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Certified Succession Planner
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Module Introduction
Family Business
Loyd Rawls Welcome Message
Download: Acknowledgments & Contributors to the Course
Download: About the Author
Host Introduction
Preface
About the Succession Matrix
Congratulations
TEXTBOOK: Understanding Succession - with The Succession Matrix
Introduction to Defining Succession Success
Business Success and Succession Part 1 of 2
Key Concept 01
Activity: PPP Click and Reveal
Activity: PPP Drag and Drop
Business Success and Succession: Part 2 of 2
Key Concept 02
Download: Learn More About the Succession Matrix
Key Concept 03
Key Concept 04
Succession Planning and Business Value
Succession Planning and Business Value - "1. Technical"
Exercise: Book Value and Balance Sheet
Succession Planning and Business Value - "2. IRS/Fair Market Value"
Download: Learn More About Revenue Ruling 59-60
Succession Planning and Business Value - "3. Banks"
Succession Planning and Business Value - "4. Appraiser"
Exercise: Understanding Business Value
Succession Planning and Business Value 5. The Open Market
Succession Planning and Business Value 6. Business Owner
Key Concept 05
Business Disposition
Exercise: Sale Proceeds Analysis
Exercise: Keep or Sell Analysis
Enhancing Your Practice
The Bottom Line
Skill Check
Congratulations
Introduction to Owner Motivation & Perspective
John Maxwell Quote
Introduction to the 4 Core Components
4 Components: 1 of 4 – “Progression of Owner Motivations”
Activity: Select One
Activity: Progression of Owner's Motivations - Drag and Drop
Impact of an Owner's Selfish Motives
Impact of an Owner's Business First Motives
Impact of an Owner's Family First Motives
Key Concept: Owner Transition
4 Components: 2 of 4 – “Stewardship Mentality”
Key Concept: Business Owner Responsibility
4 Components: 3 of 4 – “Attitude of Humility”
4 Components: 4 of 4 – “Submission to Teamwork”
Activity: Core Components - Drag and Drop
How and Owner's Perspective Impacts Business Disposition Decisions
Can a Successful Leader Have Both Humility & Confidence?
Resource: "The Succession Bridge - Key Manager Succession Alternatives for Family Owned Businesses"
Interaction with Other Matrix Factors - OMP
Building Business Value - OMP
Enhancing Your Practice - OMP
The Bottom Line - OMP
Key Concept: Successor Development
Key Concept: Accomplishment of Succession
Skill Check - OMP
Introduction to Personal Financial Planning
Quote 1
Pre-Workshop Questions to Consider
4 Core Components Part 1 of 4 – “Financial Independence”
Part 1 of 3: Creating Capital Independent From the Business
Part 2 of 3: Creating Capital Independent From the Business
Part 3 of 3: Creating Capital Independent From the Business
Exercise: Identifying Lifestyle Needs and Sources of Income
Workshop Activity: Personal Financial Planning Questionnaire
Personal Financial Independence Supports Business Value
Key Concept 1
Exercise: Case Study for Estate Planning
4 Core Components Part 2 of 4 – “Estate Planning”
Part 1 of 8: 6 Common Estate Planning Issues Impacting the Succession of a Closely Held Business
Part 2 of 8: 6 Common Estate Planning Issues Impacting the Succession of a Closely Held Business
Key Concept 2
Key Concept 3
Part 3 of 8: 6 Common Estate Planning Issues Impacting the Succession of a Closely Held Business
Exercise: How to Identify Basic Estate Documents
Exercise: Beneficiaries Role
Key Concept 4
Part 4 of 8: 6 Common Estate Planning Issues Impacting the Succession of a Closely Held Business
Part 5 of 8: 6 Common Estate Planning Issues Impacting the Succession of a Closely Held Business
Download: Descriptions of Probate
Key Concept 5
Part 6 of 8: 6 Common Estate Planning Issues Impacting the Succession of a Closely Held Business)
Download: Estate & Gift Exemption
Part 7 of 8: 6 Common Estate Planning Issues Impacting the Succession of a Closely Held Business
Exercise: Estate Tax Exposure
Download: 6166 Explanation
Part 8 of 8: 6 Common Estate Planning Issues Impacting the Succession of a Closely Held Business
Key Concept 6
How Financial Independence Impacts Estate Planning
