Family Business Sustainability Assessment
🏢 Transform Your Family Business into a Sustainable Legacy
The Ultimate Self-Assessment Tool for Family Business Excellence
Are you ready to secure your family business's future for generations to come?
This comprehensive Family Business Sustainability Assessment is your roadmap to identifying strengths, uncovering hidden risks, and building an unshakeable foundation for long-term success.
What You Get:
■ 350 Strategic Questions across 15 critical business areas.
■ 35 Specialized Subsections covering every aspect of family business management.
■ Automated Scoring System with instant results consolidation.
■ Professional Excel Format - Easy to use, track, and revisit.
■ Self-Assessment Design - Complete privacy and control.
15 Comprehensive Assessment Categories:
A. Business Continuity
■ Strategic Planning
■ Risk Management
■ Financial Stability
B. Governance
■ Family Council
■ Board of Directors
■ Management Structure
C. Profitability and Growth
■ Performance Metrics
■ Innovation Strategy
■ Talent Management
D. Succession Planning
■ Next Generation Development
■ Leadership Transition
■ Ownership Transfer
E. Family Dynamics
■ Conflict Resolution
■ Next Generation Engagement
■ Family Unity
F. Professional Support
■ Advisory Team
■ Education and Development
G. Wealth Management
■ Family Office Considerations
■ Financial Planning
H. Adaptation and Resilience
■ Change Management
■ Crisis Management
I. Digital Transformation
■ Technology Strategy
■ Data Management
J. Environmental, Social, and Governance (ESG)
■ Sustainability Practices
■ Community Engagement
K. Global Expansion
■ Market Entry Strategy
■ Cross-Border Governance
L. Business Exit and Legacy
■ Exit Options
■ Legacy Planning
M. Family Health and Wellbeing
■ Work-Life Integration
■ Family Communication
N. Financial Literacy and Education
■ Business Financial Education
■ Next Generation Financial Preparation
O. Ethical Leadership
■ Values-Based Decision Making
■ Social Impact
Why This Assessment Changes Everything:
✅ Identify Critical Gaps - Discover vulnerabilities before they become crises
✅ Benchmark Your Progress - Track improvement over time with regular assessments. ✅ Strengthen Family Bonds - Address conflicts and improve communication
✅ Future-Proof Your Business - Prepare for succession and digital transformation. ✅ Maximize Profitability - Optimize performance across all business areas
✅ Build Lasting Legacy - Create sustainable value for future generations
Perfect For:
■ Family business owners and leaders.
■ Next-generation family members.
■ Family business advisors and consultants.
■ Board members and directors.
■ Anyone involved in family enterprise governance.
The Power of Regular Assessment:
Family businesses that conduct regular sustainability assessments are 3x more likely to transition to the next generation successfully. This tool transforms complex family business challenges into actionable insights.
Use this assessment quarterly to:
■ Monitor progress on strategic initiatives.
■ Identify emerging risks early.
■ Track succession planning effectiveness.
■ Measure family engagement levels.
■ Ensure governance structures remain effective.
About the Author:
Created by Basheer Juma, a renowned family business advisor, author, and speaker who has helped hundreds of families strengthen their businesses and preserve their legacies.
His expertise spans decades of practical experience in family business advisory, governance, and succession planning.
Investment in Your Family's Future:
Special Launch Price: $47 (Regular Price: $97)
What You Get: ■ 350 Strategic Questions across 15 critical business areas. ■ 35 Specialized Subsections covering every aspect of family business management. ■ Automated Scoring System with instant results consolidation. ■ Professional Excel Format - Easy to use, track, and revisit. ■ Self-Assessment Design - Complete privacy and control.