Name and Last name
Company
Position
Address
Telephones
E-mail
City
¿Are there one or many owner families?
¿Are you living a process of Generational Transition?
¿Do you foresee or planify a Family Company estate?
¿Do you have doubts about the continuity of your business?
¿Do you consider that at least there is someone with industrial spirit on the next Generation?
¿Is there a recognized leader on the next Generation?
¿Do you believe that the actual corporate organization is viable and applicable for the next generation?
¿Is there a relative working in the company that is at the same time into politics?
¿Do you have intrests on keeping the company’s property in hands of all your family members?
If soí, ¿Have you thought making a legal regulation so it has more legal strength?
¿Does your company have some consensual method for share valuation?
¿Is there some type of agreed policy regarding dividends?
Give a grade from 1 to 5 of your Family Company’s communication
Give a grade from 1 to 5 the coordination of the partners in your company.
¿Are there some type of consensual rules (informal or formal) in your family?
WORK OF FAMILY MEMBERS IN THE COMPANY
There must be an open space in the company in order to incorporate a family candidate
Your family members will have to gain labor experience in order to be incorporated into the company
The family members con only incorporate the company if their formation and experience is sufficient for the vacancy.
The Manager’s office must ask for external advise for the important decisions
The estate plans are discussed and agreed by the family:
FAMILY - COMPANY RELATION
Please mark the following aspects according to its’ importance:
-Communication Abilities
- Respectful treatment and tolerance with the opinions of the other family members
- The Organization Chart and responsibilities’' assignation chart must work properly at times of Corporate decisions
- Family Company’s professionalization:
- Next Generations’ formation and professionalization
- Relationship level between family members working in the company
¿Are there any non-family partners that share the owner’s propertyr?
¿Are there any second-generation members that do not work in the group?
¿Do you believe the next generation is sufficiently prepared and motivated to promote a Generational Transition?
¿Do you feel the founder intends to retire from the company’s daily dynamic?
¿The retribution system is constituted in function of the personal needs of family members working in the company?
¿Are the pensions of the retiring generation covered?
¿Has the Company already established its’ future management after the founders’ death?
¿The Founder has great importance in the business, controlling every developed activity?
If so, ¿do you believe the Founder has certain incertitude about the company’s future, when managed by the next generation?
¿Those executives that aren’t family members, feel comfortable with this situation?
¿Have you though about what will you do after your retirement?
¿The company has some sort of mechanism that can guarantee enough money to re-buy stocks in case of a partner’s death.?
¿Have you ever estimated the cost that could represent the loss of one of the company’s key members, and the implications of such an event?
Other Comments
Please indicate if some of these Self-diagnosis questions have caused a positive reaction for you and your company
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