Family Enterprise Assessment – Next Step Advisors

Has the family determined how decisions will be made by the future owners?*

Does the family have an agreed upon strategy for resolving disagreements and/or conflicts?*

Has it been agreed as to how the future CEO of the family business will be selected?*

Has the elder generation defined how much money needs to be set aside to fund their retirement?*

Does the family business have a board of directors that meets regularly and includes at least 3 outside independent members?*

Is there a current written strategic plan for the family business that the shareholders, board and management have all agreed to?*

Does the family hold regular meetings, at least 2-3 times per year, in order to build unity and understanding?*

Have successors been given a choice between becoming a managing owner, a governing owner or an investing owner?*

Do members of the family understand the different decision making responsibilities of shareholders, board members and management?*

Is the next generation included in a “shared decision-making process” on important topics related to the family and the business?*

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