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A TOUGH QUESTION ALL FOUNDERS AND CEOS FACE

"WHAT HAPPENS TO YOUR BUSINESS IF SOMETHING HAPPENS TO YOU?"

10 Must-Ask Questions To Uncover Your Business Risk

Download your free guide to clarify EXACTLY what's needed to get your shit together and protect your business for the expected and unexpected future.

Julee, I must say thank you. I completed your 10 questions and it has jumped started my journey to cover my own ass so I can take a vacation this fall.
— Sherlrina Thomas, Nia Concierge

Meet Julee

I’m a business strategist willing to tackle the tough conversations that make others run for cover.

I help service business owners answer: What happens to your business if something happens to you? through succession and delegation planning.

I bring 15 years of consulting experience as a certified project manager, business manager, and end-of-life doula. Needless to say, I’m a super planner and calm in the chaos—bringing my clients operational efficiency and peace of mind that increases life fulfillment.

I’m also a speaker and host of the Project C.Y.A.™ podcast, committed to increasing education and awareness around risk management and succession planning for the entrepreneurship community.

GRAB YOUR FREE SUCCESSION STARTER GUIDE!