Your Business. Your Plan.™
Build your customized Business Continuity Roadmap™ with the flexibility to work independently and the confidence of expert guidance when you need it.
You already know this planning is important.
The challenge isn't deciding whether to do it.
It's finding the time to stop working in your business long enough to work on it.
Take a minute, right now, and ask yourself — if you suddenly couldn't run your business...
Who would step in?
Would your spouse, business partner, or family know what to do?
Should your business continue operating, be transferred, be sold, or close?
Those aren't easy questions.
But they don't have to be answered alone.
Your Business. Your Plan. will walk you through them one step at a time to build a customized Business Continuity Roadmap™ that reflects your business, your family, and your wishes.
In this self-guided planning service, you'll work independently with expert guidance, practical advice, and personalized support at two strategic milestones.
Because protecting your business starts with making clear decisions today—not leaving difficult decisions for someone else tomorrow.
STAGE → PLAN
Best For: Canadian business owners who are the primary decision-maker in their business.
Available For
Sole proprietors
Self-employed professionals
Incorporated owner-operators
Small businesses with 1–20 employees
Format: Self-Guided Planning Service
Typical Timeline:
Most clients complete their Business Continuity Roadmap™ over 3–6 months.
There are no deadlines. You'll move at a pace that works for you while receiving guidance at every strategic milestone.
Includes:
✔ Kick-off Planning Session (60–90 minutes)
✔ Two, 30-minute milestone check-in sessions
✔ Final Roadmap Review (60–90 minutes)
✔ 90-minute Family & Key Contact Session
✔ Annual Roadmap Review Reminder
Investment: $1,497 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 scope.
The Business Executor Method™
LEARN → Understand why business preparedness matters.
PREPARE → Organize the information your business depends on.
PLAN → Build your customized Business Continuity Roadmap™.
PROTECT → Support the people who may one day need to carry out your wishes.
Business preparedness helps you get organized.
This is where organization becomes decision-making.
What is a Business Continuity Roadmap™?
A Business Continuity Roadmap™ is a practical guide created specifically for your business.
It brings together the important information, decisions, contacts, and instructions the people around you may need if you are temporarily or permanently unable to run your business.
Your roadmap helps answer questions such as:
Who should step in?
Who needs to be contacted?
Where can important information be found?
What should happen during a short-term or extended absence?
Should the business continue, pause, transition, be sold, or close?
It is not a legal document or a generic template. It is one centralized resource that reflects how your business operates, the wishes you have documented, and the people who may one day need clear direction.
Why Build a Business Continuity Roadmap™?
You already know your business better than anyone.
You know:
how it operates
how decisions are made
who your key clients are
your team
your systems
your priorities
what can wait
what can't
But if you suddenly couldn't show up for your business tomorrow, someone else may need to make those decisions.
Would they know:
who to contact first?
where to begin?
what you would want?
how long to keep operating?
whether to pause, close, transfer, or sell the business?
where to find the client details and business information they need?
Most business owners have never documented those decisions.
Not because they don't care.
Because nobody has guided them through the process.
That's what we'll do together.
Who This Service is For?
Your Business. Your Plan. is ideal for business owners who have already started getting organized and are ready to make important decisions about the future of your business.
It's a great fit if you:
✔ You're comfortable working independently between meetings and following a structured roadmap, knowing expert guidance is available whenever you reach an important milestone.
✔ Want flexibility.
✔ Prefer implementing between meetings.
✔ Want a customized plan built specifically for your business.
✔ Are ready to stop saying "I really should do this someday."
You don't need to have everything figured out before we begin.
We'll work through it together.
Together, We'll Make the Important Decisions
This isn't about filling out forms.
It's about making the important decisions every business owner eventually needs to make.
Together, we'll work through questions like:
If you couldn't run your business tomorrow, what would you want to happen?
Who should step in first?
Who should your spouse or family contact?
What responsibilities should be delegated?
Should your business continue operating?
If not, should it close, transition, or be sold?
How do you want clients to be informed?
What information will people (business partner or team) need to access?
What instructions do you want to leave for the people carrying out your wishes?
These decisions become the foundation of your customized Business Continuity Roadmap™.
