The (Family) Business Diagnostic
Find out what’s really happening in your family business before it becomes a crisis.
Most businesses don’t fall apart over one big event. They fall apart slowly: over conversations that never happen, roles nobody defined, and decisions everyone avoids until something forces the issue.
The Family Business Diagnostic gives you a clear, honest picture of where your business and your family stand today, and what to do about it.
What it is
A private, in-depth review of your family enterprise, led personally by Jocelyn Greenky. We look at the family, the finances and the operations together, because in a family business you can’t fix one without the others.
What we look at
The Family
- Who actually makes the decisions, and who influences them
- Leadership and succession readiness
- Where conflict is building, and where it’s being avoided
The Finances
- Revenue, profit and cash flow trends over the last three years
- How family members are paid compared with the market
- Owner draws, debt, and money flowing between the family and the business
- How dependent the business is on one person or one customer
The Operations
- Who does what, and whether roles are clearly defined
- Systems, processes and how decisions get made day to day
- Gaps in management and key-person risk
- Governance: what’s written down, and what’s only assumed
Who it’s for
Established family enterprises facing a transition, a disagreement, or simply a feeling that things aren’t working the way they should.
Investment
Starting at $7,500, depending on the size and complexity of your business. If you continue working with Sider Road afterward, part of your Diagnostic fee is credited toward that work.