An Owner’s Guide to Business Succession Planning, 2nd Edition - CLEO Skip to main content


An Owner’s Guide to Business Succession Planning is a basic roadmap to assist owners of small and medium-sized business as they begin to plan for ownership and management succession.

Inside you will find:

  • A simple six-step process that will help business owners plan for succession.
  • An overview of the more common strategies and tools from which you may select to implement your succession plan.

The book also includes resources for your own planning, suggested readings, and worksheets to help you through the process.