Management Succession is a series of three (3) courses. In these, families learn how to prepare for the transfer of ownership and management of the family business to the next generation. Instruction and resource materials help family members explore the interpersonal and business challenges that family businesses must navigate in the process of transferring ownership and management responsibilities to the next generation. The accompanying workbook is available under the MATERIALS tab.
Management Succession:
Where Are We?
Contents include:
- Introduction
- Interpersonal Issues
- Business Issues
- The Succession Planning Process
- Where Do We Go From Here?
Management Succession:
Where Do We Want To Go?
Contents include:
- Introduction
- Family Case Studies: Miller Family
- Family Case Studies: Howell Family
- Family Case Studies: Morgan Family
- Succession Planning Process: Written Plan
- Where Do We Go From Here?
Management Succession:
How Do We Get There From Here?
Contents include:
- Introduction
- Journey to Management Succession
- Beyond Goals for Change
- Where Do We Go From Here?
A Lasting Legacy is a set of two (2) courses designed to create an easy-to-use process to capture all facets of an individual’s life for passing on a true legacy to future generations. Course 1 guides you through intergenerational relationship building and two of the four components of a lasting legacy: Family Values and Life Lessons and Personal Possessions of Emotional Value. Course 2 covers the other two components: Instructions and Wishes to Be Fulfilled and Financial Assets and Real Estate. The accompanying workbook is available under the MATERIALS tab.
Contents include:
- Course Overview
- Course Description
- Getting Started
- What is a Legacy?
- Module 1 – Intergenerational Relationships
- Lesson 1 – Parent/Adult Child Relationships
- Lesson 2 – Managing Intergenerational Relationships
- Lesson 3 – Improving Communication
- Module 2 – Legacy Components
- Lesson 1 – Values and Life Lessons
- Lesson 2 – Personal Possessions of Emotional Value
Contents include:
- Course Overview
- Course Description
- Getting Started
- What is a Legacy?
- Module 1 – Final Wishes and Instructions
- Lesson 1 – End-of-Life Issues
- Lesson 2 – Pre-Death Wishes
- Lesson 3 – Final Instructions
- Module 2 – Financial Assets and Real Estate
- Lesson 1 – Estate Planning
- Lesson 2 – Financial Planning
- Lesson 3 – Transferring Real Property
- Summary
- Lesson 1 – Course Summary
