PRODUCTS

Product List

  • Book
    • The 5 Critical Succession Conversations: A Comprehensive Guide for the Family Business

  • Conversation Guides
    • 1: Are We a Match?

    • 2: You Are The Successor; Your Area Of Expertise is Similar To Mine.

    • 3: You Are The Successor; Your Area Of Expertise is Different From Mine.

    • 4: You Are Not The Successor; There is Another Role For You.

    • 5: You Are Not The Successor; There is No Other Role For You.

    • 6: You Are Not The Successor; We Will Hire Externally.

    • 7: I Am In The Early Stages Of Narrowing a Wide Field Of Potential Successors.

    • 8: I Do Not Want To Run The Business; I Am Interested In Having a Role In It.

    • 9: I Do Not Want To Run The Business; I Am Not Interested In Having a Role In It.

    • 10: I Am Passing The Business To Multiple Successors, Each With a Substantial Role.

    • 11: I Need More Support In This New Role.

    • 12: I Have Little Freedom To Execute Because Of Your Presence.

    • 13: You (Successor) Are Under-Performing. **popular**

    • 14: We Need To Innovate Or The Business Will Suffer.

    • 15: Your New Vision Will Kill My Business.

    • 16: This Business Is Taking Over My Life (Boundaries) **popular**

    • 17: I Am Selling The Business.

    • 18: You Should Sell The Business.

  • Template
    • Business Continuity Plan

  • Packages
    • Introductory Package

    • Basic Prepare And Communicate Package

    • Communication Package

  • Coaching
    • 1:1 Coaching (8 Sessions)

    • 1:1 Coaching (12 Sessions)

BOOK

THE 5 CRITICAL SUCCESSION CONVERSATIONS: A COMPREHENSIVE GUIDE FOR THE FAMILY BUSINESS

Master the s5 most popular difficult conversations that each family business should be equipped to manage – the Foundation, the Owner’s Decision, the Successor’s Decision , Performance Management and the Exit.

Learn:
1. Implications for not having each conversation.
2. Points for the owner and successor to keep in mind.

$8.75

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CONVERSATION GUIDES

SCENARIO ONE: ARE WE A MATCH?

Starting the succession journey? This guide describes the initial conversation that needs to happen between the current owner and the intended successor to gauge whether their desires are aligned.

It addresses:
1. Gauging interest in the business.
2. Authentically discussing in a way that strengthens the relationship.

$25

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SCENARIO TWO: YOU ARE THE SUCCESSOR; YOUR AREA OF EXPERTISE IS SIMILAR TO MINE.

As the owner, your successor may face resistance when stepping into your shoes. This guide helps the owner tactfully communicate the decision of who will manage the business and help the successor without any ambiguity.

It addresses:
1. How much resistance should be expected?
2. What new role(s), if any, will the owner/owner now assume?

$25

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SCENARIO THREE: YOU ARE THE SUCCESSOR; YOUR AREA OF EXPERTISE IS DIFFERENT FROM MINE.

Is there a lack of confidence in the successor as he/she steps into the role of owner with different skills from you? This guide helps the owner tactfully communicate the decision of who will manage the business going forward and help the successor without any ambiguity.

It addresses:
1. Who is in charge when both owner and successor are working in the business after the decision has been communicated?
2. What should we do if additional expertise is required?
3. When should full control be handed over to the successor?

$25

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SCENARIO FOUR: YOU ARE NOT THE SUCCESSOR; THERE IS ANOTHER ROLE FOR YOU.

Rejecting a successor but providing them an option that they see as less glamorous? This guide helps the owner tactfully communicate the decision of who will manage the business going forward without any ambiguity.

It helps navigate managing:
1. Negative feelings of a rejected successor
2. The relationship between the successor and rejected successor.

$25

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SCENARIO FIVE: YOU ARE NOT THE SUCCESSOR; THERE IS NO OTHER ROLE FOR YOU.

As owner, you may need to reject a succession candidate as a contender for filling your shoes and offer them another option that they may see as less glamorous.This guide helps the owner tactfully communicate the decision of who will manage the business going forward without any ambiguity.

