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This survey will identify the strengths and weaknesses of your enterprise and offer recommendations for the Family, the Ownership, and the Business.
 
 
 

Ownership

More than 85% of companies in Latin America identify themselves as family businesses. However, more than 70% admit that they have yet to develop a succession plan.

* Shareholders / Owners
Ownership
* The company has a formal ownership agreement ?
Ownership
HelpThis regulates the relationships between shareholders or owners on issues such as purchase rights, obtaining and relinquishing an ownership stake in the company, and voting rules.
* The company has a dividend policy ?
Ownership
HelpThese guidelines establish the percentage of a company's profits that are paid annually to the shareholders or owners of the family business and the percentage that will be reinvested in the company.
* The company has a program for training heirs ?
Ownership
HelpA program that provides future leaders with the tools necessary to be responsible owners
* The company has a retirement plan for family members ?
Ownership
HelpIs there a pension fund or pension plan for family members? This plan should be integrated into the company's continuity plan.

Business

Successful family businesses have governance structures and processes suitable to their family, ownership, and business complexity.

* The company has a board of directors ? that meets at least four times per year.
Business
Help A body responsible for establishing and ensuring the implementation of the strategic vision, appointing senior management, taking decisions on mergers and acquisitions, etc.
* The company has a contingency plan ? in place in the event that its president or a key executive becomes unexpectedly incapacitated.
Business
HelpThe steps to take when dealing with unforeseen situations. This plan is important for ensuring long-term success.
* The company has a policy in place governing the hiring of family members ?
Business
Help In what cases and under what circumstances should a family member be employed?
* The company has an annual business plan.
Business
* The financial statements are audited annual by an external firm.
Business
* The company has a written succession plan ?
Business
HelpA process to identify and train future leaders, generally from the next generation of the family. It defines the timing and circumstances needed to conduct the handover.