Assessment

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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.

Answer simple questions to determine if your business qualifies as a family business and uncover hidden risks.

02

Get Your Instant Report

Receive a personalized report with your Family Business Score™ and challenge analysis.

03

Build Your Sustainability Plan

Upgrade to a custom roadmap for succession, governance, and conflict resolution – starting at $499.” 

What’s Inside Your Family Business Assessment?" 

Sample Questions:

  1. Are key leadership roles held by family members?
  2. Do you have a formal succession plan?
  3. How are financial decisions approved in your business?

Sample Report:

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Family Business Score

Governance

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Finances

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Succession

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Trusted By Family Businesses Worldwide

AI-Powered 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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