Initial assessment or discovery

During this phase, family and stockholder goals are appraised and we learn about “presenting issues or symptoms” and how they are impacting the family and business.  This information is used to expand or narrow the scope of the assessment to make the most effective use of time and money.

Main Assessment

The focus of these interviews is on the “intersection” of family, business and ownership goals and interests.  Areas of attention may include:

• The company’s ability to meet long-term personal and financial goals of the owners
• Ownership and management succession issues and expectations
• Professional experience and performance of both family and non-family roles in the company
• Business and family interaction patterns
• Integration of non-family professionals into the business
• Current business strategy development
• Current status of company wide business systems
• Presence of legal and financial protections related to family business relationships

Implementation

Provide the resources necessary to foster family business strength and address weaknesses in the business/ownership/family interface

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