Design Your Succession Plan

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Design Your Succession Plan: Preview & Order

The following Design Your Succession Plan resources are for sale.

Design Your Succession Plan Facilitator Toolkit (Facilitator Guide and CD) 1-4 copies - $325.00/each 5 or more copies - $275.00/each 
Design Your Succession Plan Participant Workbook 1-9 copies - $25.00/each 10 or more copies - $20.00/each

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Contents

Introducing Design Your Succession Plan

Program Planning

Marketing

Module 1 - Starting Your Succession Plan

Module 2 - Determining What You Want

Module 3 - The Next Generation and Your Legacy

Module 4 - Family Meetings and Converations

Module 5 - Choosing and Working With Professionals

Appendix

The Participant Workbook is used during the workshop to help families get a start on their succession plan. Families will continue to use the workbook after the workshop as they design the succession plan for their family business.

            Participant Workbook Table of Contents

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