It addresses:
1. How do we preserve a positive relationship between the owner and the individual?
2. How can the owner support this individual in their pursuit of a new career outside the company?
3. How can we work together to create a positive story around the succession decision?

$25

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SCENARIO SIX: YOU ARE NOT THE SUCCESSOR; WE WILL HIRE EXTERNALLY.

As owner, you may need to reject a succession candidate as a contender for filling your shoes and offer them another option that they may see as less glamorous.This guide helps the owner tactfully communicate the decision of who will manage the business going forward without any ambiguity.

It addresses:
1. Do the rejected individual’s feelings pose any risk to the business?
2. What are the best options for the individual’s role going forward?

$25

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SCENARIO SEVEN: I AM IN THE EARLY STAGES OF NARROWING A WIDE FIELD OF POTENTIAL SUCCESSORS.

Deciding on a successor from many candidates? This guide helps the owner tactfully communicate the decision of who will manage the business going forward without any ambiguity.

This guide addresses:
1. Involving all successors regardless of closeness to each.
2. Dealing with conflict among successors.
3. Dealing with unqualified or under-qualified successors.

$25

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SCENARIO EIGHT: I DO NOT WANT TO RUN THE BUSINESS; I AM INTERESTED IN HAVING A ROLE IN IT.

Need to reject the offer to lead but want to stay involved in the business? This guide helps the successor clearly articulate the decision to not lead the business while managing the expectations and sensitivities of all stakeholders in the business, including the owner.

It addresses:
1. Keeping the door open for ownership later.
2. Uncovering company problems that present red flags for a successor.
and more…

$25

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SCENARIO NINE: I DO NOT WANT TO RUN THE BUSINESS; I AM NOT INTERESTED IN HAVING A ROLE IN IT.

Need to reject the offer to both lead the business and work in it? This guide helps the successor clearly articulate the decision to not lead the business while managing the expectations and sensitivities of all stakeholders in the business, including the owner.

It addresses handling:
1. Conflicting views on the desirability of running the business.
2. Potential scandal from the decision.
and more…

$25

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SCENARIO TEN: I AM PASSING THE BUSINESS TO MULTIPLE SUCCESSORS, EACH WITH A SUBSTANTIAL ROLE.

Multiple successors working in the business? As the owner, you may need to make sure that multiple successors have a role in the business and work together without jealousy or fighting.

This guide addresses managing:
1. Successors who follow our traditional versus innovative approaches.
2. Successors who cannot contribute as much as initially agreed.
and more…

$25

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SCENARIO ELEVEN: I NEED MORE SUPPORT IN THIS NEW ROLE.

Need more support as a new successor? This guide helps the successor overcome barriers to settling into the new role during and after the succession transition.

It addresses:
1. Navigating informal channels that may be hurting my efforts.
2. Being taken more seriously in the role.
3. Overcoming imposter syndrome or under-qualification for the role.

$25

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SCENARIO TWELVE: I HAVE LITTLE FREEDOM TO EXECUTE BECAUSE OF YOUR PRESENCE.

Need more freedom to operate as a successor? This guide helps the successor manage issues related to the reality of life during and after the succession transition.

It addresses:
1. Making the past owner aware of his/her restrictive presence.
2. Stopping the past owner from making decisions that are the successor’s to make.
and more…

$25

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SCENARIO THIRTEEN: YOU (SUCCESSOR) ARE UNDER-PERFORMING. **POPULAR**

Dealing with poor performance? This guide helps a business owner manage issues related to the successor’s performance during and after the succession transition.

It addresses:
1. What to do when key stakeholders are unhappy with the successor.
2. What to do when business operations are suffering.
3. What to do when sales are suffering.

$25

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SCENARIO FOURTEEN: WE NEED TO INNOVATE OR THE BUSINESS WILL SUFFER.

Is the business owner reluctant to accept or try new ideas/innovations? This guide helps a business owner and successor manage consideration of new ideas.

It addresses:
1. Innovating but still protect the heritage of the business.
2. Introducing innovations into a business that is not broken.
and more…

$25

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SCENARIO FIFTEEN: YOUR NEW VISION WILL KILL MY BUSINESS.

