Confidential Diagnostic · For Family Business Owners

67% of family businesses don't make it to the next generation.
Find out — in 15 minutes — if yours will.

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.

15 minutes Confidential Instant report
67%

of family businesses don't survive to the 2nd generation

97%

don't survive to the 3rd

5

dimensions assessed across business and family

15 min

to a complete diagnostic report

The Real Issue

You can feel it
before you can name it.

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

The Family Business
Health Check

One 15-minute diagnostic. Total clarity on what's working — and what's quietly putting your business at risk.

What It Uncovers

Five dimensions.
One unfiltered view.

See exactly where your business and family are aligned — and where they're not.

01

Purpose & Direction

Vision, meaning, clarity

02

Roles & Decision-Making

Authority, clarity, structure

03

Family Alignment

Relationships, expectations, tension

04

Governance & Structure

Systems, discipline, meetings

05

Continuity & Succession

Future readiness

Because what you don't see… is what eventually costs you.

How It Works

Three steps.
Fifteen minutes.

From first question to full report — by the end of your next coffee.

01

Answer 25 considered questions

Honest, structured, confidential. Built around the realities of family-run businesses — not generic management theory.

02

Receive your Health Score

A clear /100 score, plus a breakdown across each of the five dimensions, with risk indicators where it matters most.

03

See the risks and gaps clearly

An advisor-grade report identifying your top exposures, the strongest areas, and the single most important next step.

What You Receive

A complete diagnostic.
The moment you finish.

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

Your Diagnostic ReportSample
  • Overall Health Score (0–100)
  • Risk Level Indicator with severity classification
  • Category breakdown across all five dimensions
  • Top 3 critical gaps, ranked by impact
  • Clear, prioritised next-step recommendation
  • AI-generated narrative interpreting your specific results

Sample Score

62/100

Moderate Risk

Right now, you may be operating on assumptions.

After this, you'll be operating with clarity.

See It Before You Buy It

See exactly what
you'll receive.

This is the same format, structure and depth you'll receive — built around a realistic mid-tier result. Read it in 4 minutes.

  • Health Score with risk classification
  • Five-dimension profile and breakdown
  • Top three critical gaps, diagnosed in plain language
  • AI-generated advisor narrative — personalised to your result

Investment

$97 to protect
everything you've built.

One misaligned decision costs more than this assessment ever will.

Start Here

Health Check

The Diagnostic

$97one-time
  • 25-question structured assessment
  • Full /100 health score
  • 5-dimension breakdown
  • Top 3 critical gaps identified
  • AI-generated advisor narrative
  • Instant, downloadable report

Optional Next Step

Strategy Debrief

$1,50090-min private session
  • Live walk-through of your full report
  • Interpretation of every dimension
  • Identification of true root issues
  • A prioritised action roadmap
  • Available only after completing the Health Check

Available to you once your Health Check is complete.

Common Questions

Answered
before you ask.

Everything serious owners want to know — straight, no fluff.

Who is this assessment actually for?

Owners, founders, and senior decision-makers inside family businesses — typically with multiple family members involved or a generational handover on the horizon.

How long does it take?

About 15 minutes. The questions are deliberately considered, not casual — but they're designed to be completed in one sitting.

Is my information confidential?

Yes. Your responses and report are private to you. We do not share, publish, or use your data for anything beyond producing your diagnostic.

What do I get at the end?

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.

What if I want to go deeper?

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

Exactly what
your money buys.

$97 for the Health Check. $1,500 for the Strategy Debrief. Here's what each delivers.

Why is the Health Check only $97?

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.

What exactly do I get for $97?

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.

What's included in the $1,500 Strategy Debrief?

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.

Do I have to buy the Debrief?

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.

Is there a refund policy?

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.

Can my business partner or co-owner take it too?

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.

How do I pay?

Securely via credit or debit card at checkout. You'll have access to your assessment and report immediately after payment.

See What's Really Going On

Begin your Family Business Health Check.

25 boardroom-grade questions. A complete diagnostic report. An honest read of where you and your family actually stand.

15 minutes Confidential Instant report

Built from years of work inside multi-generational family businesses — across industries, across continents, and across the hardest conversations owners ever have to have.