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Family Business Services
Family
business and business families are an important part of VMSW. As trusted
advisors we help business families overcome the many challenges of
transitioning their business to the next generation, helping to keep the
family in family business.
We
support business owners in designing and implementing a comprehensive
transition plan that meets the needs of all three areas of the business:
the family area, the ownership area and the management area.
"Where Are You Now" Discovery Questionnaire
To take the first step in planning for your eventual
transition, I recommend that you take a complimentary test of the "Where
Are You Now" Discovery Questionnaire which will help you determine where
your family business is now, in terms of its business, succession, and
retirement planning activity.
If you are then interested in taking this a step further,
I would be happy to arrange for you to participate in the full survey
where all family members with an interest or involvement in the business
complete the questionnaire independently and in confidence.
This process helps to identify the conflicts and
differences of opinion that need to be resolved to facilitate the
development of a successful family business and/or transfer of ownership
and management to the next generation. You will receive a detailed
synopsis and profile of the key issues, concerns, potential conflicts
and building blocks for the future. This report will highlight the
areas where family consultation and business planning activity are most
needed.
This questionnaire also provides you with a benchmark so
that subsequent re-completion of the survey will give you a clear
indication of the progress you have made in addressing some of the
highlighted issues.
Click
here to begin your
complimentary session.
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Brent VanParys, CA,
CAFA