Personalized action plans for every stage of business ownership

Build your custom, all-in-one to-do list to start, build, or exit your business.

A sign post points to the different paths people can choose through their ownership journeys

We meet you where you are
to get you where you want to be.

Where are you on your ownership journey?

You are looking to start a business, purchase a franchise, or buy an established operation.

Employee concerns, systems, financials, and risk are some of the many challenges you take on every day.

You need a plan to build brand recognition, expand your market share, and improve your competitive position.

The business you’ve built has served you well. Now, it’s time to think about the next chapter.

Build a customized action plan

Start by choosing your path. Then, answer a short set of questions to tailor your plan to your location, industry, and the structure of your business. Every plan includes the actions to be done, why they matter for your business, and the resources you need to take them on.

A business owner thinks about the first steps she needs to take to build her Owner Actions action plan.
A business owner thinks about her next steps.

Check off to-do lists tailored to your goals

Once your plan is built, your personalized to-do list will help you get where you want to be. Track your progress over time and see what you need to do next.

Connect with an Owner Actions Pro

At times, you need guidance. We can connect you with an accountant, attorney, brand consultant, HR expert, and many others who know the needs and goals of businesses like yours.

A business owner finds a pro who can help him take his company to the next level.
A business owner uses his computer to browse the Owner Actions article library.

Read step-by-step articles

Explore our article library or build your action plan to read articles that fit your specific needs. Helpful links, outside resources, and how-to guidance provide you with the necessary steps to take on any action.