Your Family Enterprise Health Check-Up

We created this 15-minute tool to help you discover both strengths and gaps in your enterprising family’s 5 MOUNTAIN® Strategic Planning now and for sustainable success. For realistic results, answer honestly.

You’ll receive a complimentary snapshot of your family’s results, as well as suggestions for continuous growth and improvement.

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Family Dynamics & Governance / Next Generation Development 

Without Governance, unspoken expectations can damage even the strongest family bond. Investing in the development of the next generation is key to empowering whole-hearted individuals who are capable of making informed decisions about their futures and the future of the family business. The questions below shed light on this component of continuous growth.

Family Dynamics & Governance *

	Strongly Disagree	Disagree	Neutral	Agree	Strongly Agree	N/A
I feel confident that my family can talk, work, and plan together while still enjoying “Sunday dinner”	Strongly DisagreeI feel confident that my family can talk, work, and plan together while still enjoying “Sunday dinner” Strongly Disagree	DisagreeI feel confident that my family can talk, work, and plan together while still enjoying “Sunday dinner” Disagree	NeutralI feel confident that my family can talk, work, and plan together while still enjoying “Sunday dinner” Neutral	AgreeI feel confident that my family can talk, work, and plan together while still enjoying “Sunday dinner” Agree	Strongly AgreeI feel confident that my family can talk, work, and plan together while still enjoying “Sunday dinner” Strongly Agree	N/AI feel confident that my family can talk, work, and plan together while still enjoying “Sunday dinner” N/A
I'm positive that talking about transition and succession plans will not upset my family relationships	Strongly DisagreeI'm positive that talking about transition and succession plans will not upset my family relationships Strongly Disagree	DisagreeI'm positive that talking about transition and succession plans will not upset my family relationships Disagree	NeutralI'm positive that talking about transition and succession plans will not upset my family relationships Neutral	AgreeI'm positive that talking about transition and succession plans will not upset my family relationships Agree	Strongly AgreeI'm positive that talking about transition and succession plans will not upset my family relationships Strongly Agree	N/AI'm positive that talking about transition and succession plans will not upset my family relationships N/A
The next generation has the competencies, commitment, and alignment to steward the business forward	Strongly DisagreeThe next generation has the competencies, commitment, and alignment to steward the business forward Strongly Disagree	DisagreeThe next generation has the competencies, commitment, and alignment to steward the business forward Disagree	NeutralThe next generation has the competencies, commitment, and alignment to steward the business forward Neutral	AgreeThe next generation has the competencies, commitment, and alignment to steward the business forward Agree	Strongly AgreeThe next generation has the competencies, commitment, and alignment to steward the business forward Strongly Agree	N/AThe next generation has the competencies, commitment, and alignment to steward the business forward N/A
I believe that the next generation family members would "choose" each other in a "business marriage"	Strongly DisagreeI believe that the next generation family members would "choose" each other in a "business marriage" Strongly Disagree	DisagreeI believe that the next generation family members would "choose" each other in a "business marriage" Disagree	NeutralI believe that the next generation family members would "choose" each other in a "business marriage" Neutral	AgreeI believe that the next generation family members would "choose" each other in a "business marriage" Agree	Strongly AgreeI believe that the next generation family members would "choose" each other in a "business marriage" Strongly Agree	N/AI believe that the next generation family members would "choose" each other in a "business marriage" N/A

Management Development & Succession

Your people are your greatest asset, and too often a family business outgrows its leadership. This section measures how you are investing in key talent, as well as the ongoing nurture of your top leaders. After all, leadership development is an investment in your business growth and flourishing.

