Intergenerational Succession
Journey Map

Gen 1 to Gen 2
Transition

Gen 2 to Gen 3
Transition

Gen 3 to Gen 4
Transition

Gen 4 to Gen 5
Transition

Gen 1 to Gen 2 Transition

Gen 2 to Gen 3 Transition

Coming soon...

Gen 3 to Gen 4 Transition

Coming soon...

Gen 4 to Gen 5 Transition

Coming soon...

Setting the Table

Purpose: Setting the table for your first family transition, the purpose here is to have you and your family members fully understand what needs to be done, in your desired timeframe and charting a course for you to be successful.

Clarifying the Goals and Priorities

Purpose: All family members understand the transition goals and priorities for the family, and it is well communicated and documented.

GO