The Legacy Audit Worksheet

A free 9-page worksheet that helps business owners audit what actually matters — before the numbers stop mattering. Five questions designed by a 30-year financial auditor who learned this lesson the hard way.

WHAT'S INSIDE

• The Foundation Audit — what you're really building toward

• The Relationship Audit — who's paying the price for your success

• The Values Audit — whether your actions match what you say you believe

• The Time Audit — where your most irreplaceable resource is actually going

• The Story Audit — what you'll leave behind that no balance sheet can measure