What You’ll Build
You will build one customized Business Continuity Roadmap™ that brings together the important information, decisions, and practical guidance your family, business partner, team, or trusted contacts may one day need.
Using The Business Executor Method™, you will work through the Eight Business Preparedness Pillars™, building your roadmap one section at a time.
Business Foundation
Your business structure, registration, ownership information, core records, and Your Business Snapshot™.
Operations
How your business operates, what depends on you, which responsibilities need attention, and what another person would need to understand.
Clients & Relationships
Client or customer information, communication expectations, contracts, confidentiality, and key relationships.
Financial Readiness
Important information related to CRA, banking, payroll, income, debt, and the financial professionals connected to your business.
Technology & Access
The software, systems, subscriptions, administrator access, and secure processes your business relies on.
Insurance & Benefits
Insurance policies, benefits, beneficiaries, policy contacts, and information that may be needed during illness, incapacity, or death.
Legal & Professional Planning
The professional advisors who support your business and the legal or planning conversations that may require their expertise.
Business Continuity & Transition
What you want to happen if you are temporarily unavailable, unable to return for an extended period, or pass away—including whether your business should continue, pause, transfer, be sold, or close.
When your roadmap is complete, you will have one centralized resource tailored to your business and the people who may one day need to use it.
What You’ll Complete
By the end of the service, you will have:
Your Business Snapshot™
A customized Business Continuity Roadmap™
Clear instructions for an unexpected short-term or extended absence
Documented wishes for the future of your business
An emergency contact and communication order
Guidance for your spouse, family, business partner, or trusted contacts
A centralized structure for important business information
A Family & Key Contact Session
An annual review checklist and reminder to keep your roadmap current
Don’t Keep Your Plan to Yourself
One of the biggest mistakes business owners make is creating a plan that no one else has ever seen.
If the people around you don't understand your wishes — or where to find important information — they may still struggle to make decisions when it matters most.
That's why this service includes a dedicated 90-minute Family & Key Contact Session.
Together, we'll walk through your completed roadmap, clarify responsibilities, and ensure the people you've chosen understand their role.
This gives the people you've chosen an opportunity to ask questions, understand your wishes, and feel more confident about the role they may one day need to play.
Depending on your situation, this session may include your:
spouse or partner
adult children
estate trustee
attorney acting under a Power of Attorney
business partner
shareholder
office manager
key employee
Because a great plan only works if the right people understand it.
What You’ll Have When You’re Finished
When your Business Continuity Roadmap™ is complete, you'll have:
✔ Your Business Snapshot™
✔ A customized Business Continuity Roadmap™
✔ Clear guidance for your spouse, family, business partner, or trusted contacts
✔ Practical instructions for managing your business during an unexpected absence
✔ A centralized place for important business information
✔ Greater confidence knowing you've documented your wishes
✔ A living roadmap you can review and update as your business evolves
Most importantly...
Instead of wondering whether your family or business partner could figure things out, you'll know you've taken meaningful steps to prepare them and protect the business you've worked so hard to build.
Every service at Your Business Executor is designed to leave you with practical tools, personalized resources, and a clear roadmap—not just another meeting or a blank template downloaded with the best of intentions, only to sit untouched.
How We’ll Work Together
This is a self-guided planning service. I provide the structure, education, tools, questions, feedback, and milestone support. You complete the activities, gather your business information, speak with your professional advisors where needed, and make the final decisions about your business.
After our initial planning session, you'll work independently through your roadmap at your own pace.
We'll reconnect for two 30-minute milestone check-ins to review your progress, answer questions, work through any roadblocks, and help you prepare for the next stage of your planning.
Once your roadmap is complete, we'll meet for a comprehensive final review followed by your Family & Key Contact Session to ensure the people you've chosen understand the plan.
You'll also receive an annual reminder to review your roadmap and make updates as your business and life evolve.
Your Investment
Investment: $1,497 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 scope of work.
