Succession Planning


| Share

Workshop Materials

Participants in Design Your Succession Plan workshops receive a Participant Resource Binder and a workbook.

The Participant Binder  is as a resource providing more in-depth information on succession planning topics than there is time to provide during the workshop. This will be a valuable resource as families continue to work on their succession plan.

Participant Binder Table of Contents

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

Valuable materials

Creative Commons License
Feel free to use and share this content, but please do so under the conditions of our Creative Commons license and our Rules for Use. Thanks.