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National Entrepreneurship Month · Free Founder Toolkit

Close Strong. Start Ready.

The 2027 Founder Prep Toolkit

Five moves to finish 2026 with money in the bank, your taxes in order, and a plan you can actually run in January. The founders who win January are the ones who set it up in November and December.

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PDF · 5 pages · 1.1 MB

Cover of Close Strong, Start Ready: The 2027 Founder Prep Toolkit

What’s inside

Five moves for the end of the year

  1. 01

    Cash in on the holiday buying season

    A 2026 holiday calendar and offer ideas built for buyer-ready dates.

  2. 02

    Get tax-ready for 2027

    What changed for tax year 2026 and what to gather now.

  3. 03

    Know your numbers, set your goals

    A one-hour year-end money review.

  4. 04

    Build your 2027 marketing plan

    Fewer channels, clearer results.

  5. 05

    Audit your SOPs and automate with AI

    Get hours back every week.

Tax year 2026

$2,000

The new 1099-NEC threshold for paying a contractor (it was $600). The toolkit covers what else changed and what to gather now.

AI, unevenly

76% vs 14%

of small businesses say they use AI, versus those that have built it into core operations. Move 05 shows you where to start.

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