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Assessment Tools arrow Family Business Toolkit



Family Business Toolkit


Price: $300.00


The Family Business Toolkit includes: 

  • 2 Books: Prescriptions For a Healthy Family Business and You Don’t Have to Die to Win
  • Audio CD: Wonder, Thunder, Plunder, or Blunder: Which Best Describes Your Family Enterprise?
  • 2 Research Papers: Blunt Advice for Multi-Generation Family Companies and Conflict Resolution in Family and Closely Held Businesses
  • The Family Business Health Assessment
  • 80 Questions Every Family Business Owner Should Answer

Topics in toolkit include:

  • Life Cycle of the Family Business
  • Stark Differences and Incompatibilities between the Business Entity and the Family Entity
  • Megatrends in Family Businesses
  • Why Senior Generations Have a Hard Time Letting Go
  • Ten Point Family Business Planning Checklist
  • How to Develop, Cope, and Manage Family Business Money and Power
  • The Ten Most Common and Costly Estate and Succession Mistakes Made by Family Business Owners
  • The Perceived Future of the Family Business Management
  • The Perceived Future of Family Business Ownership
  • Perceptions of Company Direction by Family Members and Non-Family Owners/Managers
  • Family Stages
  • Business Stages
  • The Male Aging Process
  • Twelve Step Exit Strategies
  • “Drop Dead” Planning
  • Strategic Planning
  • Definition of True Conflict
  • Irrelevance of Past Behaviors
  • The Myth that All Conflicts Are Resolvable
  • The Negatives of Avoidance
  • Conflict Resolution Strategies
  • Tips for Third Party Mediators
  • Intergenerational Transfer
  • Ineffective Behaviors of Senior and Junior Generations
  • Consequences of Poor Transition Planning