Grown in Marin
University of California
Grown in Marin

Succession Planning: It's Time to Make a Plan - 11/16/16 & 11/17/16

Paulette at board_cropped

This two-day workshop proved to be everything that was hoped for, giving ranch families the tools and confidence to plan for succession of their ranches and business. As one participant said “Very valuable and I will put a plan together based on the information provided.” Another said, “This workshop could be offered again and I would take it again and recommend it to all my family members and neighbors.”

For those that participated and those that did not, the presentations and other resources shared during the workshop are provided below for future use.  For more information on this workshop and related resources, contact David Lewis at or (415) 473-4204.





  • Perpetuating the Family Business: 50 Lessons Learned From Long Lasting Successful Families in Business by John Ward. Basinstoke: Palgrave Macmillan.
  • Good to Great: Why Some Companies Make the Leap and Others Don’t by Jim Collins. HarperCollins.
  • Crucial Conversations by Grenny and Patterson. McGraw-Hill Education.
  • Getting to Yes: Negotiating Agreement Without Giving In by Fisher and Ury. Penguin Books.
  • The Enduring Legacy: Essential Family Business Values by Lance Woodbury. Life Stories, Inc.
  • I’m Stuck, You’re Stuck by Tom Ritchey. Inscape Publishing.
  • Farm Business & Estate Planning by Neil Harl
  • Family Business Magazine

Personality Inventory Tools

Other resources

Webmaster Email: