Family Ownership Structure
1. What does the ownership structure–among family members or between family and other owners look like?
-Does the current ownership structure preserve the family assets? Does the current ownership
structure mitigate the cost of roadblocks?
• Family Governance: Examine the current family and firm governance in place? What is the scope for improvement?
• Examine the Succession and Next Generation planning:
-Examine the process family has put in place to educate the next generation of business owners.
-Which succession model should the family choose to support the future of the family firm beyond their lifetime