Succession Simplified:

A Primer on Transition Planning for Your Family Business

Whether you’re a new entrepreneur, a seasoned leader of a mature business, or a financial planner guiding small business owners, it is never too early to start succession planning. 

With a unique approach to family business stewardship, this business mindset book teaches you to plan for succession by viewing business as a purpose-driven enterprise that future generations will want to be part of.

Inside this book, discover step-by-step exercises and real-world anecdotes to help you:

• Assess where a family business is today, where you want it to be, and how to get it there,

• Define personal core values as a business mission statement that future leadership will champion, and

• Foster work environments that encourage employee retention through succession transitions.

Don’t let the legacy of your business be in question. Start your succession planning today!