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Resource Library

Free guides, worksheets & templates

Practical, ready-to-use resources to help you build value and get ready to sell — drawn from the 7 key areas we work through with owners.

Download our free Mutual NDA →
Resource library

Free guides, worksheets & templates

Two downloads are free — grab them below, no email needed. Enter your email once to unlock the full library.

Free — no email needed
Mutual NDA
A ready-to-use mutual non-disclosure agreement.
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Selling Your Business: A Plain-English Glossary
Every exit term and acronym, explained simply.
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Unlock the rest of the library

One email unlocks every guide, worksheet, and template listed below.

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Guides & worksheets
What's My Business Worth?
A plain-English guide to multiples and SDE.
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10 Things That Quietly Lower Your Sale Price
The risks buyers discount for — and how to fix them.
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Sale-Readiness & Due-Diligence Checklist
Everything a buyer will ask for, so you're ready.
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Reduce Owner-Dependence Worksheet
Map what runs through you and plan to hand it off.
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Pricing & Margin-by-Line Worksheet
Find out which work actually makes money.
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The 7 Key Areas Explained
A quick primer on where value is won or lost.
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Templates
SOP Template
Document a repeatable process anyone can follow.
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Roles & Backup Map
Who owns each seat, and the backup for each.
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One-Page Business Plan
Your north star, 3 goals, and how you stay on track.
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Weekly Scorecard
A handful of numbers, reviewed every week.
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Meeting Rhythm Starter Kit
Ready-made agendas for a light meeting cadence.
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