These are the resources we will be using over the next 12 months
Month 1 is where everything starts. You will complete the Where You At? Assessment, surface the beliefs and patterns that have kept this plan undone, and get clear on what you actually want your future to look like. This is not a planning exercise. I
Month 2 moves from why you have been avoiding this to who you are becoming next. Through the Identity Unpacking work and a guided vision-setting process, you will build a clear, written picture of your next chapter that pulls you forward.
You have built a thriving practice. Month 3 shows you exactly what it contains, where the gaps are, and what needs to be documented before anything else can move forward. This is the foundation every succession plan requires.
Most continuity plans only plan for one scenario. This module maps all four incapacity scenarios, builds your liquidity plan, and documents every system and credential someone else would need to keep your practice running without you.
Month 5 completes the Crisis-Ready Plan by building the conflict resolution framework, confirming every legal authority, and compiling all continuity workstreams into a single signed document your practice can actually use under pressure.
Month 6 tells you what your practice is actually worth today and what you can do to increase that value before transition. You will gather the data, understand the drivers, and identify the opportunities before a buyer or successor appears.