Coordinated Crisis Plan *

	Strongly Disagree	Disagree	Neutral	Agree	Strongly Agree	N/A
Each employee has clear roles, responsibilities, and accountabilities that cascade from the President to the front line	Strongly DisagreeEach employee has clear roles, responsibilities, and accountabilities that cascade from the President to the front line Strongly Disagree	DisagreeEach employee has clear roles, responsibilities, and accountabilities that cascade from the President to the front line Disagree	NeutralEach employee has clear roles, responsibilities, and accountabilities that cascade from the President to the front line Neutral	AgreeEach employee has clear roles, responsibilities, and accountabilities that cascade from the President to the front line Agree	Strongly AgreeEach employee has clear roles, responsibilities, and accountabilities that cascade from the President to the front line Strongly Agree	N/AEach employee has clear roles, responsibilities, and accountabilities that cascade from the President to the front line N/A
Our succession plan has been discussed openly and proactively with both the family and key managers	Strongly DisagreeOur succession plan has been discussed openly and proactively with both the family and key managers Strongly Disagree	DisagreeOur succession plan has been discussed openly and proactively with both the family and key managers Disagree	NeutralOur succession plan has been discussed openly and proactively with both the family and key managers Neutral	AgreeOur succession plan has been discussed openly and proactively with both the family and key managers Agree	Strongly AgreeOur succession plan has been discussed openly and proactively with both the family and key managers Strongly Agree	N/AOur succession plan has been discussed openly and proactively with both the family and key managers N/A
I am confident the business could continue operating successfully if a key leader were suddenly unable to work	Strongly DisagreeI am confident the business could continue operating successfully if a key leader were suddenly unable to work Strongly Disagree	DisagreeI am confident the business could continue operating successfully if a key leader were suddenly unable to work Disagree	NeutralI am confident the business could continue operating successfully if a key leader were suddenly unable to work Neutral	AgreeI am confident the business could continue operating successfully if a key leader were suddenly unable to work Agree	Strongly AgreeI am confident the business could continue operating successfully if a key leader were suddenly unable to work Strongly Agree	N/AI am confident the business could continue operating successfully if a key leader were suddenly unable to work N/A
My family is able to name and address leadership gaps, family dynamics, and/or challenges openly and honestly	Strongly DisagreeMy family is able to name and address leadership gaps, family dynamics, and/or challenges openly and honestly Strongly Disagree	DisagreeMy family is able to name and address leadership gaps, family dynamics, and/or challenges openly and honestly Disagree	NeutralMy family is able to name and address leadership gaps, family dynamics, and/or challenges openly and honestly Neutral	AgreeMy family is able to name and address leadership gaps, family dynamics, and/or challenges openly and honestly Agree	Strongly AgreeMy family is able to name and address leadership gaps, family dynamics, and/or challenges openly and honestly Strongly Agree	N/AMy family is able to name and address leadership gaps, family dynamics, and/or challenges openly and honestly N/A

Alignment & Transition

The success of the business to serve future generations starts with the decisions you make today. Transition is not a single, once-and-done event. It takes thoughtful planning and careful alignment, and this section will provide clarity on where your planning stands today.

Alignment & Transition *

	Strongly Disagree	Disagree	Neutral	Agree	Strongly Agree	N/A
My family has a shared vision for a long-term, multi-generational enterprise	Strongly DisagreeMy family has a shared vision for a long-term, multi-generational enterprise Strongly Disagree	DisagreeMy family has a shared vision for a long-term, multi-generational enterprise Disagree	NeutralMy family has a shared vision for a long-term, multi-generational enterprise Neutral	AgreeMy family has a shared vision for a long-term, multi-generational enterprise Agree	Strongly AgreeMy family has a shared vision for a long-term, multi-generational enterprise Strongly Agree	N/AMy family has a shared vision for a long-term, multi-generational enterprise N/A
I believe shareholders are aligned and “speak with one voice”	Strongly DisagreeI believe shareholders are aligned and “speak with one voice” Strongly Disagree	DisagreeI believe shareholders are aligned and “speak with one voice” Disagree	NeutralI believe shareholders are aligned and “speak with one voice” Neutral	AgreeI believe shareholders are aligned and “speak with one voice” Agree	Strongly AgreeI believe shareholders are aligned and “speak with one voice” Strongly Agree	N/AI believe shareholders are aligned and “speak with one voice” N/A
My family has a written Crisis Plan in place that is reviewed regularly	Strongly DisagreeMy family has a written Crisis Plan in place that is reviewed regularly Strongly Disagree	DisagreeMy family has a written Crisis Plan in place that is reviewed regularly Disagree	NeutralMy family has a written Crisis Plan in place that is reviewed regularly Neutral	AgreeMy family has a written Crisis Plan in place that is reviewed regularly Agree	Strongly AgreeMy family has a written Crisis Plan in place that is reviewed regularly Strongly Agree	N/AMy family has a written Crisis Plan in place that is reviewed regularly N/A
We have a clear communication channel between the family, the business, and the owners	Strongly DisagreeWe have a clear communication channel between the family, the business, and the owners Strongly Disagree	DisagreeWe have a clear communication channel between the family, the business, and the owners Disagree	NeutralWe have a clear communication channel between the family, the business, and the owners Neutral	AgreeWe have a clear communication channel between the family, the business, and the owners Agree	Strongly AgreeWe have a clear communication channel between the family, the business, and the owners Strongly Agree	N/AWe have a clear communication channel between the family, the business, and the owners N/A

