Would you like to pinpoint the critical issues which must be addressed for improved communication, transition planning, as well as leadership and ownership succession for families-in-business or families of wealth? The Assessment Tools are the answer.
Multiple stakeholders including key advisors, managers, and extended family members complete a questionnaire either on-line or by filling out a questionnaire downloaded from this web-site. Based on the stakeholders’ responses, a forty-five page comprehensive report is written covering twelve factors for business success.
- The Business Partners Assessment ToolTM is designed for a closely-held business of unrelated owners or for sibling and cousin groups who control a common business.
- The Family Business Assessment ToolTM is designed for multi-generation families in business where the interaction between two generations drives the critical issues facing the business.
- The Family Wealth Dynamics Assessment ToolTM is designed for families of wealth where the interaction between the generations or among siblings or cousins drives the critical issues concerning the transition of wealth.
Each of the Assessment Tools consists of 64 statements which are answered by family members, advisors, and other stakeholders who know the family’s situation. To keep this demonstration simple, we illustrate the process with four statements dealing with strategic issues.
Instructions:
Select the Assessment Tool that best suits your needs, and then proceed by responding to the four questions. When you are finished with your answers, select “Continue”. For this demonstration, sample graphs are presented, but are not based on your answers to the questions.
The actual Assessment Report consists of a summary graph, as well as a detailed graphic analysis for each of the twelve key success factors. Based on the responses of all respondents to the questionnaire, written interpretations and suggested actions plans are organized into a forty-two page report tailored for your family business or wealth transition situation.
Select One:
The Business Partners Assessment ToolTM
The Family Business Assessment ToolTM
The Family Wealth Dynamics Assessment ToolTM
