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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.

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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.

 


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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

🚀 Next Gen Talent Development

⚖️ Getting Started with Board Governance

🏠 Getting Started with Family Governance

📝 Family Employment Policies

💼 Owner Operator Resources


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.

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