Your Free Business Contingency Plan Kit

Create Narratives for Your Bank Accounts

One of the best ways to keep the money flowing in your business in your absence is by sharing the details about how you manage your business bank accounts.  Do you follow Profit First accounting? If yes, include that information here. Keep the narratives current and accessible to your second-in-command.

Create Narratives for Your Credit Cards

Support your second-in-command to keep your business running smoothly in your absence by sharing the details about how you manage your business credit cards.  Keep the narratives current and easily accessible to your second-in-command.

The AWARE Framework for Creating Your Contingency Plan

Empower your business partner, team, and loved ones to keep the money flowing when you're on an extended vacation or out of commission.

Answer the questions in the PDF below and start creating your Business Contingency Plan "to-do list" of the next steps.

Follow the AWARE Framework to start creating contingency plans for your business and personal life.

There's never been a better time to make a plan. Book a call to find out how I can best support you.


To book a time with me:

  • First, choose the meeting type, then a day and time for your consult.
  • You will then receive the details for our call by email. If you don't see it in your inbox, try searching for "Mary Beth Simon."
  • If we're a good fit, we'll define what success looks like for you and create a road map for how we'll move forward together.

Book your complimentary assessment here...