Succession Conversation Cards
Structured digital cards for the succession conversations that are difficult to start and easy to avoid.
Choose the 12-card Professional Services deck or the 52-card Family Business deck. Digital access is immediate.
Choose Your Deck
Select the edition built for your transition.
12-Card Succession Deck
For professional services firms navigating leadership and partner transitions.
- 12 digital conversation cards
- Facilitator guide included
- Instant access
52-Card Family Business Deck
For family businesses navigating succession across generations, roles, ownership, relationships, and legacy.
- 52 digital cards across 9 categories
- Senior leader and next-generation perspectives
- Instant access
How the Cards Work
Pick a topic, use the framework, have the conversation.
Pick a Card
Choose the succession topic you need to discuss.
Flip for the Framework
Use the discussion framework on the reverse side.
Have the Conversation
Use the prompts to keep the discussion focused and productive.
What the 52-Card Family Business Deck Covers
The 52-card deck covers nine family business succession topics.
Interest and Readiness
Roles and Territory
Innovation vs. Tradition
Work-Life Boundaries
Financial Expectations and Ownership
Client Relationships
Compatibility
Performance Management
Exit Planning and Legacy
Choose the deck that matches your transition.
Start the Conversations That Matter
Start the conversations with a structure built for succession.

