Company Assessment

Satisfaction Level
(1=low ; 5=high)

How Satisfied are you with:

1

2

3

4

5

Company’s ability to meet owner long-term personal and financial goals?

Current plans for ownership succession of the business?

Professional experience and performance of family members in the family business?

Differentiation between family and business roles within the family business?

Current professional development plans for family and non-family members in the business?

Current plans for management and leadership succession (as differentiated from ownership) within the business?

Family interactions concerning the direction of the business?

Family interactions within the business?

Communication regarding the business with family members currently outside the management and ownership of the business?

Legal and financial protections in place for the business in case of divorce, death or incapacity of key family leaders and/or owner?

Capacity of family employees, managers and owners to deal effectively with conflict?

Ability of Board of Directors to guide the business?

Integration of non-family professionals into the family business?

Incorporation of outside advisors on to the Board of Directors?

Capacity of the business to stretch beyond traditional family viewpoint to meet future marketing, operations, systems, industry requirements and challenges?

Current business strategy development and implementation?