The Family Business Succession Workbook
What you built deserves a future.
A working guide to the seven phases of a succession plan that holds — with a readiness check, a status map of where you stand, and space to commit to your next three moves.
- 01The Readiness Check
- 02The Seven-Phase Blueprint
- 03Your Next Three Moves
- 04What Owners Ask Us First
Before You Begin
A plan is a sequence of conversations.
Passing on a business without damaging relationships, creating resentment, or losing momentum is where most families struggle. This workbook gives those conversations a structure — and gives you a place to write down what you decide.
A Look Inside
Work it, don't just read it.
01 · The Readiness Check
Ten statements. Count how many are true today — and see exactly where to put your attention.
02 · The Seven-Phase Blueprint
Mark where you stand on each phase of a succession plan that holds. The gaps become your to-do list.
04 · What Owners Ask Us First
Straight answers on timing, what a plan must include, and what to do if no family member wants to run the business.