The Owners Box

Nearly 20 years ago an attorney told me that she made binders for all of her family business clients. It included all of their important legal documents and an explanation (in real people language) of what the document was for.

Soon after that, I started dreaming of creating an electronic version of that binder. I never thought I would be able to create it because I have zero interest, ability or skill in creating software.

Amazingly, I found the foundation to build it on and now The Owners Box is going to be a thing.

One place to store your legal and financial documents as well as all of the important contact information and your emergency plan.

The Owners Box will include a comprehensive list of all of the things you need to maximize opportunity and minimize risk in your family business.

Sign up now to be a BETA user of the tool (which will be out in 2024).