CENTER FOR FAMILY BUSINESS DYNAMICS
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Tool Box for Family Firms


Assessment Tools:

  • Quick Test--Family Firm Succession Readiness ---This short 20 item checklist serves as a "quick test" and provides instant and insightful feedback on the current state-of-affairs of your family firm. The Quick Test takes about two minutes to complete. Free PDF download--click on Quick Test. Click on Acrobat icon for free PDF reader program.


  • Solution Sage Family Business Assessment tool --- On-line assessment of succession & strategic readiness for family firms (free demo available).

  • Genograms --- Introduction to genogram tool for diagnosing family relationships graphically.

Implementing Change:

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