PLANNING AND SUCCESSION QUESTIONNAIRE
Researchers studying successful family businesses find
that the survivors address a wide variety of family and business interactions.
More importantly, success seems to be correlated with getting an early
start on addressing those issues. In fact, 60% of succession failure is
attributable to unresolved problems in relationships among family members.
Another 25% is attributable to lack of adequate preparation of heirs.
DIALOGUE SOLUTIONS is making this questionnaire available
to you because we believe you want a sophisticated approach to our consultation
with you. We understand the powerful impact of family relationships on
business management practices and the complexity of succession and estate
If you would like us to lead a meeting of your family members in discussing these critical questions, please contact us.