Hubler For Business Families
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    • Succession Planning
    • Ownership Planning
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  • Home
  • About
    • Tom Hubler
    • Media Kit
    • News & Press
  • Services
    • Succession Planning
    • Ownership Planning
    • Management and Leadership Planning
    • Business Planning
    • Family Planning
    • Family Renewal Retreat
  • Speaking
    • Events
  • Book
  • Resources
    • Free Assessment
    • Case Studies
    • Vision for Success
    • Blog
  • Contact

Suc​cession  Planning

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The concept of Inside-out Succession planning was coined by Tom Hubler from the realization that owner-entrepreneurs must first decide WHY to develop a succession plan. They must ask and answer "What is my core purpose?" Only then can a plan truly succeed. What is that core purpose? Why would an entrepreneur plan for succession? Age? Family pressure? The feeling that "it's time to pass the baton?" Yes ... and no.

Yes, there can be different core purposes. They represent the inside ring of the model and include economic security, health, family unity and legacy. These four core purposes adequately identify the range of motivations for succession planning, which we will discuss in a moment. But, no, a core purpose will not produce a successful succession plan as long as it remains vague or undefined, such as "I'm getting too old for this."

​The entrepreneur who has a clear purpose is motivated to give direction to the plan. Once motivated, the entrepreneur can integrate that core purpose into the four different, yet related, plans. These four plans are the perimeter of the Inside-out Succession Plan model
: Ownership Planning, Management & Leadership Planning, Business Planning and Family Planning. Learn more about each of our succession planning services and how they can help grow and maintain your family-owned business! 

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Ownership Planning

Ownership Planning is a part of succession planning having to do with how the ownership is transferred to the next generation.  It focuses initially on the economic security issues for the parents and determines whether or not the stock will be gifted, sold, or the form in which it will be transferred.
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Management and Leadership Planning

Management and Leadership Planning has to do with the leadership development process for the next generation of adult children in family businesses.  It includes helping the family members identify their gifts and how to effectively utilize those gifts within the family business. ​
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Business Planning

All family businesses have a business plan -when there is only an owner-entrepreneur, the business plan is usually in his/her head and works effectively. ​
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Family Planning

Family Planning in a family-owned business focuses on preserving family relationships.  Essentially, business and financial differences will erode family relationships - it is only a matter of time.  ​
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TOM HUBLER WILL GIVE YOU A FREE ORIENTATION.

Does your family business need help with succession planning, conflict resolution, management or other issues? If so, we'll arrange a one-on-one orientation meeting with you and Tom Hubler to help you explore the possibilities of working with us. If you choose, your family and business associates can also attend. Here, in a relaxed environment, you can talk about:
  • Key family business issues
  • Plans necessary for the success of your family-owned business
  • Possibilities and expectations
  • Terms of the relationship
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About

Hubler for Business Families helps family businesses manage the boundary between their business/financial concerns and family relationships.

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Services

Succession Planning
​Management and Leadership Planning
Ownership Planning
Business Planning
Family Planning
Family Renewal Retreat
Managing Conflict
S​peaking

Platinum Group

​​Hubler for Business Families and Platinum Group are merging to meet the unique challenges of family owned businesses.

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Resources

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Case Studies
​Vision for Success
​Other Resources
Site Map
​The Soul of Family Business

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