Family Business Diagnostics
Jon has been developing and using a variety of family business diagnostics for many years. He uses them to establish, as fully as possible, the full range of issues to be addressed, for individuals, the family and the business, at the outset of every engagement.
He’s also developed a range of other surveys and questionnaires to help families and businesses prepare for: Values and Visioning workshops; Strategy and Business Planning workshops; setting up Boards, Family Councils and other governance bodies; developing Family Constitutions, Codes and Charters.
FBI is converting all of these into online surveys that can be branded and used by adviser members with their own clients. This will send a huge message to clients about their professionalism and dedication to family business advisory.