1) The family has a family forum that meets to discuss family and business matters

2) Our family business has a formal document that describes the relationship between the family and the business

3) Family members hold regular scheduled meetings concerning our family business

4) Our family business has written plans to guide actions and decisions in the business

5) Our family business has a standing agreement on how to address issues that may arise in the business

6) We undertake formal strategic planning for our family business

7) During the succession process explicit efforts are made to train successor for future role in the family business

8) During the succession process explicit attention is given to familiarize successor with employees in the family business

9) The decision of who the successor has been clearly communicated to family members active in the business

10) The decision of who the successor had been clearly communicated to the key employees

11) During the succession process explicit attention was given to familiarize the potential successors with the business

1) The family business has performed well or better since the management/leadership of the business transferred to successor

2) The family business has proved to be sustainable since the management/leadership of the business transferred to successor

3) The relationship among family members are positive after the management/leadership of the business transferred to successor

4) All family members involved in the family business are satisfied with succession process

5) The retired owner satisfied with succession process

6) I improved the revenue and profits of the family business after the leadership or management of the business handed over to successor