Family Business Assessment

CHARTERED
PROFESSIONAL
D U R WA R D J O NACCOUNTANTS
E S BARK WELL
CHARTERED
PROFESSIONAL
ACCOUNTANTS
& C O MPA N Y L L P
Big enough to know. SMALL ENOUGH TO CARE.
Big enough to know. SMALL ENOUGH TO CARE.
Business Transition &
Family Enterprise Advisory Services
Family Business Assessment
The Family Business Assessment provides family
business owners with a practical roadmap in key areas
of their business to successfully transition to the next
generation of management and ownership. Carefully
crafted, easy-to-read, practical reports are generated
covering six key areas:
1.
2.
3.
4.
5.
6.
Strategic Planning
Financial Management
Workforce Management
Family Governance
Succession Planning
Professional Advisors
The Client Report you receive is complete with
accurate, personal observations about your
company, suggestions for improvement, ideas
for consideration, and resources for on-going
education and support. The report provides
high value for a minimal investment.
Your Advisor will use the results of this report
to help you move towards achieving your
business and transition objectives.
DJB is passionate about making a difference by
providing family businesses with the information and
services they need, in a cost-effective manner, to thrive
today and successfully transition tomorrow.
This web-based assessment takes less than
an hour to complete. It is user-friendly, costeffective, and value packed.
Need help to focus?
On your business...
On your family...
On your legacy?
Ask about the Family Business Assessment and
how this comprehensive report can assist you.
Did you know that?
According to the University
of Alberta, family business
generates 60% of Canada’s GDP.
Contact a member of DJB’s Business Transition &
Family Enterprise Advisory Services team to arrange
for your Family Business Assessment.
In the next 5 years, 53% of
family businesses in Canada
plan to pass on the ownership
and management of the
business to the next generation.
Only 20% of Canadian family
businesses have a documented
succession plan in place.
Paul G. Stringer, CPA, CA, FEA
Partner
pstringer@djb.com
905.945.5439
Andrew Walker, CPA, CA
Partner
awalker@djb.com
905.735.2140
djb.com
BURLINGTON
|
GRIMSBY
|
HAMILTON
|
ST. CATHARINES
|
WELLAND
04-2015