The Edgewater Toolkit
Toolkit Series · No. 05BusinessFree Resource
Business Partner Conversation Guide
Have the important conversations before they become expensive conflicts.
Roles, decision authority, ownership, money, client and account ownership, escalation, and exit — structured so partners can talk it through while the relationship is still good.
8-page PDF · US Letter · print or fill digitally
What this resource helps with.
- Clarifying roles, authority, and workload expectations
- Talking about money, ownership, and major purchases
- Agreeing how disagreements will be escalated
- Thinking through exit, buyout, and dissolution before you need to
Edgewater Mediation Group provides these resources for general educational and conflict-resolution purposes. Edgewater Mediation Group is not a law firm and does not provide legal advice.
Take the next step
Tools help. Sometimes you need a person.
If the worksheet gets you part of the way, Edgewater can help with the rest — planning the conversation, mediating it, or designing the agreement.
Private. Practical. No legal jargon required.