The Family Business Diagnostic
A clear picture of what is holding your business back, and what to do first.
The Diagnostic is a fixed-scope, fixed-fee first engagement. It gives the family an independent, confidential view of where the business stands on alignment, governance, structure and organisation, and a prioritised plan for what to do next.
What is included.
- Confidential interviews with key family members, shareholders and leaders
- Review of ownership, legal structure and governance documents
- Review of organisation, decision-making and management reporting
- A written findings report: what is working, what is holding the business back, and the risks to address
- A prioritised roadmap: what to do first, in what order, and who should be involved
- A presentation and discussion session with the family
How it works.
- Week 1Agree scope and participants. Collect documents.
- Weeks 2–3Confidential interviews and document review.
- Week 4Findings report, roadmap and family presentation.
Fee.
A fixed fee, agreed in writing before we start. If the family continues with a transformation programme, the Diagnostic fee is credited against it.
To confirm: scope, number of interviews, fee and the credit-back offer; the fee is not published (brief 10)Start with a clear picture.
Tell us about your family and your business, and we will arrange a time to talk through whether the Diagnostic is the right first step.