At Baker Tilly, we’ve developed a unique approach to getting to the heart of who you are as a family business and family business owner or leader.
Our family business strategic assessment is a diagnostic tool measuring the readiness of your family-owned business for transition, as well as its capacity to strategically build value. By taking a look at the following family business dimensions, we’re able to build a roadmap to help achieve your individual, family and business goals:
The strategic roadmap, based on your results and your objectives, capabilities and readiness, could include any combination of the following focus areas: family enterprise strategy, portfolio business strategy and individual plans.
Once the plan is finalized, we work with you as an integrated, seamless service team to support you in executing the plans and achieving your family and business objectives.