Your Business. Protected.™
Make the important decisions — with someone beside you from beginning to end.
Your business may need to prepare for more than one kind of transition.
An extended absence.
Changing capacity.
Incapacity.
The departure of a partner.
Succession.
Retirement.
Exit.
Death.
Your Business. Protected.™ is a fully guided Business Transition Preparedness service for established Canadian business owners who want hands-on support making those decisions, organizing what matters and turning their intentions into practical plans.
Over six or twelve months, we work together through the areas of your business affected by the transitions you’re preparing for.
You don’t have to figure out the process yourself.
We build it together.
STAGE → PLAN
Best For: Established Canadian business owners who want ongoing guidance, accountability and hands-on support making transition decisions.
Format: Fully guided Business Transition Preparedness
Timeline: 12 months, with an accelerated 6-month option
Primary outcome: Customized transition-planning documentation based on your business, priorities and circumstances — including continuity, contingency, incapacity, succession or exit planning and, where appropriate, a Business Continuity Roadmap™.
Includes:
✔ 60–90 minute Kick-off Planning Session
✔ Monthly 60-minute guided working sessions
✔ 6-month accelerated option
✔ 1–2 hours of practical activities between sessions
✔ Final Planning Review
✔ 90-minute Family & Key Contact Session
✔ Annual Review Reminder
✔ Annual review reminder
✔ The Dahlias Planner™
✔ Personalized worksheets, planning tools and email support
Investment: $2,997 CAD + HST
The Business Executor Method™
Your Business. Protected.™ represents the PLAN 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.
This is where planning becomes consistent action.
What Is Your Business. Protected.?
This is a hands-on planning relationship for business owners who do not want to navigate business transition planning alone.
It isn’t a course.
It isn’t a generic template.
And it isn’t a process where I hand you a list of questions and leave you to figure out the answers yourself.
We work through your business together.
Month by month, we examine what depends on you, what transitions you may need to prepare for, what decisions still need to be made and which people or professional advisors need to be involved.
You remain the decision-maker.
My role is to educate, ask the questions that need to be answered, help you work through your options, identify gaps, coordinate next steps and keep the planning moving until the work is complete.
Same planning depth as Your Business. Your Plan.™ — with much more guidance and accountability.
What Are We Planning For?
Business Transition Preparedness is not one plan. Depending on your business and circumstances, we may work through:
CONTINUITY
How will essential business activity keep moving if normal operations are interrupted?CONTINGENCY
What happens if a specific event occurs?INCAPACITY
What happens if you’re alive but unable to lead or make decisions?SUCCESSION
Who or what comes next?EXIT
What do you ultimately want to happen when your relationship with the business changes?
You may need one of these conversations. You may need several.
The plan should fit the transition — not the other way around.
Where the Business Continuity Roadmap™ Fits
A Business Continuity Roadmap™ may still be one of the central outputs of this service.
It brings together critical information, contacts, decisions and instructions that someone may need if you are temporarily or permanently unable to lead the business.
For some clients, that is the primary planning need.
For others, the work may focus more heavily on succession, changing capacity, retirement or exit.
Why Business Owners Choose Guided Planning
You know this matters. That doesn’t mean it gets done.
Client work feels more urgent.
Payroll feels more urgent.
Family responsibilities feel more urgent.
The problem that lands in your inbox at 8:17 a.m. feels more urgent.
So the planning gets pushed to next month.
Then next quarter.
Then next year.
Your Business. Protected.™ creates the structure and momentum to actually finish it.
This service is for owners who know they benefit from:
dedicated monthly planning time
a clear process
practical education before making decisions
someone to help think through difficult questions
accountability without pressure
coordination with existing professional advisors
guidance tailored to the realities of their business and family
You don’t need more information. You need help turning information into decisions.
What We Will Work Through Together
Your Business Continuity Roadmap™ is built using the Eight Business Preparedness Pillars™.
Each pillar addresses an area of your business that another person may need to understand, access, manage, or make decisions about if you are unavailable.
1. Business Foundation
Ownership, structure, registrations, core records, key people and your Business Snapshot™.
2. Business Operations
What the business needs to keep functioning, what depends on you and what others may need to understand.
3. Clients & Relationships
Key clients, customers, contracts, communication, confidentiality and important external relationships.
4. Financial Readiness
Banking, CRA, payroll, lending, merchant services, debt, income and financial-professional relationships.
