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A framework to align your family’s business shared purpose, reduce conflict, and clarify legacy goals.
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Inside this reflection guide you'll...

Clarify your family's "why" for being in business together—with honest prompts that spark real alignment

Identify unspoken expectations and roles using the Three-Circle Model framework

Reflect on your end game—whether to sell, keep, or pass on your business—and who should be involved

Spot cracks before they become fractures. start protecting your family’s legacy from within
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Get the Family Business Charter Reflection Guide—a powerful tool to help your family reflect, align, and lay the foundation for generational success.
Family Business Charter Reflection Guide
When was the last time you and your family sat down to discuss your family business and legacy? This reflecltion guide will provide the opportunity to sit down and discover together the 4 Pillars Every Family Business Needs to Survive, Grow, and Last for Generations. 
  • Raison d’Être: Uncover your shared purpose and the values that make your family business worth preserving
  • Type of Business: Define your end game—whether to keep, sell, or pass it on—and who belongs in ownership
  • Expectations: Clarify roles, responsibilities, and succession plans to avoid unspoken assumptions and family tension
  • Extinction: Identify hidden risks, potential fractures, and legacy threats before they undermine your future
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