Business by Design Workbook Download
If all you had was a blank piece of paper, what business would you create? We believe the answer lies in your response to just five questions, which we call our Business by Design framework.
The Prosperity Playbook Download
Helping guide business owners through this once-in-a-lifetime event is what The Prosperity Playbook: Planning for a Successful Family Business Succession is all about! A successful business sale or succession requires careful thought, detailed planning, and a generous amount of fortitude to complete this process.
Four Ways to Grow Your Business Tool
The Four Ways to Grow Your Business tool supports you and your team in expanding your ideas of what is possible, while at the same time providing concrete pathways for your company to achieve its goals. [...]
Take Back Your Time
Take Back Your Time — The Prosperity Playbook Excerpt Click here to get a copy of Take Back Your Time — The Prosperity Playbook Excerpt! Create efficiency to create more time to do what you love [...]
You Are Here – Satisfaction Inventory
The You Are Here - Satisfaction Inventory will help you gauge how satisfied you are with your life. Click here to get started!
Cascading Metrics Template
The Cascading Metrics tool is a great way to map out the key components of your annual plan. It helps you identify the key areas where you want your business to shine and how to get [...]
Cash Headroom Template
The Cash Headroom template allows you to track and manage your cash. Click here to get started!
The Financial Factors Scorecard
The Financial Factors Scorecard allows you to assess where your financial operating system shines & where it needs more structure. Click here to get started!
The Prosperous Mind Scorecard
The Prosperous Mind Scorecard is a tool to assess any limiting belief you may have as a business owner. You will answer 9 questions, for the 9 key Prosperous Mind Factors. For each question, please select [...]