Assessment Tool Demonstration

Would you like to pinpoint the critical issues which must be addressed for improved communication, business planning, as well as management and ownership succession in a closely-held or family-owned business? The Assessment Tools are the answer.

Multiple stakeholders in a closely-held business complete a questionnaire either on-line or by filling out a questionnaire downloaded from this web-site. Based on the stakeholders' responses, a forty-five page comprehensive report is written covering twelve factors for business success.

• The Family Business Assessment Tool^TM is designed for multi-generation families in business where the interaction between two generations drives the critical issues facing the business.
• The Business Partners Assessment Tool^TM is designed for a closely-held business of unrelated owners or for sibling and cousin groups who control a common business.

The Family Business Assessment Tool^TM and The Business Partners Assessment Tool^TM consist of 64 statements which are answered by the owners, partners, family members, key managers, advisors, and other stakeholders. To keep this demonstration simple, we illustrate the process with four statements dealing with Business Strategy.

Instructions: Select the Assessment Tool that best suits your needs, and then proceed by responding to the four questions. When you are finished with your answers, select "Continue". For this demonstration, sample graphs are presented, but are not based on your answers to the questions.

The actual Assessment Report consists of a summary graph, as well as a detailed graphic analysis for each of the twelve key success factors. Based on the responses of all respondents to the questionnaire, written interpretations and suggested actions plans are organized into a forty-five page report tailored for your business situation.