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
Family Meetings
Free Agenda
A family plan & regular family communication can add to the health of your family business.
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
Family Constitution
Free Sample
State your family values, assumptions & understandings about business operations.
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
Getting Started
Free Checklist
A common first question we get from new member families is "Where do we start?"
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
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.
Webinar
Protecting the Wealth of Family Businesses and Family Offices in Today’s Legislative Environment
Webinar
Protecting the Wealth of Family Businesses and Family Offices in Today’s Legislative Environment
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Become a member to unlock access to these transformational programs.
Find out what membership option is right for your family.