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Free tools and guides that give you a real answer.

6 tools, 17 articles and 2 other resources, built to be useful on their own. No sales pitch, no gated fluff. Tick what applies to you.

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Tools

Business Health Assessment: Score your business 0 to 100 across strategy, leadership, financial health, market growth and your endgame. Fifteen taps, then a full scorecard with a benchmark and your three priority moves.

CEO Contingency Builder: What happens to the business and your family if something happens to you? Answer plain questions about ownership, family, documents and wishes. See every event from death or divorce to a sale, what happens today, and get a ready instruction memo for your lawyer. US and UK.

Business Valuation Estimator: Nine inputs and you see an estimated value range, plus a line by line breakdown of every discount a buyer would apply and what each one costs you in dollars. No email needed to see the number.

The CEO Succession Checklist: Eight stages and a thirteen trait scorecard to choose, hire, onboard and hand over to the right successor, with what right and wrong look like at every step.

Cost of Disengagement Calculator: Estimate what disengagement costs you a year across lost productivity, preventable turnover, rework, manager time and absence, with a Management Effectiveness Score. No email needed to see the number.

Leadership Skills Assessment: Measure your leadership across the skills that matter most and get a clear read on where to focus to grow your impact and influence.

Articles

Succession Planning for a Family Owned Business: Separate the three decisions, work out what fair actually means when one child works in the business and the others do not, and find out whether they even want it before you assume they do.

Business Succession Planning: The four documents a succession plan actually contains: the role brief, the decision rights map, the dependency list and the emergency plan. Plus the order to write them in.

Succession Planning for Business Owners: Build the handover before you need it. Separate leadership from ownership, find where the business still depends on you, and test the handover while you are still available.

What Is My Business Worth: How buyers actually price an owner-led business, why the number is lower than you expect, and the handful of things that move it in twelve months.

How to Value a Small Business: The three valuation methods in plain English, which one a buyer will use on a business like yours, how to build adjusted profit, and a worked example with the owner discount shown in dollars.

Business Exit Planning: Family, management buyout, trade sale or private equity. How the four routes differ on price, speed, risk and what happens to your people, and how to choose between them.

Can Your Business Run Without You: The two week absence test, how to score it honestly, and the five reasons decisions keep coming back to your desk. Two of them are entirely within your control.

Broker, Accountant, Coach or Advisor: Who does what when you are handing over or selling, roughly what each costs, when to bring them in, and the expensive gap most owners do not know exists.

The Practical Boundary Setting Guide: For people who take care of everyone except themselves. Where the pattern comes from, the exact words for a clean no, and a 30 day practice plan. Includes a printable workbook.

When to Start Succession Planning: The honest timeline, the signals that mean start now, and what you can do in thirty days versus two years. Most owners are later than they think.

A Succession Planning Template for Owners: The template itself, section by section, with guidance on filling each row. Blank rows are useful information. Not a teaser for a download.

The Second in Command Problem: How to find and develop the person who replaces you, internal versus external, the first ninety days of handing over authority, and the five ways it fails.

When Dad Will Not Let Go: Written for the son or daughter, and safe for dad to read. What is actually going on, how to ask for decision rights rather than more responsibility, and when the honest answer is to leave.

Who Am I Without the Business: The identity question that actually blocks the exit. What the business provides beyond money, and why the owners who struggle after a sale are not the ones who got a bad price.

Selling Your Business to Your Son or Daughter: How family transfers actually work. The routes compared, why selling it for a dollar creates problems, and why the leadership handover has to come before the ownership transfer.

Leadership Accountability Without Micromanaging: Why they are not accountable is usually a design problem, not a character problem. What a manager actually needs, the weekly rhythm, and what to do at the first miss.

How the Cost of Disengagement Is Calculated: For the person who has to sign off on the number. What each line measures, the published research behind it, what is assumption and what is data, and how to swap in your own figures.

Other resources

The Seven Laws of Business: A one page operating cheat sheet for owners. Purpose beyond profit, first principles, the Net Seven Method, the brand moat, decision velocity, leadership loyalty and a business where nobody is load bearing.

Leadership Lab Sample Report: The monthly report HR and Finance receive from a Leadership Lab pilot. See exactly what gets measured and what lands on the desk each month.

Proof, not promises

Client stories worth ten frameworks.

Real engagements, real numbers, names changed to protect client privacy. From a stalled $8M business to $13M with a path to $30M+. From a $500K crisis to a company back from the brink. From burned out and passed over to a 50% pay rise.

Read the case studies

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