---
title: AeyeCRM Blog | succession planning checklist
description: succession planning checklist | Plain-English articles on CRM, Sales Process Automation, and family business succession from AeyeCRM in Austin, TX. Built on The 7 Principles.
---

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Featured · Family Business

## [Handing Down the Business: Why You Need Salesforce First](https://aeyecrm.com/blog/handing-down-the-business-why-you-need-salesforce-first)

Philip Shannon · 8 min read

The single biggest reason succession plans fall apart isn't legal, financial, or family drama — it's that the business runs in one person's head. Here's how a CRM closes that gap.

[Read the post →](https://aeyecrm.com/blog/handing-down-the-business-why-you-need-salesforce-first)

### More from the blog

Not Sure Where To Start?

## Find out if your family business is succession-ready in 7 minutes.

The Succession Scorecard scores your business across seven dimensions and gives you a personalized PDF with where to focus first.

[Take the Scorecard →](https://successionscorecard.com) [CRM Selection Guide](https://aeyecrm.com/crm-selection-guide-for-family-owned-businesses)

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##### CRM Comparison

- [Salesforce vs HubSpot](https://aeyecrm.com/crm-services/salesforce-vs-hubspot)
- [Salesforce vs Zoho](https://aeyecrm.com/blog/zoho-vs-salesforce-crm-comparison)
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- [Salesforce vs Pipedrive](https://aeyecrm.com/blog/pipedrive-vs-salesforce-crm-comparison)
- [Salesforce vs Zendesk](https://aeyecrm.com/blog/zendesk-vs-salesforce-crm-comparison)

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