The Family Business Playbook · Sider Road
The Family Business Playbook: stop running your business
on handshakes.
The Family Business Playbook is everything that should be written down — professionally drafted frameworks you can adapt with your local attorney.
- In practice since 1985
- Family business 20+ years
- Published Simon & Schuster
- Clients EY · PwC · NYU
Path 1 — The Family Business Playbook
Nine Family Business Playbook frameworks. Everything that should be written down.
These are professionally drafted starting-point frameworks, built from more than 40 years of real family business work. And because every document opens in both Word and PDF, you can edit it today and then finalize it with your local attorney.
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Roles & Decisions
Family Business Charter
Who's in charge of what — and what happens when you can't agree.
DownloadFor informational use only. Not legal advice. Attorney review required before use. No attorney-client relationship is created.
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Succession
Succession Plan Framework
What happens to everything you've built — when you can't be there.
DownloadEducational framework only. Specifically, this is not legal counsel. Local attorney review required. No attorney-client relationship is created.
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HR & Employment
Family Member Employment Agreement
The contract you wish you'd had before things got complicated.
DownloadInformational starting-point framework. Furthermore, attorney review is required before use. No legal advice. No attorney-client relationship is created.
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Conflict
Conflict Resolution Policy
The rules for when family and business collide — agreed before they need to be used.
DownloadSpecifically informational only. Not legal advice. As a result, attorney review is required before use. No attorney-client relationship is created.
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Strategy
Mission, Vision & Values Statement
Why you're all doing this — written down so everyone remembers.
DownloadAn educational draft only. In fact, this is not legal advice. Attorney review required before use. No attorney-client relationship is created.
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Roles & Decisions New
Family Council Meeting Pack
Run family meetings like a business — not like a difficult dinner.
DownloadProvided as a framework. Not legal advice. Meanwhile, attorney review is required before use. No attorney-client relationship is created.
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HR & Employment
Compensation & Roles Policy
What everyone gets paid — and why — so it's never a secret or a surprise.
DownloadFurthermore, this is for informational use only. Not legal advice. Attorney review required before use. No attorney-client relationship is created.
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Succession New
Next-Generation Readiness Assessment
Is the next generation actually ready — the honest answer, not the hopeful one.
DownloadAs an educational tool, not legal counsel. State-specific attorney review required. No attorney-client relationship is created.
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Roles & Decisions
Shareholder & Ownership Agreement
What happens to the ownership if someone wants out, gets sick, or dies.
DownloadDrafted as an informational framework. Not legal advice. Instead, attorney review is required before use. No attorney-client relationship is created.
- AI-generated frameworks based on 40+ years of practice
- Instant download · Word + PDF
- Attorney review required before use
- All sales final · Digital delivery
How the Family Business Playbook works
From nothing written down to fully documented.
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Choose your starting point
Pick one Family Business Playbook document for your most urgent gap, the full library for a complete foundation, or a direct engagement when the situation needs more than a framework.
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Download and personalise
Each framework arrives as an editable Word document with clear instructions built in, and most families finish their first one in under 90 minutes.
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Bring it to the family
The document becomes the agenda for a structured family conversation — without anyone being the one who "started it."
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Finalize with your attorney
Bring the near-complete draft to a local business attorney for final review and adaptation to your state. Because you arrive pre-drafted, you usually cut your legal fees significantly.
Path 2 — Work with Jocelyn directly
When you need more than a framework.
These are real engagements, built entirely around your situation, with the directness that comes from working in this field since 1985. And they suit families whose complexity calls for someone in the room — because sometimes the Family Business Playbook alone isn't enough.
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The Strategy Hour
$750One hour · Private sessionOne focused hour with Jocelyn. You bring the situation — she brings decades of pattern recognition and zero hesitation about telling you what she actually sees.
- 60-minute private video or phone session
- Written summary delivered within 24 hours
- Priority email support for 7 days
- One Family Business Playbook document of your choice included
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Most requested
Governance Foundations
$4,500Full engagement · 2–3 weeksThe complete governance setup for a family business. Here Jocelyn works through your unique situation — the relationships, the history, the things nobody says out loud.
- 2 × 90-minute working sessions
- Custom family rules document
- Employment contracts for family members
- Conflict resolution framework
- 30 days follow-up support
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The Succession Blueprint
$12,000Full engagement · 4–6 weeksFor family businesses with an active leadership transition ahead. Together you build a complete handover plan, an ownership framework, and the conversations that make the difference.
- 4 × structured working sessions
- Full written handover plan
- Ownership transition framework
- Next-gen readiness check
- Shareholder agreement first draft
- 60 days follow-up support
All engagements begin with a free 20-minute private call. No commitment. · For on-site work see the Family Business Intensive
What Family Business Playbook clients say
What families say afterward.
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"Jocelyn approached the delicate situation with a unique perspective and a calm demeanor. She solved the matter with aplomb — and left the family stronger than she found it."
Samantha Reiss · Family Business Client -
"I've been working with Jocelyn for almost 20 years. Her ability to understand the issues and implement a roadmap to move forward have been instrumental in achieving success."
Stuart Brownstein · President, Colin Cowie -
"We can't thank Jocelyn and her team enough. She worked tirelessly and went over and above every request at every turn."
Nancy D'Agostino · Co-CEO, D'Agostino's Supermarket
Important — please read before purchasing any Family Business Playbook document
Specifically, all documents in The Family Business Playbook are AI-generated frameworks based on Jocelyn Greenky's professional experience working with family businesses. Furthermore, they are provided strictly for informational and educational purposes and do not constitute legal, financial, or professional advice of any kind.
No attorney-client relationship is created by your purchase, download, or use of any document. In fact, Sider Road is not a law firm. No communication through this website — including email — constitutes legal advice or creates a professional relationship of any kind.
As a result, you must consult a licensed attorney in your state or jurisdiction before implementing, signing, or relying on any document in any legal or governance context. Meanwhile, laws governing family businesses, employment agreements, succession, and ownership vary significantly by state and change frequently.
Furthermore, Sider Road LLC and Jocelyn Greenky expressly disclaim any liability arising from the use of these documents. Total liability for any claim shall not exceed the purchase price paid for the specific document.
By purchasing or downloading any document from this page, you acknowledge that you have read and understood this notice.