4 Core Components Part 3 of 4 – “Credit Continuity”
Workshop Activity: Credit Continuity
Key Concept 7
4 Core Components Part 4 of 4 – “Exit Strategy” (Part 1 of 3)
4 Core Components Part 4 of 4 – “Exit Strategy” (Part 2 of 3)
Key Concept 8
4 Core Components Part 4 of 4 – “Exit Strategy” (Part 3 of 3)
Exercise: FME Selection
Download: Exit Strategy Process
Key Concept 9
Key Concept 10
Exit Strategy’s Impact Upon Estate Planning & Credit Continuity
Enhancing Your Practice - PFP
The Bottom Line - PFP
Skill Check - PFP
Introduction to Business Structuring
Quote 1
Value of Business Structuring
Key Concept 1
Business Organization
Key Concept 2
Succession & Pass-Through Business Structures
Download: Tax Basis – Pass-Through Entities
S-Corps & LLCs Facilitate Succession
Exercise: S-Corps vs. LLCs: Click & Reveal
Business Documentation
Shareholder/Operating/Partnership Agreements
Exercise: Shareholder/Operating/Partnership Agreements: Click & Reveal
Exercise: Financial Terms: Click & Reveal
How Agreements Address Owner Concerns
Employment Contracts for Personal Security
Employment Contracts for Key Manager Retention
Lease Agreements
Overview of Business Structures
Download: Business Structure Definitions
Exercise: Business Structuring Case Study
Enhancing Your Practice - BS
The Bottom Line - BS
Skill Check - BS
Introduction to Business Performance
Quote 1
Value of Business Performance
Performance Metrics
Owner Motivation & Perspective Impacts Working Capital
Key Concept 1
Additional Metrics
Overcapitalization
Measuring Business Performance
Achieving Sustained Excellence
Download: Resource 1
Interaction with Other Matrix Factors - BP
Enhancing Your Practice - BP
The Bottom Line - BP
Exercise: Business Performance Case Study
Exercise: Business Performance Balance Sheet
Exercise: Business Performance Dealer Financial Statement
Skill Check BP
Introduction to Strategic Planning
Quote 1
Value of Strategic Planning
Fundamental Steps of Strategic Planning
Download: Strategic Planning Process
Exercise: Strategic Planning SWOT Exercise
Alignment of Resources
Key Concept 1
Core Values & Non-Negotiables
Key Concept 2
Setting Goals
Accountability
Download: Strategic Planning Action Plan Sample
Key Concept 3
Strategic Planning & Succession Planning
Download: Strategic Planning & Succession Planning Similarities
Download: Strategic Planning Expertise
Download: Strategic Planning Short-term Operational Issues
Interaction with Other Matrix Factors - Strategic Planning
Download: Why is SP most effective led by facilitator Enhancing Your Practice
Enhancing Your Practice – Strategic Planning
The Bottom Line – Strategic Planning
Exercise: Strategic Planning Case History Exercise
Skill Check - Strategic Planning
Introduction to Leadership & Management Continuity
Value of Leadership
Quote 1
3 Components to LMC: #1 Identification
Download: 10 Key Questions
Exercise: BASKET Analysis
3 Components to LMC: #2 Motivation & Retention
Exercise: Manager Classification
3 Components to LMC: Managers
3 Components to LMC: Key Managers
3 Components to LMC: Special Key Managers
Key Concept 1
3 Components to LMC: Very Special Key Managers
Download: LMC Stock Definitions & Terms
Link: Succession Bridge Book
Using Golden Handcuffs to Motivate & Retain Key Managers
Resource 1
Download: Management Retention Plans
3 Components to LMC: #3 Part 1 of 2 Developing Key Management Bench Strength
3 Components to LMC: #3 Part 2 of 2 Developing Key Management Bench Strength
Recruiting Outside Talent
Resource 2
Key Concept 2
The Importance of Leadership Continuity
Link: Succession Bridge Book
Resource 3
Interaction with Other Matrix Factors - LMC
Enhancing Your Practice - LMC
The Bottom Line - LMC
Exercise: Case History
Skill Check - LMC
Introduction to Management Synergy & Teamwork
Quote 1
Value of Teamwork
Key Concept 01
Attitudes Impacting Synergy & Teamwork
Characteristics of High-Performance Teams
Download: Characteristics of High-Performance Teams
Characteristics: #1 Building Trust
Resource 01
Characteristics: #2 Creating a Shared Vision & Purpose
Key Concept 02
Characteristics: #3 Defining Roles & Responsibilities
Characteristics: #4 Effective Communication & Conflict Management
