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    Current-State Analysis

    Analysing the business’s management and legal side, and measuring its compliance with sustainability and governance standards.

    About the service

    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

    1. Gathering the documents

    2. Review and assessment

    3. A detailed final report

    4. 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.