What others say
Description
Improve efficiency by having all your business information in one place. Get your business organized for your own convenience and plan NOW for someone else to own and/or run the store you've put years into building.
Don't leave the management--or even existence--of your business to chance.
This 53-page planner has been evaluated by an estate attorney, but its contents do not constitute legal advice.
This planner is a living, growing document that will be updated regularly. To receive notifications of updates, make sure to join Angie's email list. The link is found in the introductory letter.
CONTENTS
Letter to the Seller
Notifications
General Business Information
Passwords
Contact Information
Organizational Chart
Revenue Streams
Affiliate Partnerships
Billed Memberships, Subscriptions, and Services
Trademarks and Copyright
Standard Operating Procedures
Other Digital Resource Sale Platforms
LLC/Incorporation Documentation
TPT Information & Practices
TPT Basics
Terms of Use
Product Inventory
Customer Service Practices
Historical Sales Data
Resource Work Flow
Contracts
The Basics of Leaving Your Business to Someone
Store Value Calculator
Management Agreement
Financial Information & Taxes
Financial Snapshot
Current Profit-Loss Statement (Linked Template)
Banking Information
Taxes
Monthly Payroll Procedure: State
Monthly Payroll Procedure: Federal
Marketing
Branding Guidelines
Customer Base
Website Information
Resource Promotion Schedule
Social Media Platforms
Email Marketing
Facebook Ads
SUGGESTIONS FOR USE
◈Complete the document and give it to your estate attorney as a foundation for planning your will or trust.
◈Use the planner to make decisions about the way you want your business run after you pass.
◈Use the planner to organize your business information in preparation to sell.
◈Improve efficiency now by having all your business information in one place.
◈Fill it out and hand it off to a new integrator or VA.
◈Have a VA do some of the heavy lifting!
RAVE REVIEWS
⭐⭐⭐⭐⭐The value of this resource can't be emphasized enough! I truly appreciate the time and effort you put into this Angie, thank you! Stephanie's History Store
⭐⭐⭐⭐⭐This was precisely what I wanted it!!! My husband always knew my what-if plan, but now it's written down and official. I feel so much better having this in place for both my business and store. It's so helpful to overprepare. I now know my family will be supported, and the business that I put so much time into will continue for many years to come.
Passion for Social Studies
⭐⭐⭐⭐⭐Outstanding! Angie has thought of everything. This is going to make this process so much easier. Now, I can finally have peace of mind that I am leaving my business in good hands. Thank you so much, Angie! You are the best!
Trina Deboree
⭐⭐⭐⭐⭐This is so thoughtfully put together and gives me peace of mind. This is vitally important, and Angie has done a thorough job.
J.B.
⭐⭐⭐⭐⭐Oh my goodness, this is an incredible product. I already have a posthumous planner, but this one is so much more thorough and offers so much more help to my heirs. For example, I never thought of including my SOPs with explainer videos and my marketing schedule. Those are two very important aspects of the business for anyone who will be taking it over. In addition, the planner gives ideas for a smooth transition and handling of everything from payroll to my LLC. I'm very happy I purchased this.
TeacherWriter
FREQUENTLY ASKED QUESTION! Will this resource work for sellers outside the United States?
YES! I originally had last will & testament templates and asset transfer contracts in the document but was advised by an estate attorney to remove them because each state, province, and country will differ in requirements. The only contract is one for hiring a seller to run your business for a cut of the earnings. You can use it as a starting point and the run it by a solicitor or attorney. 90% of the planner is generic and applicable to any seller, but there are a couple of tax pieces that you would have to modify no matter where you live. It's for everyone!
TPT Seller Business Management Planner, Estate Planning Document, Guide Template
Highlights
What others say
Description
Improve efficiency by having all your business information in one place. Get your business organized for your own convenience and plan NOW for someone else to own and/or run the store you've put years into building.
Don't leave the management--or even existence--of your business to chance.
This 53-page planner has been evaluated by an estate attorney, but its contents do not constitute legal advice.
This planner is a living, growing document that will be updated regularly. To receive notifications of updates, make sure to join Angie's email list. The link is found in the introductory letter.
CONTENTS
Letter to the Seller
Notifications
General Business Information
Passwords
Contact Information
Organizational Chart
Revenue Streams
Affiliate Partnerships
Billed Memberships, Subscriptions, and Services
Trademarks and Copyright
Standard Operating Procedures
Other Digital Resource Sale Platforms
LLC/Incorporation Documentation
TPT Information & Practices
TPT Basics
Terms of Use
Product Inventory
Customer Service Practices
Historical Sales Data
Resource Work Flow
Contracts
The Basics of Leaving Your Business to Someone
Store Value Calculator
Management Agreement
Financial Information & Taxes
Financial Snapshot
Current Profit-Loss Statement (Linked Template)
Banking Information
Taxes
Monthly Payroll Procedure: State
Monthly Payroll Procedure: Federal
Marketing
Branding Guidelines
Customer Base
Website Information
Resource Promotion Schedule
Social Media Platforms
Email Marketing
Facebook Ads
SUGGESTIONS FOR USE
◈Complete the document and give it to your estate attorney as a foundation for planning your will or trust.
◈Use the planner to make decisions about the way you want your business run after you pass.
◈Use the planner to organize your business information in preparation to sell.
◈Improve efficiency now by having all your business information in one place.
◈Fill it out and hand it off to a new integrator or VA.
◈Have a VA do some of the heavy lifting!
RAVE REVIEWS
⭐⭐⭐⭐⭐The value of this resource can't be emphasized enough! I truly appreciate the time and effort you put into this Angie, thank you! Stephanie's History Store
⭐⭐⭐⭐⭐This was precisely what I wanted it!!! My husband always knew my what-if plan, but now it's written down and official. I feel so much better having this in place for both my business and store. It's so helpful to overprepare. I now know my family will be supported, and the business that I put so much time into will continue for many years to come.
Passion for Social Studies
⭐⭐⭐⭐⭐Outstanding! Angie has thought of everything. This is going to make this process so much easier. Now, I can finally have peace of mind that I am leaving my business in good hands. Thank you so much, Angie! You are the best!
Trina Deboree
⭐⭐⭐⭐⭐This is so thoughtfully put together and gives me peace of mind. This is vitally important, and Angie has done a thorough job.
J.B.
⭐⭐⭐⭐⭐Oh my goodness, this is an incredible product. I already have a posthumous planner, but this one is so much more thorough and offers so much more help to my heirs. For example, I never thought of including my SOPs with explainer videos and my marketing schedule. Those are two very important aspects of the business for anyone who will be taking it over. In addition, the planner gives ideas for a smooth transition and handling of everything from payroll to my LLC. I'm very happy I purchased this.
TeacherWriter
FREQUENTLY ASKED QUESTION! Will this resource work for sellers outside the United States?
YES! I originally had last will & testament templates and asset transfer contracts in the document but was advised by an estate attorney to remove them because each state, province, and country will differ in requirements. The only contract is one for hiring a seller to run your business for a cut of the earnings. You can use it as a starting point and the run it by a solicitor or attorney. 90% of the planner is generic and applicable to any seller, but there are a couple of tax pieces that you would have to modify no matter where you live. It's for everyone!