Download: Effective Communication & Conflict Management
Exercise: Identifying Communication Styles
Conflict Management & Resolution
Exercise: Conflict Mode Identification
Download: Methods for Dealing with Conflict
Resource 02
Resource 03
Characteristics: #5 Commitment to Decisions & Action Plans
Characteristics: #6 Creating Accountability to Performance
Key Concept 03
Implementing a Coaching-Mentoring Program
Download: 7 Step Coaching Model
Creating a Feedback System
Resourcing an Executive Coach
Characteristics: #7 Focus on Achievements of Collective Results
Cross Department Teamwork & Collaboration
Download: Management Advisory Board
Covenants – Aligning Team Expectations
Key Concept 04
Download: Covenants-Aligning Team Expectations
Resource 04
Interaction with Other Matrix Factors - MST
Enhancing Your Practice - MST
The Bottom Line - MST
Exercise: MST Case History
Skill Check - MST
Introduction to Successor Preparation
Quote 01
Key Concept 01
Successor Identification
Part 1 of 3: 7 Criteria for Successor Identification
Part 2 of 3: 7 Criteria for Successor Identification
Part 3 of 3: 7 Criteria for Successor Identification
Exercise: Successor Development Process
Successor Development
Download: Sample Successor Development Curriculum
Family Member Employees & Successor Development
Exercise: Selecting the Successor Development Team Drag & Drop
Transfer to Children
Resource 01
The Role of Key Managers in the Development of a Successor
Successor Candidates Need to Experience it All
Multiple Successor Candidates
Exercise: Successor Selection
Addressing Shortcomings in Prospective Successors
Resource 02
Alternate Courses of Action With No Family Successor
Resource 03
Interaction with Other Matrix Factors - SP
Key Concept 02
Enhancing Your Practice - SP
The Bottom Line - SP
Skill Check - SP
Introduction to Family Dynamics
Quote 01
What Constitutes a Family Business
Exercise: Family Business Employee Characteristics
Key Concept 01
Key Concept 02
Family Business vs. a Business Family
Key Concept 03
The Evolution of the Family Business
Key Concept 04
Understanding Family Business Harmony
Part 1 of 3: Issues Impacting Communication & Harmony
Resource 1
Part 2 of 3: Issues Impacting Communication & Harmony
Exercise: Family Dynamics Communication Styles
Part 3 of 3: Issues Impacting Communication & Harmony
Exercise: 9 Areas Impacting Family Communication & Harmony
Key Concept 05
Family Business Operating Covenants: Creating Reasonable Expectations
Download: Issues Impacting Communication & Harmony
Resource 2
Interaction with Other Matrix Factors - FD
Enhancing Your Practice - FD
The Bottom Line - FD
Skill Check - FD
Introduction to Family Governance
Quote 01
What Constitutes a Family Business
Key Concept 01
Understanding the Family Member Employee
Exercise: Governance Mechanisms
Part 1 of 3: #1 Adopt Reasonable Family Business Policies
Key Concept 02
Resource Download: Family Member Employee Policy
Part 2 of 3: #1 Adopt Reasonable Family Business Policies
Part 3 of 3: #1 Adopt Reasonable Family Business Policies
Resource Download: Family Member Expectations Policy
Exercise: Family Policies
Part 1 of 5: #2 Create Forums for Discussing the Family Business
Key Concept 03
Part 2 of 5: #2 Create Forums for Discussing the Family Business
Part 3 of 5: #2 Create Forums for Discussing the Family Business
Part 4 of 5: #2 Create Forums for Discussing the Family Business
Part 5 of 5: #2 Create Forums for Discussing the Family Business
Key Concept 04
Exercise: FBC vs. OPoD
#3 Create Business Agreements & Estate Structures to Preclude Disagreements
Interaction with Other Matrix Factors – Family Governance
Enhancing Your Practice – Family Governance
The Bottom Line – Family Governance
Exercise: MST FG Case History
Skill Check – Family Governance
Congratulations from Loyd Rawls
Starting your new journey
Reminder of the fundamentals
Additional Resources
Complete your CSP exam
Submit your certificate - Access SPA
Module Mi: Introduction
Module Introduction
Preview
Family Business
Preview
Loyd Rawls Welcome Message
Download: Acknowledgments & Contributors to the Course
Download: About the Author
Host Introduction
Preface
About the Succession Matrix
Congratulations
