Your Family Business Assessment

Your Family Business Assessment

The initial Family Business Assessment provides family business owners with a practical roadmap in key areas of their business to successfully transition to the next generation of management and ownership.

The 6 Key Areas include:

  • Strategic Planning
  • Financial Management
  • Workforce Management
  • Family Governance
  • Succession Planning
  • Professional Advisors

The goal is to identify and work towards a desired future value of your business to maximize your investment and put in place systems to maintain and improve the strength of the organization. Contact Us To Learn More.

Case Study:

A manufacturer of lighting products
for residential and commercial markets.
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