A Practical Guide to Family Business Succession Planning
Access complimentary worksheets and resources from the book
For business families, succession planning is more than just the technical components. A meaningful part of planning comes down to setting the scene for the right conversations and preparation.
These free downloadable resources were developed to help families start working through the important questions surrounding leadership, readiness, and expectations. They accompany the Family Business Succession Model outlined in our book, A Practical Guide to Family Business Succession Planning, and can be used as a practical starting point for your own planning process.
What you’ll receive
Your free download includes:
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Appendix A: Successor Grooming Template
Prepare your next generation for the future by assessing their skills and developing a plan to strengthen any weaknesses and gaps.
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Appendix B: Succession Self-Assessment Checklist
Evaluate your succession readiness by working through a series of thoughtful and practical questions.
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Appendix C: Performance Review
In family businesses, performance reviews are particularly tough. This resource includes an employee self-appraisal checklist, as well as a list of performance indicators to discuss.
Download now
Complete the form to access the free resources.
Contact us
Kerry Smith CPA, CA, TEP
National Leader, Family Office Services
