Table of Contents
1 Cover
7 Acknowledgments and Appreciation
8 Introduction to the Continuity Model Generation
9 Part I: 21 Frameworks and 6 Meta-Frameworks Keystone Meta-Framework Four Foundational Theoretical Approaches Two Complementary Logics Three Circles Framework Familial Meta-Framework The Big Tent Framework RIPCC Best Practice Dimensions Four Ps Framework Four Cs Framework Individual Meta-Framework Five Servant Leadership Dimensions Four Tests Framework Four Leadership Priorities Four Exit Strategies Generational Meta-Framework Four Ls Framework Four Ownership Stages Four Entrepreneurship Principles Tactical Meta-Framework Family Enterprise Heterogeneity Frameworks Four Rs Framework Four Strategy Dimensions Framework Fundamental Meta-Framework Four Trust Dimensions Five-Stage Life Cycle Framework Church and State Framework Four Innovation Capabilities
10 Part II: The Continuity Canvas Strategy:Strategic Planning for Continuity Strategic Planning for Continuity I: Collecting and Collating Basic Information Strategic Planning for Continuity II: Cornerstone Concept Equals a Quadruple-Bottom-Line Scorecard Financial Perspective Social Perspective Environmental Perspective Talent Perspective Talent: Successors’ Talent Development Planning for Continuity Successors’ Talent Development Planning for Continuity I: Collecting and Collating Basic Information Successors’ Talent Development Planning for Continuity II: Cornerstone Concept Equals Develop an Informed Individual Philosophy of Stewardship Values – History – Legacy Financial Literacy and Value Creation Governance Role Preparation Individual Development Wealth: Asset, Wealth, and Estate Planning for Continuity Asset, Wealth and Estate Planning for Continuity I: Collecting and Collating Basic Information Asset, Wealth, and Estate Planning for Continuity II: Cornerstone Concept Equals Produce a Handwritten Individual Legacy Statement Governance: Governance Planning for Continuity Governance Planning for Continuity I: Collecting and Collating Basic information Governance Planning for Continuity II: Cornerstone Concept Equals Craft the Family's Governance Philosophy Business Governance Family Governance Ownership Governance The Foundation
11 Part III: Configuring a Plan for the Plans Configuration Plan One Configuration Plan Two Configuration Plan Three Configuration Plan Four