Guided plan · Free browser tool

Closing Plan.

Work through the ending.
Keep what comes next clear.

Bring the people, promises, dates and unfinished work together. Keep a plan you can return to, even after trading stops.

What to bring: Your current situation, the people involved, unfinished commitments, known dates and questions still to resolve. Begin while considering closure, preparing to close or after trading has stopped.
What you keep: An editable closing plan with actions, responsibilities, dates, work areas and selected adviser notes. This coordinates the practical ending of a business; a sale-value scenario has a different purpose.
Keeping & returning: Download the editable JSON plan and reopen it here. Optional browser saving stays on this device and site address. Reading copies do not restore the plan; keep an editable download as the work changes.

Reading, related tools & help

These links open in a new tab so you can keep this workspace open. An ordinary link does not transfer your entries.

Coordinate the eight work areas and the obligations that may continue after trading stops.

Business Handover Planner
For sharing a responsibility, taking time away, or preparing for a new owner. Keep the everyday knowledge and unfinished commitments together.
Exit Value & Proceeds Planner
Explore value assumptions and what a sale could leave after costs, debt, and a tax reserve. Separate available cash from escrow and seller financing.

Find closing guidance and prepare the questions that need individual advice.

Using saved information in another tool

Help Brief Builder
In Closing Plan, choose the information for a Help Brief and review the proposal. Opening this link alone does not send your plan; the existing replace/cancel controls remain in Help Brief.

Where are you now?

Open a saved plan

No account. Browser saving stays on this device and site address. Keep an editable download before leaving. No cloud backup or background reminders.

Start a plan, try an example or open your saved file.