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Succession Planning Diagnostic & Readiness Assessment

A two-day comprehensive deep-dive that evaluates where your succession readiness actually stands — family dynamics, operational health, basic legal preparedness, financial health, and emotional readiness to transition the business — and ends with a detailed report and recommended next steps.

• In-person or virtual
• Family-participation module to gauge involvement and alignment
• Actionable next steps tailored to your business

Two-day diagnostic

Succession Planning 101

For family businesses who haven't yet started the transition of leadership and ownership to the next generation. We cover why succession planning matters, the key considerations for a successful transition, and communication strategies that protect family harmony and business continuity — and you leave with an initial roadmap.

Family only

Family Business Legacy Workshop

A half-day, in-person or virtual session designed to open up productive conversations about succession — with expert facilitation, conflict-resolution tools, and strategies for aligning the family on a shared vision for the future.

• Family-based exercises that address communication breakdowns
• A succession-plan framework provided at the end of the session
• A follow-up session to review next steps

Half-day

Structure 101: How good fences make good neighbors

In the early days it's the wild west — everyone wears every hat to get the job done. That's a survival skill, but past a certain size it becomes necessary to systematize, and the shift isn't always intuitive. We cover what structure means, how you build it, how you maintain it, and how to use it to build camaraderie instead of eroding it.

Structure 102: The design-build process of strategic thinking

A follow-up to 101 that treats structure as a form of strategy: what design thinking is, what strategic thinking is, how you develop structure as a strategy, the difference between designers, architects, builders, managers, and users — and how to coach both structure and collaboration.

Structure 103: The process of process

Businesses that grew organically through strong relationships often have an underdeveloped muscle for building and maintaining process. We teach when you actually need a process, how to break tasks into a system of parts, basic process mapping, and how to document, teach, store, and update processes across teams — without creating bureaucracy.

Families of Origin: Structural paradigms in family businesses

The relational structures of the founding family have a way of replicating throughout a growing hierarchy — for better or worse. Learn to use that phenomenon to your advantage, change default operating modes, and counter-architect the dynamics that aren't serving you.

Families, teams, or speaking engagements

Navigating Generational Change (beyond the family)

Each generation of leadership brings its own style — and its own people. As new generations rise, they often clash with the old guard, or simply struggle to get on the same page. We discuss how different generations build trust, rapport, resilience, and relationship capital, how to maintain those relationships through generational change, and how to repair erosion when it happens.

Family Governance 101

For family-owned businesses looking to establish or strengthen their governance structure as part of succession. We cover why family governance matters, the key components of a governance policy, and how to implement governance practices that support long-term sustainability and family harmony.

Rupture, Estrangement & Repair (private family session)

Estrangement is rarely a single event; it's the destination of unrepaired rupture — and it quietly derails succession plans, fractures ownership groups, and undoes carefully structured estates. Brought to your family confidentially, this session demystifies how relationships actually break and the sequence by which they're genuinely rebuilt — so the repair work can happen in the room, with the people it concerns.

Single-family · confidential

Creating Order Out of Chaos: When there are too many cooks in the kitchen

When everyone has a hand in the pot, good intentions circle and circle without ever landing — and the problem usually isn't a shortage of smarts or goodwill, it's structure. We build effective rhythms and habits for collaboration and decision-making: who decides what, how the family meets, and how to move from spinning your wheels to a small, doable Monday.

Two hours · also offered as an open workshop