1:1 Succession Planning

Your Blueprint for Freedom: Tailored Succession Planning for Time Off, Crises, and Transitions.

Questions for all established service business owners, agency owners, coaches and consultants…

What Happens To Your Business If Something Happens To You?

With a “cover-your-ass” succession plan safely stored in your Dropbox, you’d rest easy knowing your business affairs are sorted for the expected and unexpected future. Your C.Y.A. plan will…

✔ Give those who need to act in an emergency or a delegating event a single source of truth to locate all the critical details (rather than attempt their best Sherlock Holmes impression as they try to puzzle their way through 100s of emails, password resets and invoices to figure out what to do next)

✔ Help you gain clarity on potential gaps in your business structure (a required due diligence to strengthen the foundation for sustainable growth, and if you ever plan to sell the business)

✔ Set you up with a clear path to delegate in your business by figuring out which tasks require the creation of SOPs (no more feeling weighed down by being the primary knowledge holder and expert in your business. Helllllooo, vacation! )

✔ Delegate what needs to be done to free up your attention to focus on priorities like vacations, health and caregiving (and extend the same relief to your team or loved ones if a “what-if” becomes an “oh crap, what now?”)

✔ Accelerate your ability to scale or sell your business because you’ll identify the needle-movers (instead of staying stuck in a cycle of busyness that derails your progress towards your future vision)

✔ Plan to evolve your role in the business to be less in the daily operations and more in your zone of impact (whether that’s strategy, content, coaching, consulting, networking, public speaking…you choose!)

But right now you might be wondering…

What Kind Of Scenarios Do You Need To Cover Your Ass For?

You’re a smart cookie for asking!

Succession planning involves the business owner proactively planning for any changes in their roles and responsibilities or availability in the business.

You’ll want to focus your planning to account for both expected and unexpected scenarios that would involve a temporary or permanent change.

Still, unless an urgent situation is brewing, it’s hard to know where to begin.

As a business strategist and certified End-of-Life Doula, I’ve seen the below situations crop up SO many times.

Expected and Unexpected Scenarios

Temporary Change:

  • Vacation or Sabbatical

  • Parental Leave

  • Reduced availability to focus on childcare

  • Surgery

  • Divorce

  • Illness or injury of self

  • Caregive a loved-one

  • Bereavement Leave

  • Grieving a loss or mental health change impacting focus or performance.

  • Burnout

Permanent Change:

  • Changing your role in the business

  • Reducing availability to focus on other projects

  • Team member giving notice of departure

  • Resource suddenly quitting or ghosting

  • Planning to Retire

  • Selling the business

  • Closing the business

  • Severe illness or injury of self or a close loved-one

  • Death or incapacitation

You don’t need to create a succession plan for ALL these scenarios at once, but it’s far less painful to make a plan to handle some of these potential changes incrementally rather than being forced to make a dramatic change when burnout is around the corner, or a situation is pressing.

Whether you’re an established or new biz owner

Chances are your business is too dependent on you

The odds are you can’t work forever like you do today. Emergencies crop up. Vacations need to be enjoyed. Family dynamics change. Without a ready-to-share succession plan, you’re risking three of your most valuable business assets…

YOUR INTELLECTUAL PROPERTY

A SUCCESSION PLAN PROTECTS THE VALUE OF THE BUSINESS FOR THOSE WHO MATTER MOST

Your business is an asset that deserves respect for the energy and money you’ve invested.

Whether you’ve been in business two years or ten, your efforts have resulted in intellectual property and systems that have value.

Life’s expected (and unexpected) moments will dictate what happens to your legacy and the value that’s collected if you decide to continue pushing off planning.

YOUR REPUTATION

A SUCCESSION PLAN KEEPS YOUR BUSINESS TICKING WHEN WE’RE NOT OUR BEST SELVES/BURNOUT OR BOREDOM COME CALLING

It’s highly likely you’ll be forced to recalibrate or pivot your business plans in the future.

While we’re young and healthy it feels like we have the capacity to work forever, but at some point you’ll need to reduce your hours due to burnout, caregiving responsibilities, or a desire to focus on your wellness.

