Keeping It in the Family: A Succession Workbook for Family Businesses

Family business succession fails more often over unclear roles and unspoken expectations than over the business itself.

This workbook includes a role clarity worksheet, a decision-rights grid, a transition timeline planner, a conflict de-escalation script planner, and a professional advisor consultation log.

The businesses that survive a generational transition are usually the ones that put roles and decision rights in writing before they were tested by a real disagreement.

This is an instant PDF download you can read on any device or print at home for easy reference, easy to print for family meetings, rather than passing around a single device.

Part of the Hard Things Made Simple: Professional & Small Business series.