How healthy is your family business?
Just as you see your doctor for a regular check‑up, your family business also benefits from a periodic health exam. This brief assessment looks at the overall health of your family enterprise across four key areas: Family, Business, Ownership, and Governance.
After completing this 5-10 minute survey, you’ll receive practical, tailored insights into both challenges and opportunities in your family business, helping you prioritize next steps for growth, continuity, and long‑term sustainability.
As a follow‑up, you’ll be invited to a complimentary 30‑minute call where we will review your results together and focus on specific areas to address going forward.
Your responses will remain strictly confidential and will be used only to generate your report and inform our discussion. This commitment to privacy builds trust and encourages candid feedback, ensuring you receive the most valuable and actionable results from the process.
About David Karofsky
David is a principal consultant with The Family Business Consulting Group, helping family enterprises navigate key challenges and opportunities. He focuses on communication and alignment, ownership and leadership transitions, conflict resolution, strategic planning, and governance. Previously, he spent eight years in a family business consulting practice with his father. Together, they co‑authored So You’re in the Family Business: A Guide to Sustainability.
David can be reached at Karofsky@TheFBCG.com or 617-699-7899.

Family Business Resources for ACCA Attendees
As part of our commitment to helping family businesses succeed, we create and share a wide variety of educational materials. To receive articles, webinar invitations, and event announcements, sign up for our newsletters.
🔑 Succession & Continuity Planning
- Family Business Succession: 15 Guidelines
- Succession: The Transfer of Power in Family Businesses
- From Succession to Continuity: How a Non-Family CEO and Effective Board Can Bridge the Gap
- Succession Planning in Family Businesses: The Power of Sibling Partnerships
- [Webinar] Beyond Succession Planning: Navigating Generational Transition Challenges
- [Book] Family Business Succession: Your Roadmap to Continuity
- [Book] Transitioning from the Top: Personal Continuity Planning for the Retiring Family Business Leader
🚀 Next Gen Talent Development
- Positioning the Rising Generation for Success: Defining Role, Purpose, and Path to Legitimate Leadership
- Navigating the Path: Exploring a Career in Your Family’s Business
- Walk the Talk: Building Next-Gen Communication Skills
- [Webinar] Next Gen in the Family Business: Defining Your Purpose and Role for Long-Term Success
- [Webinar] Why I Chose the Family Business: Real Stories from Next Gen Leaders
- Boards and Family Business: What Could Go Wrong?
- Unlocking the Value of High-Performing Family Enterprise Boards
- Ten Myths About Outside Boards
- What Makes for a Great Family Business Board?
🏠 Getting Started with Family Governance
- Getting Started with Family Governance
- The Five Fundamental Building Blocks of Strong Family Businesses
- Planning for Continuity in Family Business: Where, Oh Where, to Begin?
- [Webinar] What Is a Family Constitution and When Do Family Businesses Need One
- [Webinar] Let’s Talk Family Meetings
📝 Family Employment Policies
- Family Business Employment Policies: Evening the Playing Field for the Next-Generation
- “That’s Not Fair!” Creating Compensation and Employment Policies
- Family Employment Policies: Best Practices
- Policy-Making: The Process
💼 Owner Operator Resources
- What Do Family Business Owners Deserve?
- When the Family Takes Care of the Business, the Business Will Take Care of the Family
- Paper Trails: A No-nonsense Guide to Essential Documents for Family Business
- Add Capital Planning to Your Family Business Toolkit
- Should We Hold, Sell or Consolidate Ownership of the Family Business? Navigating the Discussion and Decision Process
- [Book] Own It! How to Develop a Family Enterprise Owner’s Mindset at Every Age
- [Book] Family Business Ownership: How to Be an Effective Shareholder
The plan you need now, for the future you want.
The Family Business Consulting Group brings a breadth and depth of expertise in crucial areas of family business, including succession planning, governance, leadership, communication, and group decision-making. Through consultation and education, we work with families to align owners around a common vision and shared goals that will guide business strategy and operations. We help establish effective structures and systems so owners can make critical business decisions with one unified voice.

