Business continuity planning goes beyond organizing information.
It answers important questions like:
Who steps in if you're unavailable?
How do you want your business managed?
Should your business continue, transition, or close?
What information will your spouse, business partner, or professional advisors need?
What happens if your absence lasts weeks, months, or becomes permanent?
These services help you create a practical roadmap that can be followed if you suddenly can't manage your business.
Services
Your Business. Your Plan. → Self-Guided Business Preparedness & Planning Service
Build your customized Business Continuity Roadmap™ independently, with expert guidance at strategic milestones.Your Business. Protected. → Guided Business Preparedness & Planning Service
Build your customized Business Continuity Roadmap™ with monthly momentum and expert guidance from beginning to end.
PROTECT
Support your family and business when it matters most.
Even the best plans need someone to help carry them out.
Professional operational support for families, attorneys acting under a Power of Attorney, estate trustees, and business owners who want a trusted professional to help carry out their business wishes if they become incapacitated or pass away.
Whether your wishes are to close your business, transition it to an existing partner, or prepare it for sale, Your Business Executor helps reduce the operational burden on the people who care about you most.
Limited availability.
Which Service Is Right For Me?
I'm just getting started. → Discovery Call
I know I should do something. → Business Preparedness Foundations™
I want to get organized on my own. → Business Preparedness Starter Package™
I'm ready to build my roadmap independently. → Your Business. Your Plan.
I want someone beside me until it's finished. → Your Business. Protected.
I want someone to help my family carry out my wishes. → Business Executor Services
The Business Executor Method™
LEARN → Understand why business preparedness matters.
PREPARE → Get organized and build a strong foundation.
PLAN → Build your customized Business Continuity Roadmap™.
PROTECT → Support the people who may one day need to carry out your wishes.
No matter where you begin, every service is designed to leave you with practical tools, personalized resources, and greater confidence in the future of your business.
Not Sure Where to Start?
That's completely normal.
Most business owners know they should be more prepared — they just aren't sure what that means or which step to take first.
The best place to begin is by understanding your current level of preparedness.
Choose the option that's right for you:
Option 1
Take the Business Preparedness Score™
Discover how prepared your business is today and identify your biggest opportunities for improvement.
Option 2
Book a Discovery Call
Let's talk about your business, your concerns, and where to start.
Why Business Preparedness Matters
Business preparedness isn't about expecting the worst.
It's about protecting the business you've worked so hard to build.
When you're the primary decision-maker, much of your business lives in your head—your relationships, processes, systems, accounts, and day-to-day decisions.
If you're suddenly unavailable because of an illness, accident, hospitalization, caregiving responsibilities, or death, the people around you may be left trying to make important decisions without the information they need.
Preparing today helps reduce uncertainty, supports your family and team, and creates a practical roadmap that can be followed when it matters most.
You don't need to do everything today.
But you do need to start.
Are you seeking personal estate planning and preparedness services for individuals and families?
Every business owner starts somewhere.
Whether you're just learning about business preparedness or you're ready to build a complete Business Continuity Roadmap™, every step you take today makes tomorrow easier for the people who depend on you.
Not sure where to begin?
✔ Take the Business Preparedness Score™
Discover how prepared your business is today.
✔ Book a Discovery Call
Let's talk about where to start.
✔ Learn about The Business Executor Method™
See how our Learn → Prepare → Plan → Protect framework helps Canadian business owners prepare for the unexpected.