Rather than let things slip, a plan gives you a logical way forward.

YOUR REVENUE

A SUCCESSION PLAN SETS YOU UP TO SCALE OR SELL WITH EASE

Surrendering control is tough but it’s the easiest pathway to give yourself the time freedom you crave.

Most business owners don’t want to be doing the same exact thing for the next 20-30 years, so the question to ask yourself is what is your ultimate freedom goal?

When you have clarity on whether you desire to sell, advise, or grow, planning helps the pathway to your future become clear and gives you the steps to identify how delegation will help you get there quicker.

YOUR BUSINESS IS A LIVING ENTITY

Now’s The Time To Tend To Its Future Health

Rather than operating as though you’ll always be around…

Instead of sticking your fingers in your ears, closing your eyes and shouting, “Nope, no, forget about it”, and pretending the issue doesn’t apply to you…

Or putting off succession planning as next year’s problem…

You can choose to face the fear of “what if” or “how can I” head on and strategically get your shit together, so you’re prepared to delegate key information for whatever life delivers…

…whether it’s death or illness, an opportunity to take a trip, or you’re approached to sell your business.

THIS IS YOUR INVITATION TO GET YOUR BUSINESS OPERATIONS TOGETHER ONCE & FOR ALL IN...

The Succession Plan Accelerator

Gather all the critical details of your business operation and outline a succession plan so your business can be an asset (rather than another heavy burden) during life’s expected and unexpected moments.

Using my signature Project C.Y.A.™ framework, we will:

  • Map out your daily business operations to Discover the full scope—You walk away with a helpful visual you'll continue to use.

  • Define the succession scenarios most critical to your business—and life

  • Complete a Response Plan with delegation and contingency strategies

  • Organize your business affairs to make your plan effective and actionable.

  • Utilize my popular plug-and-play Business Handbook template to bring your business's vital details into one central location.

  • Create space for you to be the visionary strategist making these critical big-picture decisions.

Additional Features

  • VIP Day Options: (1) Full-Day or (2) Half-Days (within the same week)

  • (1) 30-Minute Follow-up Call within 30 days

  • Voxer (text+voice messaging) support between calls for 30 days

  • Draft Succession Plan

  • Your Operations Map

  • Project C.Y.A.® Owner’s Manual Template

  • An Action List for what affairs to organize to ensure your Succession Plan is possible in real life.

Option to upgrade package for additional support, including project management and SOP development.

Investment begins at $4,500*

*A proposal will be provided reflecting the agreed-upon scope of work based on the complexity of your business and the level of support desired.

What people are saying…

  • “I felt like I was incrementally doing entire business a favor every step of the way.

    By documenting every facet of the company, I’m ensuring that the business will continue to succeed when facing change and unforeseen circumstances.”

    Kyle, CEO, Trendline Insights

  • "Completing my Business Handbook shed light on a few things I was either ignorant or unaware of that needed attention. As the owner of a technical consulting firm, I’d like to think I’m good at planning for the future…but after Succession Planning with Project C.Y.A., I feel more confident that I have a good plan in place if the unthinkable occurs.”

    Sarah, MSME, Owner, 45dB Acoustics

  • "I was surprised at how easy Julee made the work for me. It felt great to have someone confident in their skills with the maturity to put forth ideas to drive a better outcome. Julee has become a trusted confidant and I know she will serve other business leaders as well as she did me!"

    Jill, Director, Business Operations, Microsoft

QUICK GUT CHECK... 

6 Signs Project C.Y.A.™ Essentials Is Right For You

You want to ensure your business doesn’t become an extra burden on your family when facing the worst.

You’ve focused on building your business for years and now realize the backend is disorganized.

You’re the sole or primary knowledge holder for your business.

It’s been a while since you started your business. So, you’re not sure where you’re potentially at risk.

You want to do right by your clients, contractors and employees if something happens to take you away from the business.

You wonder what you need to do to set your business up to scale or sell.

Are You Ready to Secure Your Business's Future?

This is your invitation to get your business operations in order—once and for all.