For the legacy-minded owner who knows their business is part of their identity—and wants to exit with clarity, confidence, and purpose.

Workbook Edition 1 of Don’t Die With Your Business LIVE is a guided, step-by-step framework designed to help long-time owners evaluate where they stand today, clarify what they truly want next, and begin shaping a purposeful exit that honors their values, their family, and the legacy they’ve built.

Inside this 90-page workbook, owners walk through a comprehensive process that includes:

✔ Honest self-reflection & alignment with your spouse/partner

Including guided questions, life-design exercises, and a full one-year “life after the business” planning section (pages 27–46).

✔ A clear-eyed review of your current reality

Owner dependency audit, leadership readiness scorecards, lifestyle costing worksheets, estate documents checklist, and turnover notes—so you can see the truth of where your business stands today (pages 47–66).

✔ Valuation, exit pathways & successor vetting

A breakdown of buyer types, deal-killers, exit options, and a complete successor evaluation tool to assess who is best suited to carry your business forward (pages 67–78).

✔ Gap analysis & systemization templates

Identify the gaps weakening enterprise value and outline the systems, SOPs, and training needed to reduce owner reliance (pages 79–84).

✔ Leadership guidance for the transition ahead

A dedicated leadership section to help owners shift from operator to visionary as they prepare for the next chapter (pages 85–94).

Who This Is For

This workbook is built for the owner who:

• Has spent 20–40 years building something meaningful

• Feels the pull to slow down, step back, or step into what’s next

• Wants an exit that protects employees, honors family, and preserves the legacy they’ve poured their life into

• Wants clarity—not just on valuation, but on their identity, purpose, and future beyond the business

If you’re a values-driven founder who cares as much about what happens after you leave as you do about the check you receive, this workbook was made for you.

What This Workbook Helps You Do

• Define your priorities for the next season of life

• Understand your current financial and operational position

• Reduce owner-dependency and increase enterprise value

• Prepare emotionally, strategically, and relationally for transition

• Start building the roadmap toward a peaceful, profitable, purposeful exit

If you’re ready to begin the process—not just of selling a business, but of preparing your life for the chapter ahead—Workbook Edition 1 is your starting point.