Resources > Assessments & Tools

These tools are a great conversation starter with your team – and yourself. Click on the category that interests you to view our Assessments & Tools and download a document or access online.

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  • Family Business Health Assessment
  • Family Business Personality Assessment
    There are many assessments that have been around for years such as Myers-Briggs and DISC.  These assessments have their place, however, to begin the process, we have found a very practical and easy to understand assessment tool named the Path Elements Profile (PEP) assessment by Laurie Beth Jones. This a third party website and is not affiliated with Compass Point. They do charge a $29 fee for each profile.

NEXT STEPS?

Some of the tools above we have developed as a results of working with dozens of clients over the years. Others are resources from business experts that we have come to know and truly value their insights. Check out our Strategic Alliances for more tools & information.

If after exploring these tools, you need a more indepth conversation, contact us. It’s what we do!

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