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Free Succession Tool-Box for Family Businesses

Discover practical, downloadable resources crafted by Leo Khoury, executive coach and board member of a 70-year-old family enterprise.

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Succession isn't solved on paper.

As a 2nd-generation successor, I’ve created these tools to address the real challenges owners face; from hidden threats to awkward conversations.

Disclaimer:

I provide the below frameworks for free because the real value isn't in the paperwork, it's in the execution.

 

Download them to diagnose your problem, then book a call to fix it.

How Aligned Are You With Your Business?

  • Check role alignment.

  • Evaluate family synergy.

  • Assess advisory readiness.

  • Discover your alignment level.

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Are you Coachable Right Now?

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  • Measure your coaching readiness.

  • Confront avoided realities.

  • Honest self-reflection score.

  • Takes only 90 seconds.

Next-Gen Readiness Assessment Checklist

  • Evaluate successor skills.

  • Identify maturity gaps.

  • Create development roadmap.

  • Build confident leadership pipeline.

 

The 7 Killers Self-Assessment Tool

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  • Identify 7 silent threats.

  • Self-scoring risk analysis.

  • Protect your family legacy.

  • Actionable mitigation steps.

Family Succession Conversation Starter Template

  • Pre-scripted dialogue prompts.

  • Discuss control and money.

  • Remove emotion from logic.

  • Strengthen family bonds.

Governance Structure Framework for Family Businesses

  • Build effective family councils.

  • Clear decision-making protocols.

  • Resolve conflict without drama.

  • Ensure long-term stability.

Family Business Growth Workbook & Toolkit

  • Escape the "Technician Trap."

  • CASTLE™ framework included.

  • Master financial operations.

  • Prepare for exit/succession.

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Family Business: AI Empowerment Toolkit

  • Assess technological readiness.

  • Safe AI integration steps.

  • "Crawl, Walk, Run" strategy.

  • Outpace your competition.

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