The Family Business Institute analyzes virtually all areas of your business. The analysis begins with your Mission and Vision and carries through Organizational Effectiveness, Leadership Planning, Strategic/Business Planning, Hiring the Right People, Operations, Sales and Marketing, and Management Controls. The work product of the analysis is a documented understanding of what the business does well as well as what is lacking.

The Family Business Institute uses a series of financial analysis tools that enable us to exaine your financial performance over several years compared to other firms in the same business sector. Business solvency, efficiency, profitability, cash, and working capital positions are analyzed and compared to best industry performers enabling you to make informed, substantive improvements in your finances and operations.

Most family owned business estate planning is fairly sound from technical and tax avoidance perspectives; however, they leave a great deal to be desired in terms of family and business friendliness. In addition, most closely held businesses which have multiple shareholders have buy-sell agreements (often called stock restriction agreements). Most buy-sell documents address the catastrophic event of death of a shareholder, but they often fail to address disability, disenchantment, and over 30 other important considerations. The work of The Family Business Institute augments the work done by your attorneys and planners by distilling the knowledge we’ve gained in over 200 years of combined business planning with the best practices learned from top professionals around the nation.