Assessment
Is Yours Truly a Family Business - and How Ready Is It for the Future?
Many businesses are family-influenced, but few truly operate as family enterprises. Understanding where you stand is the first step toward sustainable success. Our Family Business Assessment helps you uncover whether your company qualifies as a family business, how strong its foundations are, and where growth or governance improvements are needed.
Using our proprietary diagnostic tool, we evaluate ownership, leadership, and relationship dynamics to provide a clear picture of your business’s health and succession readiness.
Is Yours Truly a Family Business - and How Ready Is It for the Future?
Many businesses are family-influenced, but few truly operate as family enterprises. Understanding where you stand is the first step toward sustainable success. Our Family Business Assessment helps you uncover whether your company qualifies as a family business, how strong its foundations are, and where growth or governance improvements are needed.
Using our proprietary diagnostic tool, we evaluate ownership, leadership, and relationship dynamics to provide a clear picture of your business’s health and succession readiness.
Identify, Analyze, and Secure Your Family Business in 3 Steps
01
Take the 30/40 – minute assessment
Assessment Fee: $100
Answer simple questions to determine if your business qualifies as a family business and uncover hidden risks evaluate your business health.
A one-time assessment fee of $100 applies to generate your initial profile.
02
Get Your Instant Report
Receive a personalized report with your Family Business Score™ and challenge analysis.
You will receive a personalized summary that highlights critical gaps in your succession readiness and family governance.
03
Build Your Sustainability Plan
Premium Sustainability Roadmap (Starting at $499)
Upgrade to a custom roadmap for succession, governance, and conflict resolution – starting at $499.”
This comprehensive plan provides deep-dive strategies for conflict resolution, legal succession frameworks, and long-term wealth preservation.
What’s Inside Your Family Business Assessment?"
Sample Questions:
- Are key leadership roles held by family members?
- Do you have a formal succession plan?
- How are financial decisions approved in your business?
Sample Report:
Family Business Score
Governance
Finances
Succession
Trusted by Family Businesses Worldwide
Professional Accuracy
Our proprietary scoring system is validated by family business experts.
Actionable Insights
Turn data into strategies with our Sustainability Planning Toolkit.
100% Confidential
Your data is encrypted and never shared.
Disclaimer:
The short reports and rankings generated by our online assessment are based solely on the information you have provided. They are a preliminary diagnostic tool designed for self-evaluation and strategic discussion and are not a final, definitive verdict on the state of your family business.
Please be aware that these reports are not valid for court, judicial, or any legal proceedings. They are not a substitute for professional legal, financial,or governance advice.
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