A business owner may be resistant to changing ways of operating during and or after the transition. This guide helps a business owner and successor manage the reality of life during and after the succession.

It addresses:
1. What might be the successor’s motivations for changing how things are done.
2. How to deal with sensitivities the owner/owner may have regarding their legacy.
3. To what extent should the successor be given creative freedom.

$25

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SCENARIO SIXTEEN: THIS BUSINESS IS TAKING OVER MY LIFE (BOUNDARIES) **POPULAR**

Having trouble setting work/life boundaries? This guide helps a business owner and successor set healthy boundaries to help manage life in the family business.

It addresses:
1. Feelings of overwhelm from family overexposure.
2. Working together to create balance between work and personal lives.

$25

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SCENARIO SEVENTEEN: I AM SELLING THE BUSINESS.

Communicating the decision to sell as an owner? This guide helps the business through the tough decision to sell or close the family business with tact and empathy.

It addresses:
1. Dealing with the emotional impact of this decision on the family.
2. Considering the potential impact on the family, workforce, and community.

$25

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SCENARIO EIGHTEEN: YOU SHOULD SELL THE BUSINESS.

Need help convincing the owner that it is time to sell the business? This guide helps the business through the tough decision to sell or close the family business with tact and empathy.

It addresses:
1. Whether selling is the best option.
2. Weighing the owner’s wishes against those of the stakeholders in the sale process.
and more…

$25

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TEMPLATES

BUSINESS CONTINUITY PLAN

This template helps businesses determine how to handle the loss of a key employee upon whom the survival of the business depends – typically, the owner. It ensures the resumption of critical business functions and processes that relate to or support the delivery of core products or service to customers.

$150

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PACKAGES

INTRODUCTORY PACKAGE

To get you started:

Includes:
– 1 eBook: The 5 Critical Succession Conversations: A Comprehensive Guide for the Family Business
Master the 5 most popular difficult conversations that every family business should be equipped to manage successfully for a smooth succession – the Foundation, the Owner’s Decision, the Successor’s Decision, Performance and the Exit.

– 1 Business Continuity Plan
Helps the business survive the unplanned absence of the owner or other key employee.

$153

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BASIC PREPARE AND COMMUNICATE PACKAGE

For the business that wishes to cover the Communication and Preparation basics.

Includes:
1 eBook: The 5 Critical Succession
Conversations: A Comprehensive Guide for the Family Business Master the 5 most popular difficult conversations that every family business should be equipped to manage successfully for a smooth succession – the Foundation, the Owner’s Decision, the Successor’s Decision, Performance and the Exit.

1 Business Continuity Plan
Helps the business survive the unplanned absence of the owner or other key employee.

– 2 popular Conversation Guides:
Are We a Match?: Initiate the succession journey with this conversation. (popular)
Setting Boundaries: Set healthy boundaries in the family/business relationship with this conversation guide. (popular)

$200

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COMMUNICATION PACKAGE

For businesses that want to improve Communication for succession success.

Includes:
1 eBook: The 5 Critical Succession
Conversations: A Comprehensive Guide for the Family Business Master the 5 most popular difficult conversations that every family business should be equipped to manage successfully for a smooth succession – the Foundation, the Owner’s Decision, the Successor’s Decision, Performance and the Exit.

1 Business Continuity Plan
Helps the business survive the unplanned absence of the owner or other key employee.

– 3 popular Conversation Guides:
Are We a Match?: Initiate the succession journey with this conversation. (popular)
Setting Boundaries: Set healthy boundaries in the family/business relationship with this conversation guide. (popular)
Managing Under-performance: Manage issues related to performance with this guide. (popular)

$80

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COACHING

1:1 COACHING (8 SESSIONS)

Our experienced organizational psychologist will coach up to 2 members of your organization through conflict resolution and other issues causing roadblocks in your communication.

Includes: 8 1hr sessions.

$1330

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1:1 COACHING (12 SESSIONS)

Our experienced organizational psychologist will coach up to 2 members of your organization through conflict resolution and other issues causing roadblocks in your communication.

Includes: 8 1hr sessions.

$1800

ORDER NOW

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