The questions below will help the ownership of a family business begin the transition process.
It is by no means the only tool that should be used, and should be seen as a starting point.
This questionnaire has been developed to be used in early meetings with family business
clients contemplating transition, and we find it to be an invaluable initial planning tool.
Please note that the information provided in this bulletin consists of general guidelines and that there are many exceptions and special cases that could apply.