Guide to Gracefully Transitioning from Active Business owner Status

Transitioning away from active building as a business owner doesn’t mean severing ties or losing the benefits you’ve built. This step-by-step guide is designed to help you respectfully and effectively step back while continuing to leverage the business’s tools, products, and community for long-term personal and financial benefit. Our goal is to ensure you feel valued for your contributions and supported in this new season of your journey.

Step 1: Reflect and Communicate Your Decision

Take time to reflect on your reasons for stepping back from active business building. Whether it’s a shift in priorities or a new life chapter, clarity will help you transition with confidence. Once decided, communicate your choice respectfully:

• Reach out to your coach to share your decision. Express gratitude for the opportunity and the value it brought to your life.

• Emphasize your desire to stay connected as a business owner customer and community member, reinforcing the long-term relationship.

Step 2: Continue Using Products via Subscription

You can still benefit from the clean, high-quality products you’ve come to trust. Maintain your subscription through the business’s platform (e.g., Ditto) to:

• Ensure consistent access to products that support your healthy lifestyle.

• Qualify for volume-based benefits, such as revenue share deposits, by maintaining a purchase level that creates a force trap and enhances your budgeting skills.

• Use these products as part of your daily routine to promote wellness and simplify your household shopping.

Step 3: Leverage the Zero-Based Budget Tool

The zero-based budget tool is a powerful resource for managing your finances, even after stepping back. Use it to:

• Track household expenses, such as internet, phone bill, and product samples. This helps you stay organized and intentional with your spending.

• Set goals to lower your Debt-to-Income (DTI) ratio. Allocate every dollar to a purpose, ensuring you’re maximizing savings and debt repayment.

• Identify tax-deductible expenses. By tracking business-related costs (e.g., product purchases, internet, phone, or home office expenses), you may justify a few thousand dollars in annual losses to offset other active income, creating tax efficiency. (Consult a tax professional to ensure compliance)

Step 4: Maintain Volume to Collect Revenue Share

Even as a non-building IBO, you can continue to qualify for revenue share deposits by maintaining personal volume through product purchases:

• Check the minimum volume requirements to stay eligible for revenue share.

• Use your subscription to meet these thresholds, ensuring additional deposits that supplement your income and can create tax efficiency.

• Treat this as a passive way to benefit from your prior efforts while keeping your business account active.

Step 5: Stay Connected with the Community

Stepping back from active building status doesn’t mean leaving the relationships behind. We value the relationship we’ve built and hope to stay connected albiet not centered around building a great endeavor together:

• Follow us on social media to stay connected!

• Engage with blog posts on life literacy topics, such as financal literacy, faith walk, family growth, friendship or fellowship mindset. The goal is always to maintain wellness, or personal growth, which can continue to add value to your life.

• Reach out if life needs arise. Whether it’s a question about products or a desire to reconnect, we’re here to support you.

Step 7: Plan for Long-Term Benefits

Your time as an active business builder was a season of growth, and this season can set you up for life success:

• Continue using the tools and products to support your financial and wellness goals.

• Revisit your budget regularly to ensure you’re on track to meet objectives like lowering your DTI ratio or saving for the future.

• Celebrate the skills and relationships you’ve gained, knowing they’ll serve you well in this new chapter.

Final Note

We’re grateful for the time you spent actively building with us. Your contributions made a difference, and we hope this guide helps you transition in a way that continues to benefit your life. If you ever need support or want to reconnect, my door is open. Stay connected, keep thriving, and know that you’re part of our extended family.