Ebook

Succession planning with heart and mind: How to approach your succession process in five structured steps

Succession planning with heart and mind: How to approach your succession process in five structured steps

Pages 8 Pages

PwC’s Succession Planning with Heart and Mind guide supports family businesses through a structured five-step process: awareness, preparation, evaluation, handover, and letting go. It emphasizes early dialogue, emotional sensitivity, and strategic decision-making. Services include ownership strategy, legal and tax planning, company valuation, and emergency preparation. PwC provides tailored support, from defining roles to moderating family discussions and ensuring continuity. The guide encourages balancing personal, family, and business goals to achieve a smooth, future-focused succession.

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