Family Business Assessment

We have found that every family business system is unique with their own areas of strengths and opportunities for improvement. Through a customized assessment process designed to look holistically at family businesses, our expert consultants will provide feedback based on best practices in areas for improvement as a family, as owners, and as a business.

Consider the benefits:

  • Gain an outside objective perspective into your family business
  • Understand the key areas needed to improve and grow
  • Increase communication about important topics in your family business
  • Prepare for a transition to the next generation

At the completion of the assessment, an in-person meeting will be conducted with key owners to review the findings.  A written report will be provided outlining key strengths and weaknesses, and recommendations for the future.