Business Assessments
Business Assessments
Many businesses don’t have a real, genuine understanding of where they are. Knowing where you are is paramount to getting to where you want to go.
To create a clear plan for success, you’ll need to objectively assess business and family interactions and processes. We use a variety of assessments including in-depth one-on-one interviews. With an assessment in hand, you’ll be able to clearly diagnose the condition of both your family and business, and have a clear plan of action for establishing long-term success.
Schedule a call today and create the family harmony and business success you’ve been looking for.
DISCOVER
Assess the unique needs of your business and family to develop the perfectly tailored approach.
DESIGN
Design a custom plan to maximize the strengths and minimize the weaknesses of your family business to allow you to achieve long-term success.
IMPLEMENT
We'll walk with you every step of the way to implement your plan so your family can enjoy and extend your family legacy and prosperity.
THE FAMILY BUSINESS HEALTH ASSESSMENT™
PERSONALITY PROFILES
The Family Business Institute utilizes both the Myers-Briggs Type Indicator (MBTI) and FIRO-B personality assessment instruments. These tools – and others as necessary – allow The Family Business Institute to more fully understand personality preferences of members of the family business. They help everyone better identify why communications or personality conflicts can arise and allow for improved interpersonal relations.
BUSINESS PLANNING AND MANAGEMENT
BUSINESS FINANCIAL ANALYSIS
OWNERSHIP TRANSITION
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10 Things I Learned Over My Business Career
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Goal Achievement and Unanticipated Consequences
We’ve been saying for years that goal setting for your business is critical to your long term success. Because he is an authentic example, Dennis set a very specific goal in 2023: to become the #1 tennis player in the USA in his age group. That’s a BHAG: a big, hairy,...
One Key to Inspiring Employee Loyalty
According to a recent LinkedIn poll, there is one employer tactic that could inspire increased loyalty among 94% of your employees! WOW! What is this behavior, and how can you maximize the benefit for your people and your company? Please tune in this week as Wayne...