CENTER FOR FAMILY BUSINESS DYNAMICS
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Assessment Services for Family Enterprises


Family Relations & Boundaries

  • Assess boundaries between family, management, and ownership functioning
  • Family relations assessment in a family firm---personal boundaries, alliances, communication patterns
  • Sibling & cousin compatibility
Succession & Management
  • Succession fitness assessment
  • Assess succession training tracks & programs
  • Management and organizational development within firm or enterprise
Strategy & Governance
  • Assess whether to keep the family in the business and the business in the family
  • Keep or sell the business?
  • Board development (or lack)
  • Presence and appropriateness of governance structures and process

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