The Family Business Playbook · Sider Road
Stop running your family business
on handshakes.
Everything that should be written down — professionally drafted frameworks, designed to be adapted by your local attorney.
- In practice since 1985
- Family business 20+ years
- Published Simon & Schuster
- Clients EY · PwC · NYU
Path 1 — The Playbook
Nine frameworks. Everything that should be written down.
Professionally drafted starting-point frameworks built from 40+ years of real family business work. Instantly editable in Word and PDF, designed to be finalized with your local attorney.
-
Roles & Decisions
Family Business Charter
Who's in charge of what — and what happens when you can't agree.
Buy nowFor informational use only. Not legal advice. Attorney review required before use. No attorney-client relationship is created.
-
Succession
Succession Plan Framework
What happens to everything you've built — when you can't be there.
Buy nowFor informational use only. Not legal advice. Attorney review required before use. No attorney-client relationship is created.
-
HR & Employment
Family Member Employment Agreement
The contract you wish you'd had before things got complicated.
Buy nowFor informational use only. Not legal advice. Attorney review required before use. No attorney-client relationship is created.
-
Conflict
Conflict Resolution Policy
The rules for when family and business collide — agreed before they need to be used.
Buy nowFor informational use only. Not legal advice. Attorney review required before use. No attorney-client relationship is created.
-
Strategy
Mission, Vision & Values Statement
Why you're all doing this — written down so everyone remembers.
Buy nowFor informational use only. Not legal advice. Attorney review required before use. No attorney-client relationship is created.
-
Roles & Decisions New
Family Council Meeting Pack
Run family meetings like a business — not like a difficult dinner.
Buy nowFor informational use only. Not legal advice. Attorney review required before use. No attorney-client relationship is created.
-
HR & Employment
Compensation & Roles Policy
What everyone gets paid — and why — so it's never a secret or a surprise.
Buy nowFor informational use only. Not legal advice. Attorney review required before use. No attorney-client relationship is created.
-
Succession New
Next-Generation Readiness Assessment
Is the next generation actually ready — the honest answer, not the hopeful one.
Buy nowFor informational use only. Not legal advice. Attorney review required before use. No attorney-client relationship is created.
-
Roles & Decisions
Shareholder & Ownership Agreement
What happens to the ownership if someone wants out, gets sick, or dies.
Buy nowFor informational use only. Not legal advice. Attorney review required before use. No attorney-client relationship is created.
Before you buy
Common questions, answered honestly.
Will these documents work in my state?
Yes — they're written as state-agnostic frameworks covering the issues every US family business needs to address. Your local business attorney handles the final state-specific adaptation (community-property rules, at-will employment carve-outs, succession statutes, and similar). Because you arrive with a near-complete draft, this is typically one short attorney review instead of a full drafting engagement — saving thousands in legal fees.
Why do I still need an attorney?
Because state laws change, and only a licensed attorney in your jurisdiction can finalize documents that will hold up legally. The Playbook gets you about 90% of the way there — your attorney isn't billing hours for the boilerplate they'd otherwise draft from scratch, only the state-specific finishing.
What format do I receive, and can I edit it?
You receive instant downloads in both Word (.docx) and PDF. The Word version is fully editable, with built-in editor notes flagging the clauses most likely to need state-specific or family-specific adjustment. Most families complete their first document in under 90 minutes.
- AI-generated frameworks based on 40+ years of practice
- Instant download after payment · Word + PDF
- Attorney review required before use
- Secure checkout · All sales final
How it works
From nothing written down to fully documented.
-
Choose your starting point
One document for the most urgent gap. The full library for a complete foundation. Or a direct engagement when the situation needs more than a framework.
-
Download and personalise
Frameworks arrive as editable Word documents with clear instructions built in. Most families complete their first document in under 90 minutes.
-
Bring it to the family
The document becomes the agenda for a structured family conversation — without anyone being the one who "started it."
-
Finalize with your attorney
Bring the near-complete draft to a local business attorney for final review and adaptation to your state. Arriving pre-drafted typically cuts legal fees significantly.
Path 2 — Work with Jocelyn directly
When you need more than a framework.
Real engagements built entirely around your situation, with the directness that comes from being in this work since 1985. For families where the complexity requires someone in the room.
-
The Strategy Hour
$450One 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 Playbook document of your choice included
-
Most requested
Governance Foundations
$4,500Full engagement · 2–3 weeksThe complete governance setup for a family business. Jocelyn works through your specific situation — the relationships, the history, the things nobody says out loud.
- 2 × 90-minute working sessions
- Custom family rules document
- Family member employment agreement template (for attorney review)
- Conflict resolution framework
- 30 days follow-up support
-
The Succession Blueprint
$12,000Full engagement · 4–6 weeksFor family businesses with an active leadership transition ahead. A complete transition framework — the conversations, the plan, and the handover structure — ready to bring to your attorney for final adaptation.
- 4 × structured working sessions
- Full written handover plan
- Ownership transition framework
- Next-gen readiness check
- Shareholder agreement first draft (for attorney review)
- 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 clients say
What families say afterward.
-
"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 Playbook document
All documents in The Family Business Playbook are AI-generated frameworks based on Jocelyn Greenky's professional experience working with family businesses. 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. 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.
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. Laws governing family businesses, employment agreements, succession, and ownership vary significantly by state and change frequently.
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.
Read the full disclaimer & terms of use