Family Business Resources

Succession Planning

Succession

Free Guide

A catalyst to initiate contemplation, paving the way for the steps you may need to take.

Get Your Free Guide to Succession Conversations

Acknowledging the uniqueness of your family's situation is crucial, and this guide aims to be a supportive starting point rather than a definitive roadmap.

Succession Planning Download

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Family Meetings

Free Agenda

A family plan & regular family communication can add to the health of your family business.

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Get Your Free Family Meeting Agenda

This free sample family meeting agenda can be used as a guide for your next family meeting and a resource to help you advance your relationships – with the goal of a more cohesive family and a continually successful business.

Family Meeting Agenda

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Family Constitution

Free Sample

State your family values, assumptions & understandings about business operations.

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Get Your Free Family Constitution Resource

As your family grows and the business is passed down through generations, it can become trickier to keep all family members on the same page if these foundational assumptions and ideas are not written down. This free outline can serve as a guide as you are working on your family's version.

Family Constitution Download

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Getting Started

Free Checklist

A common first question we get from new member families is "Where do we start?"

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Download the Getting Started Checklist

The process of transitioning from working “in” your family business to working “on” takes real, intentional effort – it can be daunting. Sometimes it's hard to know where to start. This free checklist gives you tangible steps to begin the process.

Getting Started Checklist Download

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How's your business really doing?

That question can be hard to answer. The business might be doing well, but the family may be struggling. How do we account for that?

At PFBA, we know what it takes to make a successful family business tick, and we’ve put together a 5-minute Family Business Checkup you can take today to determine how your family business is doing in four key areas.

Start My Checkup