Free Resources

Playbooks, templates,
and practical tools.

The frameworks we use with clients — made available to you at no cost. Enter your email and we'll send each resource as soon as it's published.

Family Business Succession Playbook

A step-by-step guide to planning leadership transitions in family-owned businesses. The three-stage framework, the 24-month timeline, and the conversations most families avoid.

90-Day Manager Onboarding Template

A structured onboarding framework for newly promoted managers. The weekly cadence, coaching prompts, and 30/60/90-day checkpoints that make first-time managers succeed instead of failing quietly.

Business Health Self-Assessment Worksheet

A printable version of the BLE Training Business Health Scorecard. Walk through Leadership, Team, Operations, Culture, Growth, and Succession — on paper, at your own pace.

More resources on the way. Subscribe on the Insights page to hear first when they drop.

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