Free Resources

The Business Transition Confidential

This questionnaire is the first step in our process to learn as much about you as we can so we can identify, understand and support your goals. Please download the document and take the time to complete it. Even if you don’t give it back to us, you will learn a lot about yourself and your company.

Due Diligence Checklist

This document is a vital checklist to begin ticking off the items you need to have cleaned up and prepared for a prospective buyer. If a buyer asks and you don’t have current data to give them, it slows down or ends the deal. Get working on this ‘To Do’ list right away.

The Ten Minute Mini-Assessment

This document invites you to learn from the past, accept the present and prepare for the future by asking you to take a frank look at where you are right now, and assessing your next steps.

The Daily Scorecard

You are the sum total of all the habits you’ve accumulated over the years. Some good, some bad. And you have chosen some deliberately while many happened by default.

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