Family Business Assessment Form

The contents of this form are entirely confidential from anyone other than the requester and family business personnel.

Complete this form to the best of your ability and we will respond back with an assessment to the email address provided. No charge, no sales, no catch.

1) Please select from the dropdown if the family member is currently working in the business and list the percentage of ownership each member currently has. Add one row per family member.*

Relationship	Percentage of Ownership

Click the plus to the right to add more family members.

2) The number of non-family members with substantial responsibility in the business?
3) Which generation is the current leadership generation?
4) The generation that holds the majority of the ownership?
5) On a scale from 1 to 10 with 10 being excellent and 1 being terrible please answer the following. On average among the family members in the business:
Communication.
Listening.
Conflict.
Operational Business Performance.
6) How many family business meetings a year do you have where all relevant members are present, and the topics and issues are regarding the family business or family members?
7) Board of advisors or directors
Do you have a board that actually meets multiple times a year?
- Yes
- No
How many members do you have on your board?
How many non-family members officially sit on your Board?
8) The next generation has the potential for/ sufficient:
Interest
Capability
Untitled
9) The next generation has worked outside of the family business?
- Yes
- No
10) The current generation is providing appropriate, meaningful and independent responsibility to the next generation
11) The current generation tends to retire:
12) The current family leader can quickly and easily access the financial statements, explain all of it, and all the data is accurate.
13) Do you have a family council?
- Yes
- No
14) How many non-family owners are there?
Acknowledgement of Terms*
- I certify that my intentions are sincere in requesting this family business assessment and there are no ulterior motives such as a competitor or someone trying to sell us something.
Please provide your name and email address to send results.
Name*
First Last
Email*
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Family Business Assessment Form

Family Business Assessment Services