5. Technology & Access
Systems, subscriptions, email, websites, administrator access, devices and secure access processes.
6. Insurance & Benefits
Business and personal coverage connected to work, incapacity, death and transition.
7. Legal & Professional Planning
Lawyers, accountants, bookkeepers, financial planners, insurance professionals and other advisors whose work may affect what can happen to the business.
8. Business Continuity & Transition
The decisions that bring everything together: temporary absence, contingency, incapacity, succession, exit, death and what the owner wants to happen.
We do not assume every client needs the same plan. We use these eight areas to identify what your business needs to prepare for and where deeper decisions are required.
The Results of Completing This Work
The purpose of this service is not simply to produce a long document.
It is to make your business easier to understand and your wishes easier to follow.
As the work progresses, you will:
move important knowledge out of your head
identify gaps before they become urgent problems
make decisions while you still have the time and capacity to think them through
better understand how dependent the business is on you
prepare more useful questions for your lawyer, accountant, insurer, and financial advisor
clarify who should be involved if you become unavailable
create more options for stepping back or reducing your involvement
clarify succession or exit intentions
improve coordination among professional advisors
make future transitions easier to navigate
reduce the number of decisions that would otherwise fall to family or business partners
reduce uncertainty for your spouse, family, business partner, and team
gain relief from knowing the work is no longer being postponed
The goal is not simply to create a document. It is to reduce owner dependence and create clear direction for change.
What You’ll Leave With
Depending on your circumstances, your completed planning may include:
Your Business Snapshot™
Customized Business Transition Plan
Business Continuity Roadmap™, where appropriate
Short-term absence instructions
Extended incapacity considerations
Contingency plans for specific events
Succession or ownership-transition intentions
Exit planning priorities
Emergency contact and notification order
Communication guidance for clients, employees and other key relationships
Defined roles for family, business partners or trusted contacts
Centralized structure for critical business information
Professional advisor coordination points
Family & Key Contact Session
Annual review checklist and reminder
You’ll have made decisions that other people would otherwise be forced to make without you.
Preparing the People Around You
A plan is far more useful when the people named in it understand that it exists.
Quick question: Have the people you’ve assigned roles to actually agreed to those roles?
Once the plan is complete, we hold a 90-minute Family and Key Contact Session.
This may include your:
spouse or partner
adult child
estate trustee
Power of Attorney
business partner or shareholder
office manager
key employee
or another trusted contact
During the session, we explain the purpose and structure of the plan, review important roles, identify where information is stored, answer questions, and address any remaining gaps.
The goal is not to give someone authority they do not legally have. The goal is to ensure the appropriate people understand your wishes, know who to contact, and are not learning about the plan for the first time during an emergency.
A plan only works if the people involved understand their responsibilities, know where to find what they need and know who else should be involved.
How We’ll Work Together
We meet once a month for 12 months.
Each session lasts approximately 60 minutes and focuses on one defined area of your business.
During each meeting, we will:
review the previous month’s progress
discuss the next planning area
explain unfamiliar terms or responsibilities in plain language
work through the decisions that apply to your situation
identify questions for your professional advisors
agree on practical next steps
Between meetings, you should plan for approximately one to two hours of focused work. That may include gathering information, reviewing accounts, speaking with a professional advisor, having a conversation with your spouse or business partner, or completing agreed planning activities.
We end each session by asking:
What is realistic for you to accomplish before we meet again?
This keeps the work moving without creating unrealistic expectations.
Note: Clients who prefer an accelerated schedule may meet every two weeks and complete the engagement in approximately six months.
The goal is not to finish quickly. The goal is to finish well.
You Don’t Have to Plan This Alone
When questions come up, we work through them together.
When decisions feel difficult, we talk through them.
When professional advice is required, we identify who needs to be involved.
When life gets busy, we adjust the pace and keep moving.
This isn’t about perfection.
It’s about making steady progress with someone who understands both business operations and the realities of transition.
Your Investment
$2,997 CAD + HST
Designed for one business owner and one business.
If you own multiple businesses, we'll customize your planning engagement to reflect the additional planning required.
Your investment includes:
✔ Initial planning session
✔ Twelve months of guided planning ( accelerated six-month option available)
✔ Monthly 60–minute working sessions
✔ Approximately 1–2 hours of practical activities between meetings
✔ Email support between scheduled sessions
✔ Final planning review
✔ One dedicated 90-minute Family & Key Contact Session
✔ Annual preparedness and planning review reminder
✔ The Dahlias Planner™
✔ Personalized planning resources, worksheets, and practical tools
✔ Customized transition-planning documentation based on your business and priorities, including a Business Continuity Roadmap™ where appropriate
Why This Investment Matters
The value of this work isn’t simply the documents you finish with.