Your investment includes:
✔ Initial 60–90 minute planning session
✔ Two, 30-minute milestone check-in sessions
✔ Final 60–90 minute roadmap review
✔ One dedicated 90-minute Family & Key Contact Session
✔ Annual reminder to review and update your roadmap
✔ The Dahlias Planner™
✔ Personalized planning resources and worksheets
✔ Practical checklists and guidance
✔ Ongoing email support between scheduled meetings
✔ A customized Business Continuity Roadmap™ built specifically for your business
Why This Investment Matters
Most business owners spend years building their business.
Very few spend time preparing for what would happen if they suddenly couldn't run it.
This service gives you the dedicated time to make those decisions before someone else is forced to make them for you.
The result isn't just a roadmap.
It's clarity.
Relief.
And confidence that you've created practical guidance for the people who may one day need it most.
Why This Service is Different
You're not filling out a generic template.
You're making thoughtful decisions with guidance from someone who understands both business operations and the realities of unexpected life events.
You'll build your roadmap independently, but you'll never have to make the important decisions alone.
This service combines the flexibility of self-paced planning with the confidence of having an experienced guide at every strategic milestone.
Which Planning Service is Right for You?
A fully guided planning experience
Monthly momentum
60–minute working sessions
Support from beginning to end
If you’re looking for ...
We recommend...
Your Business. Protected.
A self-guided planning experience
Flexibility to work at your own pace
Strategic milestone check-ins
Expert guidance without full monthly working sessions
Your Business. Your Plan.
Is This Right For Me?
This service is a great fit if:
✔ You're ready to move beyond getting organized and start making important decisions about the future of your business.
✔ You like working independently but appreciate expert guidance at key milestones.
✔ You want flexibility without feeling like you're doing everything on your own.
✔ You're ready to build a customized Business Continuity Roadmap™ that reflects your business, your family, and your wishes.
✔ You're looking for practical guidance—not just another binder or template.
✔ You want to leave your spouse, family, business partner, or trusted contacts with clarity instead of uncertainty.
This service may not be the best fit if you:
✖ You're just beginning to think about business preparedness and need help getting organized first.
(Business Preparedness Foundations™ or the Business Preparedness Starter Package™ may be a better place to begin.)
✖ Learn best through weekly accountability and discussion.
✖ Would prefer someone to work alongside you every month to build your roadmap together.
(Your Business. Protected. may be a better fit.)
✖ You're not ready to spend time making decisions about the future of your business.
Frequently Asked Questions
This information is educational and general in nature.
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The Starter Package helps you build a strong preparedness foundation by organizing important information and understanding what matters.
Your Business. Your Plan. takes the next step. Together, we'll build your customized Business Continuity Roadmap™ by making the important decisions about how you want your business to be managed if you're no longer able to run it.
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If you'd prefer more hands-on guidance throughout the process, Your Business. Protected. may be a better fit.
We'll work together over 12 months to build your roadmap one section at a time with more frequent collaboration and support.
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That's expected.
Your roadmap is designed to evolve as your business grows, your family changes, or your professional advisors change.
That's also why you'll receive an annual reminder to review and update it.
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No.
While many business owners begin there, it's not required.
If you've already organized much of your business information or you're ready to move directly into planning, we can start here.
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No. This service provides planning guidance and business continuity support.
We'll also identify where conversations with your lawyer, accountant, financial advisor, insurance professional, or other trusted advisors are appropriate.
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The time required will depend on your business and how organized you already are. You should expect to spend time gathering information, completing planning activities, speaking with trusted contacts, and making decisions between our strategic milestone check-ins. Because the service is self-guided, you control the pace.
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I provide the structure, tools, education, questions, and feedback needed to build your roadmap.
You provide the knowledge about your business and make the final decisions.
We review your progress at important milestones and work through questions together.
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The listed investment covers one business owner and one business. If you own multiple businesses, we will review the added scope and create a customized proposal.
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You have access for 12 months.
The average business owner completes their roadmap and meetings within a 3–6-month timeline.
Your Next Step
You've already invested time building your business.
Now it's time to invest in protecting it.
Let's build a customized Business Continuity Roadmap™ together — one decision at a time.
Build your roadmap at your own pace — with expert guidance at every strategic milestone.
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™
✔ Book a Discovery Call
✔ Learn about The Business Executor Method™