Survey of Advisors to Family-Owned Businesses, May 2009

Posted in Quick Links & Good Ideas May 2009

Keywords: family business, strategic planning, survey

With the help of the Family Firm Institute (FFI), we recently surveyed advisors to family-owned businesses across the United States. Our goal was to gain an understanding of how the present economic situation is affecting the services they provide to clients, as well as to tap into their outlook on the future of our economy based on their current interactions with their clients.

The results are available online and in the attached PDF.

We encourage you to compare your experiences and assumptions against what is found in our survey. Similar to our Chicago area business leaders surveys, we believe we've uncovered some interesting insights unique to family business advisors.

Feel free to contact your Blackman Kallick representative at 312-207-1040 if you have any questions. Likewise, don't hesitate to share our findings with your clients or anyone else you think might be interested.

We look forward to learning your thoughts.

Barry and David

BlackmanKallickStrategyInsights.com

Sincerely,

Barry S. Cain, former Managing Director, Strategic Services
David Spitulnik, former Director, Strategic Services
Suzanne Lane, Senior Manager, Strategic Services
 

This publication is part of Blackman Kallick’s marketing of professional services, and is not written tax advice directed at the specific facts and circumstances of any person and/or entity. Contents of this publication are of a general nature, and you should not act on this information without obtaining professional advice from your business advisor that is appropriately tailored to your individual needs and circumstances. This written advice is not intended or written to be used, and cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code.


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Chicago, IL 60606-3770

p 312-207-1040
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This publication is part of Blackman Kallick’s marketing of professional services, and is not written tax advice directed at the specific facts and circumstances of any person and/or entity. Contents of this publication are of a general nature, and you should not act on this information without obtaining professional advice from your business advisor that is appropriately tailored to your individual needs and circumstances. This written advice is not intended or written to be used, and cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code.