The Business Plan

LOLA’s Customized Business Guide helps business owners and their teams prepare for unexpected life changes, like disability or loss. We assist in collecting important documents needed to close, sell, or transfer
ownership of a business if needed.

Key Benefits of the Business Plan

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Document Business Infrastructure

LOLA listens to your needs and finds proper resources for you, such as bankers, financial planners, and realtors. We help identify important steps, such as documentation of all business owner IDs and passwords, personal and business contracts, and overall processes.

A middle-aged man with gray hair and glasses working at a desk in an office, using a tablet and holding a pen, with a desktop computer, bookshelves, and office supplies visible in the background.

Developing Processes
& Procedures

LOLA helps create proper checklists and documentation, such as copies of all things signed by the business owner, ensuring all bankers and insurers will be notified, access to all business and personal contracts, and more.

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Protect Your
Hard-Earned Success

By asking each possible question, LOLA provides business owners with the guidance and the relief they need. We ensure that your employees would be able to close the business and protect your assets.

LOLA helps business owners prepare for the unexpected. Our process guides them in protecting their business from disability or death. We collaborate with legal advisors to establish a solid legacy plan.

Don't leave your business vulnerable - let’s safeguard your hard work and ensure your business is protected for the future.

Purchase Services

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Diagram showing a checklist and a workflow process with connected checkboxes and a user icon.
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Business Playbook (Notebook)
from $350.00
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Business Playbook (Notebook)
from $350.00