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

Implementing Change: