Month 3: Business Baseline | The Succession Shift

Know what you have built. Document what only lives in your head. Close the gap between what your practice is and what it needs to be.

WHERE YOU ARE IN THE PROGRAM

You have done the hard internal work. In Month 1, you surfaced the beliefs and avoidance patterns that have kept this plan from getting done. In Month 2, you built a clear vision for what your next chapter looks like. Now it is time to look at the business. Month 3 is where you stop working from memory and start working from evidence. You will audit your practice as it actually exists today, identify what is undocumented, and begin the process of getting everything out of your head and into a form that can support a real succession plan. This is not about finding what is wrong. It is about knowing exactly what you have.

MANY ADVISORS CANNOT DESCRIBE THEIR OWN PRACTICE ON PAPER.

You can describe your clients, your revenue, your process, and your relationships with precision. You hold all of it. The challenge is that it lives in your head, not in a document. And a plan that exists only in your head cannot protect your clients, your family, or the value of what you have spent decades building. When an advisor exits without documented systems, the practice loses value immediately. Successors cannot step in. Clients experience disruption. Families are left sorting through what should have been a straightforward transition. The gap is not intentional. You have always intended to document this. The gap is structure. Month 3 provides it.

81%

of financial advisors have no formal succession plan in place. Source: IPC / Investment Executive / Wealth Professional, 2025

83%

of clients have concerns about what happens when their advisor retires or is no longer available. Source: IPC / Investment Executive / Wealth Professional, 2025

$400-500B

in Canadian advisor-managed assets currently have no documented transition plan in place.

Curriculum

1 Chapter · 7 Lessons

1
Business Baseline
1. (Included in full purchase)
  From Intuition to Evidence: Know Your Business on Paper
2. (Included in full purchase)
  About Client Audits
3. (Included in full purchase)
  About Revenue Breakdown
4. (Included in full purchase)
  3 Year Revenue Trend
5. (Included in full purchase)
  In-Your-Head Audit
6. (Included in full purchase)
  Financial Entanglement Assessment
7. (Included in full purchase)
  Valuation Groundwork

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