
Is your life defined by your family business role?
Life after transitioning out of family business is unknown.
How much time do you have? Let’s do the math:
Average Life Expectancy
– Your Age =
Your ‘Hit by the Bus’ Date
Don’t feel like writing?
No problem … your survivors will write it for you.
Here’s what different writing sessions will sound like – without you…
When family business leaders avoid planning their transition, they leave more than just business decisions to chance. They risk:
Without clear succession plans, family members compete for recognition, power, and control. Decades of relationships can unravel in months.
What took generations to build can collapse during a hasty, reactive handover.
Your family's values, traditions and purpose get buried beneath conflict and chaos. Future generations lose not just financial assets, but their sense of identity and connection.
When focusing on crisis management, innovation stops. Markets shift, competitors advance, and opportunities vanish while your business struggles with internal uncertainty.
Why did we wait so long? Why didn't we give the next generation a chance? Why didn't we bring in outside help when we had the opportunity?
Without a clear transition plan, uncertainty ripples beyond the family. Employees and customers notice – and might not like what they see unfolding.
This workbook is for those who are serious about transition–both those testing the waters and those who need to jump into the deep end. The Primer will help you think about the future, not ruminate about the past with 100 prompts specifically designed to address the top challenges you’re facing as a family business.
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Family business transitions aren’t just about changing leadership—they’re about preserving relationships while securing your business legacy. Our proven 7-step coaching process helps you:
You don’t have to face this critical journey alone.
Get your hands on our custom-designed pocket notebooks.
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Life after transitioning out of family business is unknown.
When reflecting on key relationships in your family and family business systems, consider which ones have significant loose ends.