Resources to Get Started

Join me for the monthly Family Business Office Hour, Check out the book, or reach out for advising. This isn’t easy work - it helps to have support.

Family Business Office Hour

The free Family Business Office Hour runs one Monday a month. Come ask as many questions as you want about how to run a healthy family business for generations.

Digital Download of Start Here: A Guide for Family Business Succession
$20.00

Digital download of the book.

Answer the six important questions that help you begin family business succession. All of the touchy-feely family business stuff you need to do before you talk with your attorney, CPA, CEPA and tax strategist.

If you want more, read the book.

This book takes you step-by-step, through six important questions to answer when it is time to pass your family business to the next generation.

This guide has short concepts, examples of other family businesses who used this method and exercises to help you get started with family business succession.

Published since 2019, it has also helped many family businesses get organized about their family business ownership, well before succession begins.

This $20 book includes space to write your own thoughts before you sit down with your fellow family business owners.

Advising

I work one-on-one with a limited number of family businesses each year. Reach out and let’s talk.