It’s the decisions you make while you still have the time, capacity and authority to make them.
You are deciding:
what should continue
what can pause
who should be involved
what happens if your capacity changes
what succession could look like
what you want your eventual exit to be
what your family should understand
what your advisors need to know
what should never be left for someone else to guess
Month by month, we make progress on decisions that are easy to postpone but too important to leave unfinished.
The opportunity is to create clarity before circumstances force the issue.
What You Can Expect from Me
Throughout this service, my role is to help you stay focused, make informed decisions, and keep your roadmap moving forward.
You can expect me to:
Explain complex topics in plain language.
Help you work through important business decisions.
Keep the process practical and manageable.
Answer your questions honestly.
Encourage progress without rushing the work.
Help you stay focused on what matters most.
Help identify when a question needs to be taken to your lawyer, accountant, financial planner, insurance professional or another qualified advisor.
I won't expect perfection.
I'll help you build something that works for your business, your family, and your future.
Which Planning Service is Right for You?
You want regular guided working sessions, ongoing accountability and hands-on support from beginning to end.
We recommend...
Your Business. Protected.
You prefer to work independently and use milestone sessions for strategic guidance.
We recommend ...
Your Business. Your Plan.
Same planning depth. Different level of support.
Is This Right For Me?
This service is a strong fit if you:
✔ Know the planning matters but struggle to make time for it
✔ Want someone to guide you from beginning to end
✔ Value structure, accountability and monthly momentum
✔ Want practical guidance rather than generic templates
✔ Are ready to make decisions about continuity, contingency, incapacity, succession or exit
✔ Appreciate having someone help coordinate the bigger picture
✔ Want your family and key people prepared before they ever need to act
This service may not be the best fit if you:
✖ Prefer working almost entirely on your own
✖ Only want occasional check-ins
✖ Aren’t ready to make decisions yet
✖ Are already in an active crisis and need immediate operational support
If you're looking for a more independent planning experience, Your Business. Your Plan. may be a better fit. Or if you’re in crisis due to a triggering event occurring, I recommend reaching out to discuss Business Executor Support.
Frequently Asked Questions
This information is educational and general in nature.
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Yes.
If you'd prefer a more accelerated pace, we can meet every two weeks and complete your roadmap in approximately six months.
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Life happens, especially when you're running a business. We'll adjust your timeline as needed and focus on maintaining momentum rather than striving for perfection.
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No. If your preparedness foundation is already strong enough to begin transition planning, we can start here.
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No. This service provides Business Transition Preparedness and operational planning guidance.
Where decisions require legal, tax, financial, insurance or regulatory advice, we identify those questions and involve the appropriate professionals.
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No. We begin with your business as it exists today.
Part of the process is identifying what is current, what is missing, and what needs to be updated.
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We build it together.
I provide the structure, education, questions, facilitation, feedback and accountability.
You provide the knowledge about your business and make the final decisions.
Some decisions or activities must be completed with your regulated professional advisors.
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No.
This service is designed to complement their work. I help you organize operational information, identify decisions, and prepare for professional conversations.
Legal, tax, accounting, insurance, and investment advice must come from qualified professionals.
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No. It is appropriate for sole proprietors, self-employed professionals, incorporated owner-operators, and small businesses with up to approximately 20 employees. The planning process is customized to your business structure.
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The listed investment covers one owner and one business.
Multiple businesses usually involve additional accounts, operations, clients, advisors, and transition decisions, so I will provide a customized scope and price.
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Your planning documents are living resource. You will receive an annual reminder and review checklist so you can update contacts, systems, responsibilities, advisors, and wishes as your circumstances change.
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We adjust the schedule. The intention is steady progress, not punishment. Your engagement terms should clarify scheduling, cancellation, and completion timelines.
You Know This Work Matters. Let’s Actually Finish It.
You don’t need more information.
You need dedicated time, a practical process and someone beside you to keep the work moving.
Together, we’ll identify the transitions your business needs to prepare for, make the decisions that matter, involve the right people and turn those decisions into practical planning documentation.
One conversation.
One decision.
One month at a time.
Your Business. Protected.™
$2,997 CAD + HST