planning succession

Succession planning is essential to creating a sustainable legacy.

MANAGING EXPECTATIONS

Leverage generational engagement and leadership development programs 

Evaluate Internal and external leadership options

DEVELOP APPROPRIATE GOVERNANCE STRUCTURES

A Family Governance structure as well as a Family Governance structure and how they intersect

Establish communication protocols

BALANCING THE NEEDS OF THE BUSINESS AND THE FAMILY

Emotional considerations

Financial considerations

MANAGING EXPECTATIONS

Leverage generational engagement and leadership development programs 

Evaluate Internal and external leadership options

DEVELOP APPROPRIATE GOVERNANCE STRUCTURES

A Family Governance structure as well as a Family Governance structure and how they intersect

Establish communication protocols

BALANCING THE NEEDS OF THE BUSINESS AND THE FAMILY

Emotional considerations

Financial considerations

education for incoming generations:

About

Process

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