A Guided Path Forward

A guided path forward

Support for a surviving spouse or business partner, the moment they need to know what to do next.

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Most business owners have a growth plan. Almost none have this one.

If something happened to you tomorrow, would the person left behind know where to start? Most small business owners have never written that plan down — not because it doesn’t matter, but because there’s never been a simple way to do it.

A calm, guided way through a hard moment

A Guided Path Forward walks a spouse or partner through one clear decision at a time: keep the business running, close it down, or prepare it for sale. Each path leads to concrete next steps, so no one is left guessing what to do or where to look.

Where things stand

In private testing

The concept is currently being tested with a small group of financial advisors, attorneys, and CPAs who work with small business owners every day. More to come.