Downloads.
Worksheets and checklists that go with the protocol.
- Being written
Exit Readiness check
Fifteen questions on your life, money and practice.
- Being written
Hidden Paycheque worksheet
What work gives you beyond money, and what could replace it.
- Being written
Data room checklist
The documents a buyer asks for, and when to start gathering each.
- Being written
Offer comparison sheet
Up to three offers side by side, on what you keep, not the headline.
- Being written
Heads-of-terms red flags
About 12 checks to question before you agree terms, and what to ask your solicitor.
- Being written
Estate and gifting checklist
Your estate, your gifts and your documents after the sale.
- Being written
Example due diligence questionnaire
About 120 questions a buyer's solicitor may ask, in 12 sections. An example only.
- Being written
Needs, Wants, Wishes
Sort your spending into the three groups behind your Lifestyle Number.
- Being written
Who Gets What
Each person or cause, the amount and when: your Legacy Number.