Owner’s Guide

Owner’s Guide to Business Succession Planning

by Stephen Clifford, Alex Teodosio, and the Staff of the Ohio Employee Ownership Center, 2nd edition (2008)

An Owner’s Guide to Business Succession Planning is a basic roadmap to assist owners of small and medium-sized business as they begin to plan for ownership and management succession. Inside you will find:

  • A simple six-step process that will help business owners plan for succession. The process is designed to insure that it is the owner’s goals that shape succession planning tools like insurance and trusts, not the other way around.
  • An overview of the more common strategies and tools from which you may select to implement your succession plan.

The book also includes resources for your own planning, suggested readings, worksheets to help you through the process.