Succession Planning Template - Conway Center for Family Business

Succession Planning Template

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Download our New Succession Planning Template!

Congratulations on starting your succession planning journey!

While succession planning is a process that can take 3-7 years to complete for a comprehensive plan, be confident you are taking one of the most important steps to ensure the success and longevity of your family business.

Tracking progress towards your succession planning goals can be the hardest step of the process -- which is why we created this customizable succession planning worksheet to keep your family business' future planning on track.

Download, complete, save, and repeat this template for any position within your family business, and don’t forget that you’re not on this journey alone!

The Conway Center for Family Business has a wealth of programs and resources to help you overcome obstacles.

Happy succession planning!

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