The Prosperity Playbook: Planning for a Successful Family Business Succession
Mackey McNeillamazon.com
The Prosperity Playbook: Planning for a Successful Family Business Succession
Families attempting long-term wealth preservation often don’t understand that they are businesses and that the techniques of long-term succession planning practiced by all other businesses are available to them as well. A family that starts its long-term wealth preservation planning by adopting the metaphor that it is a business will begin with a w
... See moreJames E. Hughes • Family Wealth: Keeping It in the Family--How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations (Bloomberg Book 34)
20 Tips to Grow Your Business: A Visual Guide for Taking Your Business to the Next Stage
amazon.com
One-Page Personal Plan (OPPP): Our personal and professional lives are intertwined — and best if aligned. This tool looks at four key decisions — Relationships, Achievements, Rituals, and Wealth — which mirror the four key decisions for the business: People, Strategy, Execution, and Cash. Having a strong and fulfilled personal life provides an impo
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