Enhance Your Knowledge with a Family Survey Tool and Other Business Library Resources

Professional advisors who have family business clients know that the issues surrounding critical matters, such as family survey questions, shareholder concerns, compensation for family members or estate planning, are often elusive and sensitive. The Family Business Evaluation Instrument (FBEI) is a tool that helps any advisor approach these issues tactfully yet effectively. FBEI enhances an advisor's ability to offer technical solutions and constructive suggestions that can answer the specific needs of each family business client.

More than just a guide, the Family Business Evaluation Instrument is a two-part tool that presents an overall family business consultation framework, including step-by-step checklists. FBEI provides professional advisors with the guidance and expertise they need as they assist each client to achieve long-term objectives that best serve the family and the family’s business.

$250 per set (1 FBEI Advisor Notes and 10 FBEI Questionnaires)
Additional questionnaires can be purchased separately

The Family Business Survey© identifies the issues on which the family and business’ future depends and about which there is need for discussion. The survey is taken online and the 31-page report is delivered to you via the Internet along with color charts that display your client family’s perceived agreement on items such as business, individual and family issues, trust, family philosophy about the business and equality and fairness.

Price: $45/person with a maximum charge of $450 for more than 10 participants