Family Business Succession Guide

Don't Lose The Legacy You've Worked So Hard to Build

What's Included in the Guide

Meridian’s Family Business Succession Planning Companion is a free tool for multi-generational family businesses looking to start their succession plan.

Built by the family business experts at Meridian using insights from working closely with family businesses for 30+ years, this free PDF guide includes:

What to avoid
The 4 different transition scenarios
The 4 steps to leadership transitions

Without a Plan in Place, the Financial Future of Your Business AND Family Are at Risk

Without a clear succession plan in place, your family business lacks direction, leading to important decisions being made without a comprehensive understanding of the implications.

Without a well-built succession plan for a multi-generational family business, business owners risk the potential loss of family harmony and relationships. If a family business does not have a clear plan for how ownership and control will be transferred from one generation to the next, it can cause confusion, misunderstandings, and even disputes among family members.

This can lead to a breakdown in family relationships, and in some cases, even the dissolution of the family business itself. It is key to have a succession plan in place to ensure that these types of problems are avoided and that the family business remains intact for future generations. To avoid all this and successfully transfer business ownership to a family member, considering business exit strategy options and learning how to transfer a family business to the next generation is key!