Tools I actually use, yours to keep.
The real things I pull out with operators in the first few weeks. Pop your email in once and they’re all yours, use them whether we ever work together or not.
Stay, Lead or Leave?
Twenty honest questions for a clear read on where you really stand, and an honest steer on whether to stay, lead, or leave. Scores live in your browser.
Score yourself → Free checklist · ~30 minWho Decides What?
Twenty everyday decisions. Sit down with the family, agree who owns each one, and print it, the fastest way to end the “I thought you were handling that” loop.
Open the checklist → Free one-page mapThe Founder-to-Chair Seat Map
What the founder keeps, what the next gen takes on, and where you overlap, so stepping up never means anyone vanishes. Print it and put it on the wall.
See the seat map →The Bottleneck Tax Calculator
A rough-numbers tool to see what “everything runs through one person” is quietly costing the business each month.
Coming soonThe Quote-to-Cash Teardown
Where good operators leak time and money between enquiry and payment, and the three fixes that close it.
Coming soonThe Hard Conversation Starter
Eight questions to bring to the family before anything changes, so the first conversation goes somewhere good.
Coming soonReady to build it for real?
The tools show you the gap. The pilot helps you close it, with me beside you for twelve weeks.