The Business Succession Playbook

Strategies for a successful transition in small and medium size businesses

You have built a remarkable business?
Start building your transition strategy today.
Every year, thousands of business owners reach the crossroads of succession planning. Whether you're planning to sell, transfer to family, or
transition to employees, this comprehensive guide provides the roadmap
you need for a successful exit that preserves your legacy and secures your
future.
Inside, you'll discover:
• How to identify your owner type and create a personalized
succession strategy
• Real-world case studies from successful (and unsuccessful)
transitions
• Essential legal, financial, and emotional preparation strategies
• Step-by-step frameworks for optimizing your business value
before transition
• Templates and worksheets to guide your planning process
• How to navigate family dynamics and stakeholder communications

This book addresses the emotional journey of letting go while preparing
something that lasts. From hands-on experts to strategic leaders, serial
entrepreneurs to daily managers, every business owner will find actionable insights for their unique situation.

Dive deeper into business succession challenges.
Read stories from people who have walked the path.
Learn about tools how to find your own path to a successful handover.