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Compass for Entrepreneurial Families

Structure Your Priorities

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Make sure to print this and to take a fresh look at it a month from now.

Click and drag the priorities most pressing to your family business, and drop them in the structure/forum they should be brought up in

Family Council Fair process

Board of Directors Policies and Procedures

Shareholders Group Shareholder's Agreements

Governance
Structures
& Agreements

We need criteria for entry into the family business

The next generation needs more education

It is time to develop a ‘Rules of the Game’ for our Ownership group

We need more inclusiveness in our decision-making

The question of compensation needs to be addressed

A conflict management mechanism is needed

The transition / succession process needs to be addressed

Our communication needs help

Drafting a preliminary agreement would benefit us

We need to observe a more balanced fair process

Click and drag the priorities most pressing to your family business, and drop them in the structure/forum they should be brought up in

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