Periagoge
Scenario

When business partners need to plan for inheritance and succession

My business partner wants to set up our partnership agreement so their spouse inherits their share if something happens, but I'm worried about being in business with someone I don't know, and we haven't figured out how to protect both our families.

More people experience this than they realize.

What we've seen

Two people must balance loyalty to their families with the practical realities of business continuity.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Money and death — estate and inheritance?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.