Family Based Condition Test

What is the status of your family and family business relationships? All issues are addressed to the family in business

Indicate how your family in business addresses each of the following issues.

Rate each of the following issues by circling:

5 for excellent, 4 for very good, 3 for good, 2 for poor, 1 for not at all.

  • Communication is open and honest
    • 1. 2. 3. 4. 5.
  • Conflict issues are addressed & resolved
    • 1. 2. 3. 4. 5.
  • Family comes before business
    • 1. 2. 3. 4. 5.
  • Each role in the business is understood
    • 1. 2. 3. 4. 5.
  • Trust of one another’s decision
    • 1. 2. 3. 4. 5.
  • Family code of conduct is in place
    • 1. 2. 3. 4. 5.
  • Ownership succession is understood
    • 1. 2. 3. 4. 5.
  • All in family are treated as “Adults”
    • 1. 2. 3. 4. 5.
  • Management succession plan is defined
    • 1. 2. 3. 4. 5.
  • There is agreement on “who’s in charge”
    • 1. 2. 3. 4. 5.
  • Compensation is based on performance
    • 1. 2. 3. 4. 5.
  • Productive business meetings
    • 1. 2. 3. 4. 5.
  • Relationships between siblings
    • 1. 2. 3. 4. 5.
  • Relationship between generations
    • 1. 2. 3. 4. 5.
  • In-laws get along with one another
    • 1. 2. 3. 4. 5.
  • Everyone’s opinions are respected
    • 1. 2. 3. 4. 5.
  • Regular Family one-on-one meetings
    • 1. 2. 3. 4. 5.
  • The family “culture” is understood
    • 1. 2. 3. 4. 5.
  • There is honest TRUST of family
    • 1. 2. 3. 4. 5.
  • There is LOVE shown in the family
    • 1. 2. 3. 4. 5.


Contact us or call us at 724-475-3787 or 1888-273-8307 and learn how Jim and Ann Marie Kwaiser can benefit your family, organization or family business.


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