Make yourself optional. On purpose.

The Owner-Independence Checklist: the practical steps that move a business from owner-dependent to owner-optional. Forty-eight steps across eight areas, the Handover Ladder, and a twelve week plan to prove the business can run without you. Written for owners of businesses doing roughly $2M to $50M a year.

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Cover of The Owner-Independence Checklist

What's inside

Practical, tested and written to be used.

→ The ninety day test: what would stall if you stepped away on Monday
→ The Handover Ladder: five rungs for moving every decision and relationship off your desk
→ Your Load Map, plus 48 steps in eight sections, each with a clear "done when"
→ A twelve week step-back plan and a step-away test you can show a buyer
→ Every figure sourced, with the full list at the back

Written by Roy De Medeiros, CEPA®
Founder & CEO, Fulkrem Management Group, Toronto

Written for: Owners and CEOs. Educational content only, not financial, legal, tax or investment advice.

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From the guide

The Canadian picture

76%

of small business owners plan to exit within the next ten years
CFIB, 2023

have a formal, written succession plan in place
CFIB, 2023

10 : 7

buyers to sellers in Canada. Buyers are out there, and they are picky.
BDC, 2026

3 to 5 yrs

for a full business transition, including the sale itself
BDC, 2026

For founders

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Make yourself optional. On purpose.

Practical, tested and written to be used.

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The Canadian picture

Find out exactly where you stand.

How dependent is your business on you?