Family Business Succession Planning Success Calls For Keeping Notes

This article makes the point that family business succession planning is an ongoing process that takes place over time. It's important to write down what is agreed or discussed at each meeting to keep track of decisions and to keep everyone focused. There is no room for misunderstanding. Click on the link below to read it. I agree that this is very important. If you want some ideas about how to do that, and some forms to help you organize the process, check out my newest book, Estate Planning Through Family Meetings, which describes in detail how to track decisions, tasks and future steps.


Family Business Succession Planning Success Calls For Keeping Notes