Resource Hub
Everything you need, in one place.
Tools, guides, and insights built for self-made business owners navigating unfamiliar financial terrain.
Explore, download, and put these free resources to work for you.
FieldReady™ Scorecard
A 20-Point Diagnostic of How Salable Your Business Really Is
At some point, every business changes hands. What determines the price, the terms, and how smoothly it goes is largely decided long before a buyer ever shows up.
The FieldReady™ Scorecard is a 20-point diagnostic across the four areas buyers evaluate first.
It takes about five minutes to complete and gives you a clear picture of where your business stands today, and what's worth improving before any transition conversation begins.
The four areas it covers:
Owner Dependence — Can the business operate, make decisions, and keep moving if you step away for a week? A month?
Revenue Risk — How concentrated is your revenue? One customer, one channel, or one key employee walking out the door shouldn't threaten the whole company.
Financial Reporting — Do you have a budget, monthly reporting, and a model that projects all three financial statements? Buyers want to see that the numbers tell a story.
Pipeline Visibility — Is your sales pipeline documented and actively managed, or does it live in someone's head?
Your score tells you where you are. What you do with it determines what your business is worth when it counts.
Enter your email to get the FieldReady™ Scorecard delivered to your inbox.
Don't wait for an offer to find out where the gaps are.
Get your score and the clarity to do something about it today.
“Working with Doescher Group opened up our eyes to possibilities we didn't know existed.”
The Unsolicited Offer Playbook
Your Essential Guide to Making the Right Decision When Someone Wants to Buy Your Business
Inside this comprehensive guide, you’ll discover:
What receiving an unsolicited offer truly means for you and your business.
Common misconceptions and dangerous pitfalls that could cost you millions.
Critical steps you must take before responding to an offer.
How to ensure you’re getting the full value your company deserves.
When and how to engage experts to secure the best outcome for your business and legacy.
Don't leave your biggest decision to chance.
Get clear, actionable insights to navigate this life-changing event confidently and profitably.
Get Your Copy of The Unsolicited Offer Playbook
Sign up with your email address to receive Doescher Group’s Unsolicited Offer Playbook.
The CRM Compass
Running deals out of your inbox or a spreadsheet isn't a failure of discipline, it's what scrappy, resourceful business owners do when they're focused on getting work done.
At some point, though, gut feel and memory start leaving money on the table.
The CRM Compass is the natural next step.
The CRM Compass walks you through:
What a CRM actually is.
How to set up your stages.
A shared language your whole team can use.
Which four metrics give you the visibility to lead your sales team with confidence instead of hope.
Whether you've never touched a CRM or you're paying for one that isn't working, this guide gives you a clear starting point.
Don't manage your pipeline from memory.
Get the clarity and structure to turn every lead into a trackable, winnable opportunity.
DIY Budget Template
Gain clarity about your business
by understanding its financial foundation.
Illuminate your path with our
simple DIY budget template.
Start your journey to a deeper understanding of your business's financial foundation.
What You'll Get:
An easy-to-implement budget template
Step-by-step instructions to optimize its use
Insights into managing your finances effectively
Don't miss out on this foundational tool to empower your business decisions.
Enter your email below and start unlocking the true potential of your business today!
Proven Process: A Visual Guide
After advising scores of companies across all industries, we developed the Doescher Group Proven Process.
This visual tool helps demystify the journey we take with business owners — from discovery through exit or evolution.
Visual roadmap of the full client journey
Understand the Evolve vs. Exit paths clearly
Downloadable PDF to reference anytime
The journey,
told by those who've lived it.
No two exits look the same. Hear directly from business owners who've navigated the terrain alongside Doescher Group — and what it meant to arrive on the other side with clarity and confidence.
If you’re ready for your next grand adventure
Doescher Group
is here to
illuminate the path
Would you like to know more about working with Doescher Group?
Learn more through our: Leadership, Mission Statement, and our Core Values
Or connect with us to talk more about your next great business adventure.