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Family Business Planning: The Family Business Diagnostic
Family Business Planning

Assess your current situation

The Family Business Diagnostic™ is an exploration of the business and the family from a variety of perspectives. The Family Business Diagnostic™ consists of personal, confidential, one-on-one interviews with all stakeholders, our proprietary Family Business Health Assessment, personality profiling, the analysis of corporate financials, the analysis of personal financials, benchmarking of corporate data, the analysis of testamentary documents, and the analysis of shareholder agreements. The Family Business Diagnostic™ is a top to bottom "family business physical" conducted by one of our experienced consultants. The Family Business Diagnostic™ normally takes 2-3 months from start to finish.