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    • Home
    • About
      • Empower Planning
      • Approach
      • Testimonials
    • Services
      • Overview
      • Succession & Continuity
      • Family Alignment
      • Communication Improvement
      • Strategic Planning
      • Conflict Resolution
      • Ownership Alignment
      • Next Generation
      • Governance & Policies
    • Contact
    • Resources
      • Articles
      • Tools

  • Home
  • About
    • Empower Planning
    • Approach
    • Testimonials
  • Services
    • Overview
    • Succession & Continuity
    • Family Alignment
    • Communication Improvement
    • Strategic Planning
    • Conflict Resolution
    • Ownership Alignment
    • Next Generation
    • Governance & Policies
  • Contact
  • Resources
    • Articles
    • Tools

TOOLS

 1. Opportunities & Concerns checklist 

What are your key opportunities & challenges?  Download the checklist below to identify areas we can help your business.    

2. Create a communication agreement

 We recommend each family design how they will communicate with each other and document their agreement  

DOWNLOADS

Opportunties&Challenges_checklist (pdf)Download
Communication_Agreement_Template (pdf)Download

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