Board Development

As family businesses grow, the need for an independent Board of future-focused, objective, industry experts grows too. The questions below dig deeper into your readiness to develop or upgrade your Board.

Board Development *

	Strongly Disagree	Disagree	Neutral	Agree	Strongly Agree	N/A
I believe having independent board members provides needed direction and accountability for a well-run family business	Strongly DisagreeI believe having independent board members provides needed direction and accountability for a well-run family business Strongly Disagree	DisagreeI believe having independent board members provides needed direction and accountability for a well-run family business Disagree	NeutralI believe having independent board members provides needed direction and accountability for a well-run family business Neutral	AgreeI believe having independent board members provides needed direction and accountability for a well-run family business Agree	Strongly AgreeI believe having independent board members provides needed direction and accountability for a well-run family business Strongly Agree	N/AI believe having independent board members provides needed direction and accountability for a well-run family business N/A
Our Board actively supports management while also holding them accountable to written shareholder expectations	Strongly DisagreeOur Board actively supports management while also holding them accountable to written shareholder expectations Strongly Disagree	DisagreeOur Board actively supports management while also holding them accountable to written shareholder expectations Disagree	NeutralOur Board actively supports management while also holding them accountable to written shareholder expectations Neutral	AgreeOur Board actively supports management while also holding them accountable to written shareholder expectations Agree	Strongly AgreeOur Board actively supports management while also holding them accountable to written shareholder expectations Strongly Agree	N/AOur Board actively supports management while also holding them accountable to written shareholder expectations N/A
Our Board roles, responsibilities, and expectations are clearly defined	Strongly DisagreeOur Board roles, responsibilities, and expectations are clearly defined Strongly Disagree	DisagreeOur Board roles, responsibilities, and expectations are clearly defined Disagree	NeutralOur Board roles, responsibilities, and expectations are clearly defined Neutral	AgreeOur Board roles, responsibilities, and expectations are clearly defined Agree	Strongly AgreeOur Board roles, responsibilities, and expectations are clearly defined Strongly Agree	N/AOur Board roles, responsibilities, and expectations are clearly defined N/A

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Advisor Collaboration

Leveraging professional advisors with various expertise and disciplines strengthens and protects your family business. Family business is complex and we don’t recommend you do it alone. It takes a village. The questions below assess how well your advisor team is collaborating to best serve you and your family.

