Tools for You and Your Team

We have developed a number of products to support family business advisors in the implementation of the learnings from the Most Trusted Advisor program. These products are designed to provide education for current and prospective clients, and to open the door to discussion around the issues that will result from an eventual change in leadership.

Family Business Questionnaire

Our SuccessCare® Questionnaire is designed to help you, the individual family members, and the business owner gain a snapshot of:

• The family and business situation
• The nature of the issues and conflicts that exist within the family and the family business

• The areas where family consultation and business planning activity are most needed

It is an easy-to-use tool that will help you identify the different perspectives family members have around factors that are important to the continuity of their family business. It provides a benchmark of where the family and business is now in terms of its business, succession, retirement planning activity etc.

As it also identifies the areas where the family is consistent in its perceptions, it is a valuable tool in identifying the family’s common interest. On the other hand, it helps to identify the conflicts and differences of opinion that need to be resolved to facilitate the development of a successful family business and/or transfer of ownership and management to the next generation.

Methodology

• Each member of the family business independently completes the questionnaire. All submissions are confidential as each person is assigned their own password to complete the survey online.
• The surveys are interpreted to identify each individual's viewpoints on thirteen different subjects.
• Each family member will receive a chart showing the results of their survey. The chart highlights any building blocks for the future or areas for concern going forward. The following is a sample of one individual result.