Operations Strategy to Protect Your Business and Legacy.

[Cover Your Ass] Continuity and Succession Planning for Service Business Owners

WHAT HAPPENS TO YOUR BUSINESS IF SOMETHING HAPPENS TO YOU?

When you are the lifeblood of the business, it is vital to have a plan for the unexpected, yet possible, need for someone else to step in and address business affairs in your absence.

You might be thinking, “BUT Julee, nothing will happen to me anytime soon! I vacation with my computer, I don’t do extreme sports, I take care of my health… I am not worried about it.”

Ok, I hear you, but what about…

  • Emergency leave to be a caregiver to children or ill relatives?

  • You want to unplug completely for parental leave or a proper vacation.

  • Sudden injury or serious illness that takes you out of commission for days, weeks, or longer? Or…

  • The least appealing topic, Death. I know, I know! You would rather not think about it, but that doesn’t make it any less of a possibility.

Or maybe…

  • You want to evolve your role in the business, and that means delegating a lot of tasks to others.

  • You dream about scaling the business to sell someday, or simply have it be a legacy that you pass on to others when you retire.

“I felt like I was incrementally doing my entire business a favor every step of the way. By documenting and organizing every facet of the company, I’m ensuring the business will continue to succeed when facing change and unforeseen circumstances.”

IF YOU’VE EVER EXPERIENCED:

  • Overwhelm that all the information about your business is in YOUR head and no one else knows how to navigate things. Delegation feels impossible…

  • A desire to take a guilt-free vacation or plan an extended leave for any reason…

  • Feeling very busy, but unsure if you’re focused on the right actions to serve your goals and future vision of the business…

  • A desire to sell your business someday…

  • Knowing you are on the brink of growth and scaling your business, but struggling to break through…

you’re in the right place, my friend!

Hi, I’m Julee!

I’m a certified Director of Operations and Project Manager, the strategic right-hand woman to the vision-focused CEO.

Together, we look at the big picture of your operations and future vision. Plan for your near-term goals, identify potential risks, and life-proof your business to weather change.

I founded Project C.Y.A.® to help small businesses of all sizes ensure their hard-earned asset does not become a liability. A RISK and BURDEN most entrepreneurs face is not having their business affairs organized to allow for others to effectively act in their absence. They operate assuming, “I’ll always be around,” and that change is predictable.

Believe me, I've witnessed a lot of crises and chaos that were deeply rooted in a lack of forethought and planning…and operating that way can be devastating.

Freedom grows when your business is LESS reliant on you.

When we work together, I create space for you to be authentically yourself no matter what. Because being human is HARD and at times, MESSY. I’m committed to normalizing a proactive approach to the more difficult conversations many prefer to avoid completely.

The problem with avoidance––it’s not a strategy; it’s a potential crisis-in-waiting.

READY TO FEEL ORGANIZED AND PREPARED FOR THE EXPECTED & UNEXPECTED?

How we can work together…

Clarity Power Hour

Unlock your next breakthrough in just 60 minutes

Curious about a high-impact strategy for a pressing issue? Or are you considering a more extensive partnership but want a no-strings-attached test drive?

Either way, the journey begins with booking a Power Hour Consultation*.

Succession Plan VIP Day

Don't Roll the Dice on Your Hard Work

You've poured your soul into this business; it's more than just a money-maker—it's your legacy.

Don’t let the "what-ifs" keep you up at night. Our Project C.Y.A.™ framework helps you plan for those curveballs life loves to throw, as well as the desired transitions you have in mind. Ready to sleep better and dream bigger?

Quarterly Strategy VIP Day

Elevate your business with Strategic Design

I lead you through critical BIG-PICTURE conversations using a proven framework with a clear outcome…

A laser-focused 90-day plan that aligns your purpose, people, and productivity. Navigate growth without losing sight of your long-term objectives.

Listen to the latest episode

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The Influence of Your Core Values in Building A Resilient Business Identity

Part 3 of crafting impactful mission, vision, and values statements for your business. Discover how aligning your business with core values can guide strategic decisions, foster a strong brand identity, and shape a lasting legacy. Explore the role of values in team management, client relationships, and succession planning.

Read More →

What people are saying…

  • "My business, and my life, have benefitted from Julee's support… She’s a fantastic sounding board for topics like big-picture business management and growth–topics that I had no one else around me to discuss.

    Julee brings the human experience back to the business experience."

    Sarah, MSME, Owner, 45dB Acoustics

  • “Julee is adept at quickly assessing the various risks that may exist for a given business.

    The combination of her ability to relate and empathize with other business owners, as well as her business management expertise, create an experience that is efficacious and enjoyable.

    That’s important to me because I needed to be pushed to assess and address the risks that were inherent in my business. Julee helped accomplish both tasks while also ensuring that I enjoyed the process.”

    Kyle, CEO, Trendline Insights

  • "I was surprised at how easy Julee made the work for me. It felt great to have someone confident in their skills with the maturity to put forth ideas to drive a better outcome. Julee has become a trusted confidant and I know she will serve other business leaders as well as she did me!"

    Jill, Director, Business Operations, Microsoft

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I’d love to show you how optimizing your business operations and strategy can transform your life and business.