TEXTBOOK: Understanding Succession - with The Succession Matrix
Module Mii: Defining Succession Success
Introduction to Defining Succession Success
Preview
Business Success and Succession Part 1 of 2
Preview
Key Concept 01
Activity: PPP Click and Reveal
Activity: PPP Drag and Drop
Business Success and Succession: Part 2 of 2
Key Concept 02
Download: Learn More About the Succession Matrix
Key Concept 03
Key Concept 04
Succession Planning and Business Value
Succession Planning and Business Value - "1. Technical"
Exercise: Book Value and Balance Sheet
Succession Planning and Business Value - "2. IRS/Fair Market Value"
Download: Learn More About Revenue Ruling 59-60
Succession Planning and Business Value - "3. Banks"
Succession Planning and Business Value - "4. Appraiser"
Exercise: Understanding Business Value
Succession Planning and Business Value 5. The Open Market
Succession Planning and Business Value 6. Business Owner
Key Concept 05
Business Disposition
Exercise: Sale Proceeds Analysis
Exercise: Keep or Sell Analysis
Enhancing Your Practice
The Bottom Line
Skill Check
Congratulations
Module 1 - Owner Motivation and Perspective
Introduction to Owner Motivation & Perspective
Preview
John Maxwell Quote
Introduction to the 4 Core Components
4 Components: 1 of 4 – “Progression of Owner Motivations”
Activity: Select One
Activity: Progression of Owner's Motivations - Drag and Drop
Impact of an Owner's Selfish Motives
Impact of an Owner's Business First Motives
Impact of an Owner's Family First Motives
Key Concept: Owner Transition
4 Components: 2 of 4 – “Stewardship Mentality”
Key Concept: Business Owner Responsibility
4 Components: 3 of 4 – “Attitude of Humility”
4 Components: 4 of 4 – “Submission to Teamwork”
Activity: Core Components - Drag and Drop
How and Owner's Perspective Impacts Business Disposition Decisions
Can a Successful Leader Have Both Humility & Confidence?
Resource: "The Succession Bridge - Key Manager Succession Alternatives for Family Owned Businesses"
Interaction with Other Matrix Factors - OMP
Building Business Value - OMP
Enhancing Your Practice - OMP
The Bottom Line - OMP
Key Concept: Successor Development
Key Concept: Accomplishment of Succession
Skill Check - OMP
Module 2 - Personal Financial Planning
Introduction to Personal Financial Planning
Preview
Quote 1
Pre-Workshop Questions to Consider
4 Core Components Part 1 of 4 – “Financial Independence”
Part 1 of 3: Creating Capital Independent From the Business
Part 2 of 3: Creating Capital Independent From the Business
Part 3 of 3: Creating Capital Independent From the Business
Exercise: Identifying Lifestyle Needs and Sources of Income
Workshop Activity: Personal Financial Planning Questionnaire
Personal Financial Independence Supports Business Value
Key Concept 1
Exercise: Case Study for Estate Planning
4 Core Components Part 2 of 4 – “Estate Planning”
Part 1 of 8: 6 Common Estate Planning Issues Impacting the Succession of a Closely Held Business
Part 2 of 8: 6 Common Estate Planning Issues Impacting the Succession of a Closely Held Business
Key Concept 2
Key Concept 3
Part 3 of 8: 6 Common Estate Planning Issues Impacting the Succession of a Closely Held Business
Exercise: How to Identify Basic Estate Documents
Exercise: Beneficiaries Role
Key Concept 4
Part 4 of 8: 6 Common Estate Planning Issues Impacting the Succession of a Closely Held Business
Part 5 of 8: 6 Common Estate Planning Issues Impacting the Succession of a Closely Held Business
Download: Descriptions of Probate
Key Concept 5
Part 6 of 8: 6 Common Estate Planning Issues Impacting the Succession of a Closely Held Business)
Download: Estate & Gift Exemption
Part 7 of 8: 6 Common Estate Planning Issues Impacting the Succession of a Closely Held Business
Exercise: Estate Tax Exposure
Download: 6166 Explanation
Part 8 of 8: 6 Common Estate Planning Issues Impacting the Succession of a Closely Held Business
Key Concept 6
How Financial Independence Impacts Estate Planning
4 Core Components Part 3 of 4 – “Credit Continuity”
Workshop Activity: Credit Continuity
Key Concept 7
4 Core Components Part 4 of 4 – “Exit Strategy” (Part 1 of 3)
4 Core Components Part 4 of 4 – “Exit Strategy” (Part 2 of 3)
