STRATEGY

A business strategy is your compass to sustainable growth, a greater multiple, and year-over-year success. With no forward movement, a company stalls and growth stops. The following questions will help you assess how visible your business strategy is to your team.

LEADERSHIP & TALENT

Your people are your greatest asset and a company cannot outgrow its leadership. This section measures how you are investing in your team - and even yourself as CEO - because leadership development is an investment in your business growth and legacy.

TRANSITION

The success of the business to serve future generations starts with the decisions you make today. Succession & Transition are not single, solitary events. It takes thoughtful planning, and this section will provide clarity on where your planning stands today.

NEXT CHAPTER

Three out of four owners regret selling the business within one year of doing so. Walking away from something you’ve spent decades working on requires preparation and a plan. This section will help you gauge how tightly your identity is tied to the company and the need for a next chapter plan.

FAMILY DYNAMICS & GOVERNANCE

Without Governance, unspoken expectations can damage even the strongest family bond. The questions below will help you take a snapshot of how prepared the family business is in setting clear expectations for both the employees and the family.

FINANCIAL GAPS

Do you know your numbers? And whether the business can deliver on that number between today and the start of your next chapter? This section helps owners uncover if financial gaps exist that may cause distress, lifestyle gaps, litigation, and family conflict.