Current-State Analysis
Analysing the business’s management and legal side, and measuring its compliance with sustainability and governance standards.
This service analyses the administrative and legal side of a family business by gathering, reviewing and assessing its documents, then issues a full final report on how far it meets sustainability and governance standards, setting out its strengths and weaknesses and the recommendations needed.
Objectives
- Supporting compliance
- Stronger governance
- Backing the business’s strategic goals
- A roadmap to best practice
Procedures
Gathering the documents
Review and assessment
A detailed final report
A walkthrough meeting
Outputs
- A full final report on how far the business meets sustainability and governance standards.
- The business’s strengths and weaknesses.
- The recommendations needed for improvement and continuity.


