The FAMILY

Transition

Table

Fix the Dynamics.
Protect the Legacy

Generational leadership. Succession planning. Protecting your business—and your relationships.

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What is The Family Transition Table?

The Family Transition Table is a 3-month roundtable exclusively for family businesses preparing for potential sale, leadership transitions, succession planning, and generational power shifts;  family business drama meets its match. It’s a no-BS roundtable for families ready to fix power struggles, awkward silences, and “we’ll talk about it later” leadership handoffs. Bring your best intentions—and your thick skin.
Tight circle. Deep trust. Big change.

The Family Table is for you if…

  • You’re a founder ready to hand over the reins—without losing your mind (or your margins).
  • You’re a next-gen leader preparing to step up—and step out of the family shadow.
  • Your family is fighting, freezing, or floundering over internal operations and / or who’s next in line.
  • You’re walking the tightrope between legacy and innovation—and feeling the wobble.
  • You’re serious about protecting the business and the bloodline—without sacrificing either.
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Who Should Join?

How

it

works

  • Dates:
    • Rountable A: Starts May 16, 2025 (currently enrolling)
    • Rountable B: Starts July 11, 2025
    • Rountable C: Starts September 5, 2025
  • Time: Every other Thursday, 7:00 AM EST
  • Format: Live Zoom sessions
  • Group Size: 3 families (2 participants per family)
  • Topics: Chosen by participants via survey
  • Confidential environment with a signed Non-Disclosure Agreement

Topics We Explore Together

Sample areas include:

  • Succession Isn’t A Plan.  It’s a pressure cooker.
    • You don’t need a spreadsheet. You need a strategy—and maybe a referee.
  • Founder’s Dilemma:  Letting Go Without Losing Control 
    • Managing ego, identity, and ownership when it’s time to pass the torch.
  • Managing sibling and spouse dynamics
    • How to stop family rivalries from destroying the business
  • Communication Breakdown:  The Silent Business Killer
    • From side-eyes to blowups—turning passive-aggressive patterns into productive dialogue.
  • The Family Operating System 
    • Creating agreements, rituals, and governance that protect the business and the relationships.
  • Blood Is Thicker Than Water—But Is It Good For Business
    • Is that helping—or holding you back?  Legacy is earned, not assumed. 
  • Thinking of firing your kid—or promoting him / her?
    • Nepotism or next-gen leadership?
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Investment

Financial

Investment

  • $1,102 per month
  • 6 sessions;  $3,307
  • Payment details provided after acceptance.

Emotional Investment

Joining The Family Transition Table means showing up ready to do the work—not just on the business, but on the relationships that fuel (or fracture) it.

  • Listening deeply to family members you may work with daily, but haven’t really heard in years.
  • Being brave enough to have conversations that are overdue, uncomfortable, or emotionally charged—but essential for moving forward.
  • Choosing growth over grudges, clarity over comfort, and the long game over short-term avoidance.
  • Being honest about the unspoken tension, old wounds, or elephant-in-the-boardroom no one wants to address.
  • Letting go of assumptions, roles, and control that no longer serve the business—or the people in it.

Ready to Take Your Seat at the Table?

Secure the Future. Strengthen the Family.

Generational transition isn’t just a leadership issue—it’s a legacy issue.

At The Family Transition Table, we provide the structure, support, and strategy your family business needs to move forward with clarity and confidence.  No drama. No judgment. Just the courage to have the conversations that matter most.

Now is the time to invest in your people, your plan, and your future.

Only 3 families per cohort.
Applications are reviewed on a rolling basis.

Apply Now