Templates
Free templatesfor the handover.
Printable, one page each, free to use and share. Written for the founder, the successor and the advisors around them.
How to use them
One page each, filled in by hand.
Every template comes with a short guide and prints on a single page. Print it, or save it as a PDF, and fill it in with a pen.
They are written to be used between the founder and the successor, with an advisor in the room when that helps. Nothing is sent anywhere and nothing needs an account.
- The Handover CharterOne page, written together and signed by both: who decides what, from when, and how.
- Successor readiness checklistReadiness shows in how other people treat the successor, not in what the successor knows. One page of signs you can observe, room by room.
- Stakeholder map for a successorMany of a family business's most important relationships belong to the founder personally. One page to see whose support the successor already has, whose they need, and what to do next.
- The successor's first 90 days planThe first three months teach people how to read you. One page to plan them in three blocks of thirty days, with the agreements you need from your parent before day one.
- Board presentation outlineBoards judge a successor less on how much they know and more on whether they sound like the person who will own the outcome. One page to prepare the opening two minutes and the questions that follow.
- Family meeting agenda for successionOne well-prepared meeting can settle what years of family dinners have not. A three-hour agenda for the human questions that legal documents do not answer.
The handover will happen either way.
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