Resources · Starting a Business

Buyer-Fit and Owner-Role Worksheet

Five-page fillable PDF, worked example, cost reconciliation, handover prompts and editable role-map CSV.

zip · Free — no account · Updated October 29, 2026

Free, no account and no email required. Download and unzip the kit, then open its README for instructions.

Download the kit (ZIP)

Download the ZIP, open the fillable PDF and save a personal copy. The CSV is editable in a spreadsheet. Historical anonymised case; worked figures are illustrative. No original CIM pages or personal names are included.

From the episode

Buying a small business: who will do the owners’ work?

Read the companion article →

References

Any figures shown in this resource are fictional and illustrative. They are not targets, benchmarks or promised outcomes. Educational content only — not financial, legal, tax or career advice.