I Sold My First Business
With guidance from The E-myth Revisited by Michael Gerber my partner and I built a tour/activity business over four years(2019-2023), during arguably some of the most difficult times to start a business in history (pandemic business closures, etc.). The transition process has been a hugely educational one and I will go into my next venture with those realizations in mind. I was able to set up the new owners with a comprehensive digital file system using the Google Workspace ecosystem. They have a Google Drive with all essential business documents, a complete contact list including employees, management, and vendors.
We used an amazing software that is so much more than just booking. Here's a podcast that explores businesses that use the software and how they use it.
- Articles of organization
- Certificate of Formation
- Operating Agreement
- Operating Agreement
- Minutes
- Annual Meeting Minutes Template
- Notice of Meeting Template
- Bylaws
- Member Certificates
- Transfer Ledger
- Financial Records
- Reseller Permit
- Business Mileage Log
- Miscellaneous
- Business Plan
- Correspondence
- Insurance Policies
- W-9 For Clients
- Lease
- General Business Information
- State LLC Laws
- IRS LLC Rules
- Organizational Chart
- HR Archive
- Employee Schedules
- Hiring
- New Hire Paperwork
- HiringTemplates
- Onboarding
- Personnel Files
- Team Meetings
- Marketing
- Vendors
- Risk Management
- Standard Operating Procedures