Don't Lose The Legacy You've Worked So Hard to Build
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Ensure Your Family Business Thrives for Generations to Come with a Succession Plan
FAMILY SUCCESSION PLAN GUIDE

Family Succession Plan Guide

Step 1
Select the Right Person to Become the Next Leader
Step 2
Identify & Organize Necessary Information
Step 3
Best Ways to Transmit Info to Incoming Leader
Step 4
How to Replace Outgoing Leader with Incoming Leader
Ensure Family Unity
Protect your family relationships while securing the future of your business
Avoid Succession Conflicts with a Plan
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.
Without a Plan in Place, the Financial Future of Your Business AND Family Are at Risk

What Family Businesses Are Saying About Meridian's Services
“With the training we have received, we have increased our profits, have better hiring practices, and overall process improvements across the enterprise, just to name few of the benefits!”
– Jodi Teal, DavidsonTeal, a family business for 50 years

Meridian's Complete Family Succession Guide
Ready to build your family business succession plan, preserve your legacy, and ensure future GROWTH?

WHAT'S IN THE GUIDE?
- HOW TO GATHER THE ESSENTIAL INFORMATION FOR BUSINESS SUCCESSION: Learn about a key resource that helps find and identify essential information needed for a successful leadership transition.
- SIMPLE 5 STEP PROCESS TO A COMPLETE FAMILY BUSINESS SUCCESSION PLAN
- MERIDIAN’S APPROACH TO FAMILY BUSINESS GROWTH IN SALES, MARKETING, AND FINANCIALS
- BONUS RESOURCES: Learn the essential resources you need to hire and retain the very best employees in today’s job market!
For over 30 years Meridian Associates has been empowering multi-generational family businesses by providing online coaching on strategic growth in sales, finances, and marketing as well as hiring best practices and succession planning. For the first time, these on-demand courses, tools, and resources are available for a low monthly membership.
This on-demand membership gives multi-generational family business access to all of our training modules and can be accessed by clicking “sign up” for immediate, online access! If you are looking for a more done-with-you, hands on, coaching approach, click the M-Power Membership option to book a call with our family business specialists to discuss if M-Power is right for your family business.