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