Exciting News!

I’m thrilled to announce that my book, Succession Simplified: A Primer for Transitioning Your Family Business, is now available for purchase!

If you are a financial planner with family business owner clients, this is a must-have resource! Right now for a limited time, you can download the ebook for less than the price of a cup of coffee by clicking this link to Amazon.

This book helps families avoid common obstacles by simplifying the succession process, moving you or your business owner clients from procrastination to action. Whether you’re a new entrepreneur, a seasoned leader of a mature business, or a financial planner guiding small business owners, it is never too early to start succession planning.

Drawing on my over twenty-five years of experience as a financial planning practitioner, researcher, and educator, Succession Simplified teaches business owners how to plan for succession by viewing their business as a purpose-driven enterprise that future generations will want to be part of. Inside this book, you’ll discover:

• Streamlined step-by-step exercises and real-world anecdotes
• How to assess where your family business is today, where you want it to be, and how to get there
• Ways to define your core values as a business mission statement that future leadership will champion
• Techniques to foster “shared experience” work environments that create a culture of trust, leading to effective succession transitions

Feel free to check out my website at danhiebertphd.com to sign up for our newsletter and other resources.

Keep it simple!

Dan