Resources for
NAPFA Attendees
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Welcome, NAPFA Attendees!

Enjoy our curated resources on internal succession for both owners and next generation owners.

Owner Resources

Identifying A Successor Identifying A Successor
Ownership Eligibility Ownership Eligibility
Building Equity Pathways Building Equity Pathways
Creating Synthetic Equity Creating Synthetic Equity

Next generation Owner Resources

Honing Ownership Traits Honing Ownership Traits
Benefits of Synthetic Equity Benefits of Synthetic Equity
Starting the Ownership Conversation Starting the Ownership Conversation
Preparing Yourself and Your Boss for Ownership Preparing Yourself and Your Boss for Ownership

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