Succession Survival Kit Sample Contents

Part I : Pivotal Questions Vision of the Future Management succession Initiation Selection Training Transition Ownership Options Continued Family Ownership Transfer to Non-family Owners Employee Ownership Outside Ownership Family Dynamics Family Communication Part II: Vital Information Basic Information: individual and business Key Contacts Attorney buy-sell agreement general trusts Banker Accountant Insurance Retirement Divorce Documents Financial Information Establishing Financial Priorities Part III: Tools Planning Family Meetings Role Clarification Rules for Entry Performance Appraisal Teamwork Estate Planning Options Outside Boards How to Hire Professional Advisers