
A confidential, boardroom-grade diagnostic across vision, roles, family dynamics, governance and succession. No fluff. No advisor pitch. Just the truth of where you actually stand — and what to fix first.
of family businesses don't survive to the 2nd generation
don't survive to the 3rd
dimensions assessed across business and family
to a complete diagnostic report
The Real Issue
Name the friction that's slowing your business down — before it costs you the next decade.
Decisions take longer than they should.
Roles aren't as clear as they need to be.
Some conversations are avoided altogether.
And deep down, you're not sure what happens next.
Most family businesses don't fail because of the market.
They fail because the family is not aligned.
The Diagnostic
One 15-minute diagnostic. Total clarity on what's working — and what's quietly putting your business at risk.
What It Uncovers
See exactly where your business and family are aligned — and where they're not.
Vision, meaning, clarity
Authority, clarity, structure
Relationships, expectations, tension
Systems, discipline, meetings
Future readiness
Because what you don't see… is what eventually costs you.
How It Works
From first question to full report — by the end of your next coffee.
Honest, structured, confidential. Built around the realities of family-run businesses — not generic management theory.
A clear /100 score, plus a breakdown across each of the five dimensions, with risk indicators where it matters most.
An advisor-grade report identifying your top exposures, the strongest areas, and the single most important next step.
What You Receive
No waiting, no follow-up call required. Your full report is yours to keep, share, and act on today.
"We thought we were aligned. The report was the first time we could actually see — on paper — that we weren't."— Second-generation owner, manufacturing
Sample Score
62/100
Right now, you may be operating on assumptions.
After this, you'll be operating with clarity.
See It Before You Buy It
This is the same format, structure and depth you'll receive — built around a realistic mid-tier result. Read it in 4 minutes.
Family Business Health Score
62/100
By Dimension
Priority 01 — Critical Gap
Governance & Structure
Most of what holds this business together right now is relational. That is a strength when the founder is in the room every day…
Click the preview to read the full sample report.
Investment
One misaligned decision costs more than this assessment ever will.
Health Check
Optional Next Step
Available to you once your Health Check is complete.
Common Questions
Everything serious owners want to know — straight, no fluff.
Owners, founders, and senior decision-makers inside family businesses — typically with multiple family members involved or a generational handover on the horizon.
About 15 minutes. The questions are deliberately considered, not casual — but they're designed to be completed in one sitting.
Yes. Your responses and report are private to you. We do not share, publish, or use your data for anything beyond producing your diagnostic.
An immediate report with your overall health score, a five-dimension breakdown, your top three critical gaps, and an AI-generated advisor narrative interpreting your specific result.
After your report, you can optionally book a 90-minute Strategy Debrief — a private session to interpret your results and build a prioritised action plan.
Pricing FAQ
$97 for the Health Check. $1,500 for the Strategy Debrief. Here's what each delivers.
The price is deliberately accessible. The goal is to get the diagnostic into the hands of serious owners — not to make money on the assessment itself. Most clients who find it valuable choose to go deeper with the Strategy Debrief.
A 25-question structured assessment, an immediate diagnostic report with your health score (0–100), a breakdown across all five dimensions, your top three critical gaps, and a personalised AI-generated advisor narrative. Yours to keep.
A private 90-minute session with an experienced family business advisor to interpret your results in context, identify the underlying patterns behind your score, and translate the report into a prioritised 12-month action roadmap built around your specific gaps.
No. The Health Check is complete on its own — you receive the full report whether or not you book the Debrief. The Debrief is for owners who've seen their result and want a clear plan for what to do about it.
Yes. If you complete the Health Check and feel the report doesn't deliver genuine insight into your business, email us within 14 days and we'll refund you in full — no questions asked.
Yes — and we strongly recommend it. Comparing two reports from the same business often surfaces the most important conversation of all: where you and your partner see things differently. Each additional assessment is $97.
Securely via credit or debit card at checkout. You'll have access to your assessment and report immediately after payment.
Built from years of work inside multi-generational family businesses — across industries, across continents, and across the hardest conversations owners ever have to have.