Advisor Collaboration *

	Strongly Disagree	Disagree	Neutral	Agree	Strongly Agree	N/A
My estate plan is current and aligned with my personal, family, and business goals	Strongly DisagreeMy estate plan is current and aligned with my personal, family, and business goals Strongly Disagree	DisagreeMy estate plan is current and aligned with my personal, family, and business goals Disagree	NeutralMy estate plan is current and aligned with my personal, family, and business goals Neutral	AgreeMy estate plan is current and aligned with my personal, family, and business goals Agree	Strongly AgreeMy estate plan is current and aligned with my personal, family, and business goals Strongly Agree	N/AMy estate plan is current and aligned with my personal, family, and business goals N/A
I am confident that our business’s buy-sell agreement is up to date and appropriate for our needs	Strongly DisagreeI am confident that our business’s buy-sell agreement is up to date and appropriate for our needs Strongly Disagree	DisagreeI am confident that our business’s buy-sell agreement is up to date and appropriate for our needs Disagree	NeutralI am confident that our business’s buy-sell agreement is up to date and appropriate for our needs Neutral	AgreeI am confident that our business’s buy-sell agreement is up to date and appropriate for our needs Agree	Strongly AgreeI am confident that our business’s buy-sell agreement is up to date and appropriate for our needs Strongly Agree	N/AI am confident that our business’s buy-sell agreement is up to date and appropriate for our needs N/A
My family understands how the market would likely value our business in a sale or shareholder transition	Strongly DisagreeMy family understands how the market would likely value our business in a sale or shareholder transition Strongly Disagree	DisagreeMy family understands how the market would likely value our business in a sale or shareholder transition Disagree	NeutralMy family understands how the market would likely value our business in a sale or shareholder transition Neutral	AgreeMy family understands how the market would likely value our business in a sale or shareholder transition Agree	Strongly AgreeMy family understands how the market would likely value our business in a sale or shareholder transition Strongly Agree	N/AMy family understands how the market would likely value our business in a sale or shareholder transition N/A
My family maintains a clear view of our business’s finances, enabling data-driven decision-making	Strongly DisagreeMy family maintains a clear view of our business’s finances, enabling data-driven decision-making Strongly Disagree	DisagreeMy family maintains a clear view of our business’s finances, enabling data-driven decision-making Disagree	NeutralMy family maintains a clear view of our business’s finances, enabling data-driven decision-making Neutral	AgreeMy family maintains a clear view of our business’s finances, enabling data-driven decision-making Agree	Strongly AgreeMy family maintains a clear view of our business’s finances, enabling data-driven decision-making Strongly Agree	N/AMy family maintains a clear view of our business’s finances, enabling data-driven decision-making N/A
I am confident that my family’s personal finances, business finances, and tax planning are working together toward the same long-term goals	Strongly DisagreeI am confident that my family’s personal finances, business finances, and tax planning are working together toward the same long-term goals Strongly Disagree	DisagreeI am confident that my family’s personal finances, business finances, and tax planning are working together toward the same long-term goals Disagree	NeutralI am confident that my family’s personal finances, business finances, and tax planning are working together toward the same long-term goals Neutral	AgreeI am confident that my family’s personal finances, business finances, and tax planning are working together toward the same long-term goals Agree	Strongly AgreeI am confident that my family’s personal finances, business finances, and tax planning are working together toward the same long-term goals Strongly Agree	N/AI am confident that my family’s personal finances, business finances, and tax planning are working together toward the same long-term goals N/A
I have a plan for ownership and leadership succession in my family business (including how it affects my personal retirement, estate, and tax situation)	Strongly DisagreeI have a plan for ownership and leadership succession in my family business (including how it affects my personal retirement, estate, and tax situation) Strongly Disagree	DisagreeI have a plan for ownership and leadership succession in my family business (including how it affects my personal retirement, estate, and tax situation) Disagree	NeutralI have a plan for ownership and leadership succession in my family business (including how it affects my personal retirement, estate, and tax situation) Neutral	AgreeI have a plan for ownership and leadership succession in my family business (including how it affects my personal retirement, estate, and tax situation) Agree	Strongly AgreeI have a plan for ownership and leadership succession in my family business (including how it affects my personal retirement, estate, and tax situation) Strongly Agree	N/AI have a plan for ownership and leadership succession in my family business (including how it affects my personal retirement, estate, and tax situation) N/A
