Strategic Planning
Did you know that only 1/3 of family-owned and closely-held businesses successfully transition leadership to the next generation?
It’s a challenge to balance business success, family vitality, and personal well-being.
Eredità utilizes The Family Business Assessment ToolTM to determine where Families in Business stand in the diverse areas outlined below. Eredità then assists in strategic planning, to address areas of weakness and maximize strengths.
Family Dynamics:
- Family Culture
- Career Satisfaction
- Family Relationships
Family Employment:
- Successor Development
- Successor Competency
- Compensation Standards
Business Planning:
- Business Structure
- Non-family Management
- Business Strategy
Succession Planning:
- Management Succession
- Financial Planning
- Tax Planning