SUPPLEMENT UPDATE: Business Succession Planning Forms and Practice Manual, October 2022 (1.13)

by H.F. “Rick” Riebesell, Esq.

Availability: In stock.


Current Customers: Pay for your annual supplement update here

SUPPLEMENT UPDATE: Business Succession Planning Forms and Practice Manual, October 2022 (1.13)

Important Notice:

Only Data Trace Publishing Company customers with a current subscription to this hard copy legal manual should use this portion of our site to pay for your recently received update.* Once payment is received, the corresponding legal manual forms may be downloaded to your computer.

  • *Due to the electronic nature of our forms, we are unable to offer a refund once the forms are downloaded.
  • Note: The forms are licensed to a single individual book purchaser for his/her use only.

**If you have any questions regarding other payments, please contact a customer service representative for assistance:

Toll free phone: 1-800-342-0454


H.F. (“Rick”) Riebesell is the principal consultant of Business Transition Consulting LLC. He specializes in finding solutions for the problems of owners of closely-held (owner-managed) businesses. Rick was a practicing lawyer for over thirty years.

He is experienced in business transactions of all types and understands sophisticated estate planning. He has helped businesses with issues including business succession, asset protection, marital agreements, wealth accumulation, and transactions involving the sale and acquisition of businesses. Rick has a special interest in the problems of family-owned enterprises.

Important features of this year's supplement include:

  • A new chapter on Product Over Process – Using a Different Paradigm;
  • An abridged Owner Agreement containing buy-sell provisions. Create an environment where the owner will create the sustainable planning environment to implement the Owner Agreement;
  • A detailed three-step process allowing a Starter, Standard, and Advanced engagement with a provided PowerPoint presentation; and
  • A detailed method of beginning with offering a product in order to create the process necessary for business success.


          Paying for your supplement update and accessing the forms just got easier!

Pay online for your recently received supplement update using the "Add to Cart" button above, and then download and access all of the forms in digital format. We have replaced our CDs with a convenient ZIP file containing the ready-to-use, customizable documents so that you can easily open and modify the forms.

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