For business owners
Could your business run without you?
Legal paperwork says who receives what. The Navigator is the roadmap for how it all runs, written by the owner.
The gap
If a founder suddenly couldn’t run the business, the people they love should not have to become detectives.™
- Who do we call first?
- Where are the key accounts held?
- What did the owner want done?
Written by the owner, at their own pace.
The roadmap
What the owner fills in
First Call Team
Who to call first.
Trusted Advisor Directory
Accountant, attorney, banker.
Critical Information Locator
Where everything is kept.
Business Transition Options
Keep it, hand it on, sell or close.
Important Documents and Where to Find Them
Leases, titles, policies.
Personal Wishes and Family Letter
In the owner’s own words.
The owner decides who reads each part.
Preparation Is An Act Of Love™