WAR ROOM · WAR CHEST · EDUCATIONAL ILLUSTRATIONS

More clarity.
More exit options.

Second Offer · A practical starting point for an ownership transition.

Back to the War Chest

EDUCATIONAL & ILLUSTRATIVE PURPOSES ONLY
Hypothetical planning estimates. Financing, valuation, legal and tax matters require professional review.

Use sample values or your own numbers

This calculator has no client accounts or case saving. Answers stay in this page’s memory and clear on reload. You can download a report of the illustration.

Educational illustrations · Inputs are not saved · No lender approval or verified buyer match

WAR ROOM / RESOURCES

PDF / Sample Collection

Your complete discovery-to-execution packet: blank forms, fictional completed samples, and today’s updated risk assessment and client-experience survey.

9 documents · Collection updated October 27, 2026

Discovery & proposal

  1. Discovery Conversation

    The complete guided discovery conversation, ready to use.

    PDF · 10 pagesBlank template

  2. Discovery — Handwritten Sample

    A fictional completed discovery conversation with blue-pen answers.

    PDF · 10 pagesFictional sample

  3. Proposal & Next Steps — Take-Home Overview

    Conversation summary, next steps, the Three C’s, and scope and fees.

    PDF · 2 pagesTake-home overview

Clarity, Confidence & execution

  1. Client Clarity Assessment — Blank Homework

    The full client homework packet with the updated risk assessment.

    PDF · 42 pagesUpdated packet

  2. Client Clarity Assessment — Handwritten Sample

    Fictional returned client answers for the complete homework packet.

    PDF · 42 pagesFictional sample

  3. Clarity & Confidence Report — Mitchell Sample

    The current integrated Mitchell family Clarity and Confidence report.

    PDF · 59 pagesFictional sample

  4. Executive Summary & Coordinated Execution Plan

    The completed sample summary, priorities and coordinated follow-through.

    PDF · 24 pagesFictional sample

Updated review assessments

  1. Risk Tolerance Assessment — Updated

    The six-question assessment, separate client/co-client scoring and discussion guide.

    PDF · 5 pagesUpdated October 27

  2. Client Experience Survey — Updated

    The current ten-question client experience check-in with room for comments.

    PDF · 2 pagesUpdated October 27