Plan, Prepare, Succeed: Succession Planning and Building Business Systems with Julee Yokoyama

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

Alyssa Lang interviews Julee Yokoyama, the owner and founder of Project C.Y.A.™, and they dive deep into preparing your business for just in case something happens to you and the importance of prioritizing systems and your team to make it happen.

In this episode you’ll hear:

• What succession planning and risk assessing is and how you should apply it to your business
• How to pick the right experts to help you legally and logistically to help role out your plan
• How to inform your clients that you have a plan in place
• How to gather all your important information and get it documented for someone to access

About our guest:

Julee Yokoyama is a business strategist willing to tackle the tough conversations that make others run for cover. She helps service business owners answer: What happens to your business if something happens to you? through succession and delegation planning.

Julee brings 15 years of consulting experience as a certified project manager, business manager, and end-of-life doula. Needless to say, she’s a super planner and calm in the chaos—bringing her clients operational efficiency and peace of mind that increases life fulfillment.

She’s also a speaker and host of the Project C.Y.A.™ podcast, committed to increasing education and awareness around risk management and succession planning for the entrepreneurship community.

Julee lives in Seattle, WA, with her husband and two fur babies, Lucy and Desi.

Connect with Julee Yokoyama:

Follow Julee on Instagram: @juleeyokoyama Connect on LinkedIn: https://www.linkedin.com/in/julee-yokoyama Follow Julee on Facebook: https://www.facebook.com/projectcya

Resources mentioned in this episode:

💻 Breakthrough for Bookkeepers & Accountants

🎙 The Ambitious Bookkeeper Podcast

☎️ Book an hour call with Julee Yokoyama

🏃🏼‍♀️ Where to start with working with Julee

📚 Built to Sell by John Warrillow

📚 The Five Invitations by Frank Ostaseski

🎙 Project C.Y.A.™ Podcast
📄 Project C.Y.A.® Business Owner's Manual PDF
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

章节

1. Introduction (00:00:00)

2. Introducing Julie (00:02:50)

3. What is Succession Planning? (00:05:22)

4. Having Things Organized to Increase Value (00:11:22)

5. Questions about Succession Planning (00:16:20)

6. Planning for your Family's sake (00:24:57)

7. How to get started with Succession Planning (00:30:38)

8. How to document for Succession Planning (00:37:59)

9. Preparing for The Heaviness of the Process (00:43:08)

10. Conclusion (00:50:14)