From success to succession
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Whether you are an owner-manager or a successor, this site is meant for you
  • The Lifeline (PDF): Where is your family headed? Your company? Its ownership?
  • The Shopping list: Has the transmission process for the company been initiated? Has the process been initiated from the owner-manager position? Has the process been initiated from the successor position? Has the process been initiated from the company position? Has the process been initiated from the ownership position?
  • Worksheets for the Owner :
    • Planning and transferring management to family members (PDF)
    • Planning and transferring ownership to family members (PDF)
    • Planning and transferring management to company executives (PDF)
    • Planning and transferring ownership to company executives (PDF)
  • Worksheets for the Successor:
    • Planning and taking over the management of a family business (PDF)
    • Planning and acquiring ownership of a family business (PDF)
    • Planning and transferring management to company executives (PDF)
    • Planning and transferring ownership to company executives (PDF)
  • Questionnaire on the reasons motivating you to become an entrepreneur.
  • Glossary of Professional Jargon
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