Succession Planning

We Facilitate Smooth Transitions for Lasting Family Success

At Continuity Family Business Consulting, we believe successful succession planning goes beyond leadership and ownership transitions. Our process is designed to align family values and business goals, creating a foundation for long-term success while minimizing the potential for disagreements.

Assessment & Alignment

We begin by developing a deep understanding of your family’s unique dynamics, values, and long-term goals. Through thoughtful discussions and comprehensive assessments, we help align perspectives to establish a shared vision and a strong foundation for decision-making and planning. By addressing and resolving challenging interpersonal histories, we ensure your family can move forward with unity and clarity toward a connected and prosperous future.

Collaborative Dialogue

Succession planning involves important conversations about ownership, leadership, and roles. Our team facilitates open, respectful discussions to ensure every voice is heard and key decisions are made collaboratively, building trust and mutual understanding throughout the process.

Leadership Development

Preparing the next generation is essential for a successful transition. We offer tailored coaching and development programs to equip future leaders with the skills and confidence they need to step into their roles while encouraging teamwork and shared responsibility.

Structured Governance

Strong governance structures help families make informed decisions and maintain unity. We guide you in creating tools like family councils and boards to support ongoing communication, transparency, and effective decision-making for generations to come.

Why Choose Continuity?

Tailored Approach: No two families are alike. We create customized succession plans that reflect your unique values and business objectives.

Long-Term Stability: Our process not only secures the business transition but also strengthens family bonds for lasting harmony.

Proactive Conflict Prevention: We identify and address potential challenges early, fostering open communication and collaboration to protect both your business and family relationships.

Protect your family’s wealth and unity with a succession plan that leaves no room for discord.

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About Us

Since 2003, Continuity Family Business Consulting has helped families around the world build connected, intentional and productive futures. Headquartered in Boston, our advisors offer extensive experience and training in business, family systems, and conflict management.

We know how to effectively integrate the expertise of estate planners, CPAs, key non-family executives, and family business stakeholders – both in and out of the business – to produce plans that work as well for the business as they do for the family.

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