Key Concept 8
4 Core Components Part 4 of 4 – “Exit Strategy” (Part 3 of 3)
Exercise: FME Selection
Download: Exit Strategy Process
Key Concept 9
Key Concept 10
Exit Strategy’s Impact Upon Estate Planning & Credit Continuity
Enhancing Your Practice - PFP
The Bottom Line - PFP
Skill Check - PFP
Module 3 - Business Structuring
Introduction to Business Structuring
Preview
Quote 1
Value of Business Structuring
Key Concept 1
Business Organization
Key Concept 2
Succession & Pass-Through Business Structures
Download: Tax Basis – Pass-Through Entities
S-Corps & LLCs Facilitate Succession
Exercise: S-Corps vs. LLCs: Click & Reveal
Business Documentation
Shareholder/Operating/Partnership Agreements
Exercise: Shareholder/Operating/Partnership Agreements: Click & Reveal
Exercise: Financial Terms: Click & Reveal
How Agreements Address Owner Concerns
Employment Contracts for Personal Security
Employment Contracts for Key Manager Retention
Lease Agreements
Overview of Business Structures
Download: Business Structure Definitions
Exercise: Business Structuring Case Study
Enhancing Your Practice - BS
The Bottom Line - BS
Skill Check - BS
Module 4 - Business Performance
Introduction to Business Performance
Preview
Quote 1
Value of Business Performance
Performance Metrics
Owner Motivation & Perspective Impacts Working Capital
Key Concept 1
Additional Metrics
Overcapitalization
Measuring Business Performance
Achieving Sustained Excellence
Download: Resource 1
Interaction with Other Matrix Factors - BP
Enhancing Your Practice - BP
The Bottom Line - BP
Exercise: Business Performance Case Study
Exercise: Business Performance Balance Sheet
Exercise: Business Performance Dealer Financial Statement
Skill Check BP
Module 5 - Strategic Planning
Introduction to Strategic Planning
Preview
Quote 1
Value of Strategic Planning
Fundamental Steps of Strategic Planning
Download: Strategic Planning Process
Exercise: Strategic Planning SWOT Exercise
Alignment of Resources
Key Concept 1
Core Values & Non-Negotiables
Key Concept 2
Setting Goals
Accountability
Download: Strategic Planning Action Plan Sample
Key Concept 3
Strategic Planning & Succession Planning
Download: Strategic Planning & Succession Planning Similarities
Download: Strategic Planning Expertise
Download: Strategic Planning Short-term Operational Issues
Interaction with Other Matrix Factors - Strategic Planning
Download: Why is SP most effective led by facilitator Enhancing Your Practice
Enhancing Your Practice – Strategic Planning
The Bottom Line – Strategic Planning
Exercise: Strategic Planning Case History Exercise
Skill Check - Strategic Planning
Module 6 - Leadership and Management Continuity
Introduction to Leadership & Management Continuity
Preview
Value of Leadership
Quote 1
3 Components to LMC: #1 Identification
Download: 10 Key Questions
Exercise: BASKET Analysis
3 Components to LMC: #2 Motivation & Retention
Exercise: Manager Classification
3 Components to LMC: Managers
3 Components to LMC: Key Managers
3 Components to LMC: Special Key Managers
Key Concept 1
3 Components to LMC: Very Special Key Managers
Download: LMC Stock Definitions & Terms
Link: Succession Bridge Book
Using Golden Handcuffs to Motivate & Retain Key Managers
Resource 1
Download: Management Retention Plans
3 Components to LMC: #3 Part 1 of 2 Developing Key Management Bench Strength
3 Components to LMC: #3 Part 2 of 2 Developing Key Management Bench Strength
Recruiting Outside Talent
Resource 2
Key Concept 2
The Importance of Leadership Continuity
Link: Succession Bridge Book
Resource 3
Interaction with Other Matrix Factors - LMC
Enhancing Your Practice - LMC
The Bottom Line - LMC
Exercise: Case History
Skill Check - LMC
Module 7 - Management Synergy and Teamwork
Introduction to Management Synergy & Teamwork
Preview
Quote 1
Value of Teamwork
Key Concept 01
Attitudes Impacting Synergy & Teamwork
Characteristics of High-Performance Teams
Download: Characteristics of High-Performance Teams
Characteristics: #1 Building Trust
Resource 01
Characteristics: #2 Creating a Shared Vision & Purpose
Key Concept 02
Characteristics: #3 Defining Roles & Responsibilities
Characteristics: #4 Effective Communication & Conflict Management
