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TOPIC
Succession Planning
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Protect the legacy you've worked so hard to build.
This page brings together practical tools, expert insights, and real family business stories to help you navigate leadership transitions with clarity and confidence. You'll discover strategies for preparing the next generation, improving communication, managing expectations, and creating a succession plan that supports both the business and the family behind it.
⏤ Top Episode for this Topic
What Wealthy Parents Must Teach Their Children EarlyÂ
 Episode 131 |  Jeff Savlov
If you’re giving your kids everything you never had, find out what they may be missing.
Read MoreFamilies think they’re preparing for a wealth transfer or a business transfer, but they’re actually stepping into a multi-dimensional transition they haven’t yet mapped out.
⏤ The Archive
Everything on Succession Planning
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EPISODE #132Built To Last: Sustainable Success For Family-Owned Construction Businesses
Jerry Aliberti, Anthony DiTucci, Roey Diefendorf, Ricky Stellar shares insights on built To Last: Sustainable Success For Family-Owned Construction Businesses for family business succession planning.
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EPISODE #130The $84 Trillion Opportunity Most Family Businesses Are Missing
Dan Prisciotta, Richard Bryant, Shawn Barberis, Dianna Parker shares insights on the $84 Trillion Opportunity Most Family Businesses Are Missing for family business succession planning.
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EPISODE #125What Makes a Family Business Last Across Generations
Domenic Cortese shares insights on what Makes a Family Business Last Across Generations for family business succession planning.
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EPISODE #124Why Brand Can Make or Break Family Business Succession & Legacy
Megan Lynch shares insights on why Brand Can Make or Break Family Business Succession & Legacy for family business succession planning.
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EPISODE #123Passing On the Family Business—Without Passing It Down
Brad and Olivia Mountz shares insights on passing On the Family Business—Without Passing It Down for family business succession planning.
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EPISODE #120Passing the Hard Hat: Succession Planning Lessons for Family Construction Business
Jerry Aliberti shares insights on passing the Hard Hat: Succession Planning Lessons for Family Construction Business for family business succession planning.
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EPISODE #119Family Business Leadership & Legal Strategies: Protecting Your Legacy with Michael Hayes
Mike Hayes shares insights on family Business Leadership & Legal Strategies: Protecting Your Legacy with Michael Hayes for family business succession planning.
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EPISODE #117From Farmland to Family Office: Lessons in Legacy and Reinvention
Mike Young shares insights on from Farmland to Family Office: Lessons in Legacy and Reinvention for family business succession planning.
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EPISODE #111How Three Generations Built A Thriving Tile Business
Firkins Family shares insights on how Three Generations Built A Thriving Tile Business for family business succession planning.
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EPISODE #109Buying a Family Business Without Losing Its Legacy
Michael Bower shares insights on buying a Family Business Without Losing Its Legacy for family business succession planning.
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EPISODE #103Leading Through Change in a Second-Generation Family Business
Nisha Balwani shares insights on leading Through Change in a Second-Generation Family Business for family business succession planning.
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EPISODE #101When Children Don’t Take Over the Family Business
Robin Hall shares insights on when Children Don’t Take Over the Family Business for family business succession planning.
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EPISODE #100What It Takes to Sustain a Family Business Across Generations
Marc Iacona shares insights on what It Takes to Sustain a Family Business Across Generations for family business succession planning.
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EPISODE #86Family Business Growth Comes from Solving Hard Problems
Edward Russnow shares insights on family Business Growth Comes from Solving Hard Problems for family business succession planning.
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You Built Something Worth Protecting.
Let's make sure the family, the business and the wealth are all working toward the same future.