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Succession Planning Resources

Framework for Family Business Succession Planning

Succession Planning is a psychologically complex and multi-layered process and typically requires two to five years to put into place as well as continual revision and renewal.
Framework for Family Business Succession Planning (PDF)

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Succession Role Profile Template

A template designed to guide you through the issues involved in planning for the succession of the president or CEO.
Succession Role Profile Template (PDF)

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