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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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Leo's Family Business Tool-Box

As a 2nd-generation successor with hands-on experience in family business dynamics, I've created these free tools to address the real challenges owners and successors face.

These tools help you diagnose risks, facilitate key conversations, assess next-gen readiness, and establish strong governance—empowering you to protect your legacy and ensure smooth transitions.

 

From uncovering hidden threats to scripting empathetic discussions, each resource draws from proven strategies used in GCC and global enterprises.

 

Download below to gain immediate insights and take the first step toward confident leadership.

The 7 Killers Self-Assessment Tool

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A diagnostic worksheet designed to help family business owners identify and evaluate the seven silent threats to successful succession. Includes self-scoring sections, risk analysis prompts, and actionable recommendations tailored for multi-generational enterprises.

Uncover invisible pitfalls that could erode your legacy before they become irreversible—based on real-world insights from family boardrooms, this tool empowers you to act early and protect what generations have built.

Governance Structure Framework for Family Businesses

A comprehensive guide outlining how to build effective family councils, board structures, and decision-making protocols. Features step-by-step frameworks, templates, and best practices for ensuring harmony, accountability, and long-term stability in family enterprises.

Establish a solid governance foundation that safeguards wealth, resolves conflicts, and supports seamless transitions—drawing from executive coaching expertise, this guide helps you create systems that let your family business thrive across generations.

Family Succession Conversation Starter Template

A set of pre-scripted dialogue prompts to facilitate confident and empathetic succession planning discussions. Includes scenario-based starters, empathy-building phrases, and follow-up questions to navigate sensitive topics with family members.

Break the silence on tough issues like control, roles, and expectations without sparking drama—this template equips you to foster open, productive talks that strengthen family bonds and align everyone on the future.

Next-Gen Readiness Assessment Checklist

A comprehensive evaluation toolkit for assessing the preparedness of next-generation leaders in family business succession. Covers skills, mindsets, gaps, and development plans with detailed checklists and scoring guides.

Ensure your successors are equipped to lead without guesswork—this checklist helps you spot strengths, address weaknesses, and build a confident pipeline, turning potential risks into opportunities for growth.

 

Download Checklist
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