Family + Business Diagnostic Lab

Solutions

Family + Business Diagnostic Lab

How do I know if my business and family is healthy?

Do I have relevant and robust communication practices in place?

Do I have the right governance structure and processes in place for the family group?

Do we have family harmony and is there a sense of equality among our next generation?


Deloitte Private have developed a unique methodology that assists Family Enterprises seeking to safeguard the future of their family business and improve the communication between family members and the business.


The methodology is bought to life through a focused workshop facilitated by a team of Family Enterprise specialist and SMEs, providing you with a broad range of perspectives to;

  • quickly advise and prepare you for the path to achieving your family and business goals;
  • and help you prioritise and recommend the most critical initiatives to support your Family + Business roadmap.

 

When it comes to family enterprises there are common predictors for family harmony, business success and longevity. Thriving family enterprises, who withstand multiple generational transitions, understand the mindset and practices that create prolonged personal and financial success. Our specialist family enterprise advisers can guide families along this path. Adrian Batty, National Family Enterprise Leader.

Family + Business Diagnostic Lab

Contact us

Elise Elliott

Elise Elliott

Partner, Deloitte Private

Elise is a partner of Deloitte Private and has over 15 years’ experience assisting private businesses and family groups with issues related to business growth, management and ownership transfer, exit ... More

Edward Draydon

Edward Draydon

Partner, Tax

Highly experienced family office professional with expertise in Family succession dynamics and strategy, wealth transition, and inter-generational planning. Working alongside families of significant w... More

Paula Capaldo

Paula Capaldo

Partner, Deloitte Private

Paula is an experienced Deloitte Private Partner servicing privately owned and operated businesses with revenues between $5m and $1bn. Paula leads the Family and Individual Wealth segment of Deloitte ... More

Adrian Batty

Adrian Batty

Partner, Deloitte Private, Tax & Advisory

Adrian is the National Leader for Family Enterprise business for Deloitte Private in Australia. Adrian is a market executive of the National, APAC and Global Deloitte Private businesses and is also a ... More

Jacqui Peachey

Jacqui Peachey

Partner, Deloitte Private

I have over 15 years’ experience assisting private businesses, family groups and high net worth individuals to manage their accounting and tax compliance obligations and issues related to ownership tr... More