Download: Effective Communication & Conflict Management
Exercise: Identifying Communication Styles
Conflict Management & Resolution
Exercise: Conflict Mode Identification
Download: Methods for Dealing with Conflict
Resource 02
Resource 03
Characteristics: #5 Commitment to Decisions & Action Plans
Characteristics: #6 Creating Accountability to Performance
Key Concept 03
Implementing a Coaching-Mentoring Program
Download: 7 Step Coaching Model
Creating a Feedback System
Resourcing an Executive Coach
Characteristics: #7 Focus on Achievements of Collective Results
Cross Department Teamwork & Collaboration
Download: Management Advisory Board
Covenants – Aligning Team Expectations
Key Concept 04
Download: Covenants-Aligning Team Expectations
Resource 04
Interaction with Other Matrix Factors - MST
Enhancing Your Practice - MST
The Bottom Line - MST
Exercise: MST Case History
Skill Check - MST
Module 8 - Successor Preparation
Introduction to Successor Preparation
Preview
Quote 01
Key Concept 01
Successor Identification
Part 1 of 3: 7 Criteria for Successor Identification
Part 2 of 3: 7 Criteria for Successor Identification
Part 3 of 3: 7 Criteria for Successor Identification
Exercise: Successor Development Process
Successor Development
Download: Sample Successor Development Curriculum
Family Member Employees & Successor Development
Exercise: Selecting the Successor Development Team Drag & Drop
Transfer to Children
Resource 01
The Role of Key Managers in the Development of a Successor
Successor Candidates Need to Experience it All
Multiple Successor Candidates
Exercise: Successor Selection
Addressing Shortcomings in Prospective Successors
Resource 02
Alternate Courses of Action With No Family Successor
Resource 03
Interaction with Other Matrix Factors - SP
Key Concept 02
Enhancing Your Practice - SP
The Bottom Line - SP
Skill Check - SP
Module 9 - Family Dynamics
Introduction to Family Dynamics
Preview
Quote 01
What Constitutes a Family Business
Exercise: Family Business Employee Characteristics
Key Concept 01
Key Concept 02
Family Business vs. a Business Family
Key Concept 03
The Evolution of the Family Business
Key Concept 04
Understanding Family Business Harmony
Part 1 of 3: Issues Impacting Communication & Harmony
Resource 1
Part 2 of 3: Issues Impacting Communication & Harmony
Exercise: Family Dynamics Communication Styles
Part 3 of 3: Issues Impacting Communication & Harmony
Exercise: 9 Areas Impacting Family Communication & Harmony
Key Concept 05
Family Business Operating Covenants: Creating Reasonable Expectations
Download: Issues Impacting Communication & Harmony
Resource 2
Interaction with Other Matrix Factors - FD
Enhancing Your Practice - FD
The Bottom Line - FD
Skill Check - FD
Module 10 - Family Governance
Introduction to Family Governance
Preview
Quote 01
What Constitutes a Family Business
Key Concept 01
Understanding the Family Member Employee
Exercise: Governance Mechanisms
Part 1 of 3: #1 Adopt Reasonable Family Business Policies
Key Concept 02
Resource Download: Family Member Employee Policy
Part 2 of 3: #1 Adopt Reasonable Family Business Policies
Part 3 of 3: #1 Adopt Reasonable Family Business Policies
Resource Download: Family Member Expectations Policy
Exercise: Family Policies
Part 1 of 5: #2 Create Forums for Discussing the Family Business
Key Concept 03
Part 2 of 5: #2 Create Forums for Discussing the Family Business
Part 3 of 5: #2 Create Forums for Discussing the Family Business
Part 4 of 5: #2 Create Forums for Discussing the Family Business
Part 5 of 5: #2 Create Forums for Discussing the Family Business
Key Concept 04
Exercise: FBC vs. OPoD
#3 Create Business Agreements & Estate Structures to Preclude Disagreements
Interaction with Other Matrix Factors – Family Governance
Enhancing Your Practice – Family Governance
The Bottom Line – Family Governance
Exercise: MST FG Case History
Skill Check – Family Governance
Module 11 - Conclusion
Congratulations from Loyd Rawls
Starting your new journey
Reminder of the fundamentals
Additional Resources
IMPORTANT: CSP Exam & SPA Toolkit
Complete your CSP exam
Submit your certificate - Access SPA
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