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✓ Exclusive video conversations with the authors
✓ Takeaway quizzes ✓ Actionable insights
✓ Exclusive video conversations with the authors ...✓ Takeaway quizzes ...✓ Actionable insights
Chapter 1: The Stakes of Succession
Laying Your Succession Foundation
Learn why most succession failures are predictable and preventable, how to avoid the “train wreck” scenario, and the difference between financial independence and dangerous dependence on your future sale.
Section 1 completed! ✓
Section 2: Keeping the Business in the Family
Preparing the Next Generation the Right Way
Explore practical frameworks for multi-generational success — including how to identify the right successor, avoid family conflict, and help children earn ownership through responsibility, not entitlement.
Section 2 completed! ✓
Section 3: Selling Internally
ESOPs, KEYSOPs, and Smart Internal Transfers
Discover how to build powerful internal succession pathways that reward loyal employees, strengthen company culture, and create lasting wealth for both the owner and the team.
Section 3 completed! ✓
Section 4: Selling Externally
Preparing for a High-Value Sale
Learn how to maximize valuation, structure deals wisely, avoid catastrophic buyer mistakes, protect your key people, and position your business for an exceptional sale outcome.
Section 4 completed! ✓
Section 5: Locking the Doors
Financial Independence Beyond the Sale
Understand how rapid market shifts, disruption, and economic changes impact sale readiness — and how to build true financial independence even if selling isn’t an option.
Section 5 completed! ✓
Ready to Take the Next Step?
It's time to start building your succession plan by design, not by default. Let's chat!
Ready to Take the Next Step?
It's time to start building your succession plan by design, not by default. Let's chat!
Legacy & Succession © 2025
Legacy & Succession
© 2025
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