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This unique and effective assessment has been designed for completion by owners / managers of family-owned and closely-held businesses. The results help you and your Family Business Advisor understand and build the future success of your company.
While not a replacement for a full financial review of your company, the assessment provides valuable insights into your business and recommends specific actions that will help protect your business assets and investment.
The following core topic areas are covered by the FBA Assessment, with findings and recommendations provided in a detailed summary report:
To get started on your business transition planning, contact CITEC's Certified Family Business Advisor Tricia Wilson today.
