Family Business Assessment Tool-A For Business Advisors
Introduction
Family businesses are not just economic entities—they are emotional legacies, deeply rooted in tradition, trust, and transition. As they evolve across generations, they face unique challenges that require specialized advisory tools and thoughtful facilitation.
This booklet, "Family Business Advisory Tool-A," is designed as a comprehensive guide for family business consultants, internal advisors, and business-owning families. It combines decades of practical experience with modern assessment techniques to uncover hidden dynamics, measure governance maturity, and guide generational transition planning.
This tool offers:
- Structured frameworks across the ten pillars of business health.
- A 5-point rating system to evaluate readiness and determine priorities.
- Proven facilitation techniques for handling difficult discussions.
- Templates for action planning, follow-up, and progress measurement.
This tool features:
1. A comprehensive framework covering 10 core pillars of family business health.
2. A professional presentation with a well-organized layout, clear headers, and structured tools.
3. Practical application through an actionable scoring tool and implementation guide are actionable.
4. Credibility: Backed by your exceptional experience and global impact.
5. Flexibility: Adaptable for small, medium, or multi-generational family businesses.
This tool has been developed to help unlock deeper conversations, uncover hidden challenges, and create sustainable transitions in family-owned enterprises.
🔹 Assess 10 core areas of family business health
🔹 Structured 5-point scoring system
🔹 Guided action planning and follow-up framework
🔹 Built-in coaching techniques and facilitation tools
For In-house Consultants:
Score your business
Discover hidden risks
Plan transitions
Improve communication
Build a legacy
