Handout – 2023 Succession Planning Team Workshop

( January, 2023 )

Summary

Handout for workshop, including Evaluating Your Business, Three-Circle Family Business Model, Family Perception of the Business, Business Strategy Formation, Quadrants for Exit and Entry of Incumbent and Successor, Roadmapping Your Succession, Tips for an Effective Succession Process, Building Your Advisory Team, Example Questions for Potential Advisory Board Members, and Attorney Notes

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Details

Organization

Purdue Extension

Publisher

Purdue Extension

Publication Views

77

Material Type

Written Material