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Step 1 of 4

Family Members

Do your family members have an understanding of your family business; what you do, how you do it, and where they can get involved?(Required)
Do you have a documented continuity plan that considers all family members in the business?(Required)
Do you have a documented continuity plan that considers all family members who are not involved in the business directly, but who you would like to see as beneficiaries?(Required)
Are there family members who are interested in becoming rising generation leaders in your organization?(Required)
Do you have a leadership development plan in place for family members who you would like to involve in the business?(Required)
Do you have a clear and documented statement of family values which you would like your business to maintain?(Required)
Do your family members exemplify the values of your family business?(Required)
Do your shareholder agreements protect the company against contingencies such as death, disability, retirement, divorce, and qualified heir provisions?(Required)

Positively People is a leading global consultancy firm, focused on ensuring generation continuity in family-owned and tightly held businesses.

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Build a Legacy That Lasts

Get started with our free Continuity Planning Assessment and identify potential gaps, set clear goals, and gain expert insights to safeguard your organization’s future.

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