Foundational Family Business Tools

Family Business Checkup

How is your family business doing? That question can be hard to answer sometimes.

The business might be doing well, but the family may be struggling. How do we account for that? At Prairie Family Business Association, we know what it takes to make a successful family business tick, and we’ve put together a checkup that you can take to determine how your family business is doing.

Getting Started with PFBA Checklist

One of the most common questions we get from families is “Where do I start?”

Ensuring your business endures into the next generation takes real, intentional effort. However, the process of transitioning from working “in” your family business to working “on” it can be daunting, and it can be difficult to know where to start. Download our Getting Started Checklist for tangible steps to begin the process:

Sample Family Meeting Agenda

A family plan and regular family communication can add to the health of your family business.

We have developed a sample family meeting agenda that you can use as a guide for your next family meeting and a resource to help you advance your relationships – with the goal of a more cohesive family and a continually successful business. 

Family Constitution

This important document explicitly states your family’s values, assumptions, and understandings about how your family business operates.

As your family grows and the business is passed down through generations, it will become trickier to keep all family members on the same page if these foundational assumptions and ideas are not written down. We’ve put together an outline to follow as you are working on your family's version.

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