Compensation structures are reviewed regularly and align with performance and market expectations	Strongly DisagreeCompensation structures are reviewed regularly and align with performance and market expectations Strongly Disagree	DisagreeCompensation structures are reviewed regularly and align with performance and market expectations Disagree	NeutralCompensation structures are reviewed regularly and align with performance and market expectations Neutral	AgreeCompensation structures are reviewed regularly and align with performance and market expectations Agree	Strongly AgreeCompensation structures are reviewed regularly and align with performance and market expectations Strongly Agree	N/ACompensation structures are reviewed regularly and align with performance and market expectations N/A
Our workplace culture supports engagement, accountability, and long-term success	Strongly DisagreeOur workplace culture supports engagement, accountability, and long-term success Strongly Disagree	DisagreeOur workplace culture supports engagement, accountability, and long-term success Disagree	NeutralOur workplace culture supports engagement, accountability, and long-term success Neutral	AgreeOur workplace culture supports engagement, accountability, and long-term success Agree	Strongly AgreeOur workplace culture supports engagement, accountability, and long-term success Strongly Agree	N/AOur workplace culture supports engagement, accountability, and long-term success N/A
I have a clear understanding of how technology and AI could support or improve the business	Strongly DisagreeI have a clear understanding of how technology and AI could support or improve the business Strongly Disagree	DisagreeI have a clear understanding of how technology and AI could support or improve the business Disagree	NeutralI have a clear understanding of how technology and AI could support or improve the business Neutral	AgreeI have a clear understanding of how technology and AI could support or improve the business Agree	Strongly AgreeI have a clear understanding of how technology and AI could support or improve the business Strongly Agree	N/AI have a clear understanding of how technology and AI could support or improve the business N/A
Employees have the tools and training they need to utilize current technology systems and AI effectively	Strongly DisagreeEmployees have the tools and training they need to utilize current technology systems and AI effectively Strongly Disagree	DisagreeEmployees have the tools and training they need to utilize current technology systems and AI effectively Disagree	NeutralEmployees have the tools and training they need to utilize current technology systems and AI effectively Neutral	AgreeEmployees have the tools and training they need to utilize current technology systems and AI effectively Agree	Strongly AgreeEmployees have the tools and training they need to utilize current technology systems and AI effectively Strongly Agree	N/AEmployees have the tools and training they need to utilize current technology systems and AI effectively N/A
Our leadership treats cybersecurity as a strategic board-level priority, ensuring we are well-protected and fully aware of our vulnerabilities	Strongly DisagreeOur leadership treats cybersecurity as a strategic board-level priority, ensuring we are well-protected and fully aware of our vulnerabilities Strongly Disagree	DisagreeOur leadership treats cybersecurity as a strategic board-level priority, ensuring we are well-protected and fully aware of our vulnerabilities Disagree	NeutralOur leadership treats cybersecurity as a strategic board-level priority, ensuring we are well-protected and fully aware of our vulnerabilities Neutral	AgreeOur leadership treats cybersecurity as a strategic board-level priority, ensuring we are well-protected and fully aware of our vulnerabilities Agree	Strongly AgreeOur leadership treats cybersecurity as a strategic board-level priority, ensuring we are well-protected and fully aware of our vulnerabilities Strongly Agree	N/AOur leadership treats cybersecurity as a strategic board-level priority, ensuring we are well-protected and fully aware of our vulnerabilities N/A
We regularly assess and update our cybersecurity measures against any compliance frameworks or at the very least against the requirement of our cyber policy	Strongly DisagreeWe regularly assess and update our cybersecurity measures against any compliance frameworks or at the very least against the requirement of our cyber policy Strongly Disagree	DisagreeWe regularly assess and update our cybersecurity measures against any compliance frameworks or at the very least against the requirement of our cyber policy Disagree	NeutralWe regularly assess and update our cybersecurity measures against any compliance frameworks or at the very least against the requirement of our cyber policy Neutral	AgreeWe regularly assess and update our cybersecurity measures against any compliance frameworks or at the very least against the requirement of our cyber policy Agree	Strongly AgreeWe regularly assess and update our cybersecurity measures against any compliance frameworks or at the very least against the requirement of our cyber policy Strongly Agree	N/AWe regularly assess and update our cybersecurity measures against any compliance frameworks or at the very least against the requirement of our cyber policy N/A

All family businesses are messy sometimes. What is your most challenging issue? What keeps you up at night? [optional]

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