Management Succession Planning for Family Businesses

Kiplinger’s Family Records Organizer helps families organize their essential information in one convenient place. Use the Self-Employment and Home Business Information form to keep track of business records, including a succession plan, business valuations and letters of instruction. Also include information on business credit cards, bank account records, pending loans, tax returns, insurance policies, a list of vendors with their contract information, rental or lease agreements and real estate information. Manny Schiffres provides tax advice about medical savings accounts for self-employed individuals.

Duration : 0:0:23

Recommended Reading

• Management Succession Planning for Family Businesses
• VideoChat – Business Growth with Andrew Karlen
• ReGENERATION Partners
• Len Green Innovation Discussion – Part 2 of 3
• Management Succession Planning Blueprint (ebook)

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