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The Journal of Wealth Management

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Primary Article

Succession Planning

A Ten-Step Checklist

Barton Francis
The Journal of Wealth Management Summer 2000, 3 (1) 13-24; DOI: https://doi.org/10.3905/jwm.2000.320375
Barton Francis
A partner at Ernst & Young in West Palm Beach, Florida
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Abstract

The author focuses on the issues related to succession planning in closely-held businesses. He states that working with family businesses affords unique opportunities and challenges, and argues that recognizing their particular strengths and weaknesses – not typically found in publicly owned companies – can provide important insight for successful planning engagements. Listing five important differentiating features, the author outlines and discusses a ten-step process designed to deal with effective succession planning. Turning to implementation issues, he introduced and discusses seven quantitative and nine qualitative tools, which could be used to create a customized solution.

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The Journal of Wealth Management
Vol. 3, Issue 1
Summer 2000
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Succession Planning
Barton Francis
The Journal of Wealth Management Apr 2000, 3 (1) 13-24; DOI: 10.3905/jwm.2000.320375

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Succession Planning
Barton Francis
The Journal of Wealth Management Apr 2000, 3 (1) 13-24; DOI: 10.3905/jwm.2000.320375
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