Templates, Pro Formas and Meeting Guides

Although every family business is unique, experience and our best practice model indicate that there are substantial similarities in the issues they all face, and in the responses that we, as advisers, initiate.

Consequently, we tend to do similar things on assignments, especially when it’s about succession.  Over time, we’ve developed a collection of templates and pro formas that just work and seem to defy all efforts at modification.

If you are a member, these templates and pro formas are available to download for free, along with instructions for their use. If you are not a member, these are available to download for a fee. Combined with relevant training this should make it relatively easy for most advisers to expand their practice into areas they’ve previously avoided.

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