Design Your Succession Plan

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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

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