How can we help?
Close

News & Resources

Discover the latest news from Family Business Association and access to tools and resources tailored to family businesses.

image description
image description
image description

Family Business Diagnostic Resources

Thank you for completing 'Your Family Business Diagnostic' a tool specifically designed for family businesses. This diagnostic allows you to see how your family business stacks up against global benchmarks and identify areas for improvement, based on research by the Family Business Resource Centre highlighting 8 key factors that successful family businesses excel in.

Your report outlines your three strengths and three areas for growth, aligned with the 8 Key Success Factors below.

To help your family business reach its full potential, please use the links to courses, programs, resources, tools, and professional advisors. These resources are aligned with each success factor to support your development in these areas.

Haven't completed the 'Your Family Business Diagnostic'? Access the diagnostic tool to receive your tailored report and improve your family business.

Note: Resources will continue to be added to this page to support your family business.

8 Key Success Factors

  • Courses

    Financial Essentials

    This course explores financial management in the context of a family business. Understand the health of your business, establish warning indicators, and assess the true value of your business to make informed and effective decisions. You’ll also learn the practical value of financial performance dashboards to monitor and communicate key performance measures.

    View Upcoming Course

    Strategic Business Planning

    This course will provide your family business with the knowledge, tools and resources to develop a tailored strategic plan, instilling clarity, direction and a systematic decision-making approach aligned to your family’s vision, values and legacy. This course is offered with an on-demand, self-paced online structure, allowing you to progress through the 8 hours of content at your own convenience. To ensure you are supported throughout the self-paced course, FBA Specialist Accredited Advisor and experienced family business expert, Harry Kras, will be only a click away throughout the duration of the program. 

    Start Now

    Programs

    Forum Groups

    Forum Groups offer a supportive and confidential space to navigate challenges, raise tough issues and talk them through, workshop ideas or issues, and celebrate successes. Led by an accredited family business facilitator, the Forum Program is your unique opportunity to seek counsel, learn from other’s experience, and share your own learnings. Running a family business can be extremely rewarding but it does come with a number of complexities and challenges. Ultimately, no one understands the nuances of family business better than you and your peers.

    Learn More

    Owner Manager Program

    Many family-owned businesses have benefited from Australian Owner Manager's programs. Their exclusive programs give family business owners the tools, application, and connections to effect immediate change that will propel your business and personal life forward. The Owner Manager Programs are perfect for next-generation owners taking greater control of family business.

    Learn More

    Professional advice

    FBA Accredited Advisors

    Connect with expert FBA Family Business Accredited Advisors to receive trusted guidance and support from professionals who understand the nuances of operating a family business, so you can collaborate in confidence.

    Accredited Advisors complete 6 months of study through FBA and our partnership with the University of Adelaide’s Family Business Education and Research Group, as well as ongoing learning. The program provides advisors with world-class education focused on understanding the unique challenges faced by family businesses. 

    Advisor Directory

    Resources

    Article - Maximising Business Value

    Article - Trust as a Competitive Advantage

    Presentation - Conversation and Communication Basics… Yes, We Also Mean Conflict

    Presentation - Are you Growth Ready? From Friction to Flow 

    Webinar - 10 Questions to Raise with Family Members to Avoid “Shirtsleeves to Shirtsleeves"


    Tools

    Checklist - ANZ Growing Your Business Checklist

    Checklist - Why Change Fails

    Checklist - Working with Non-Family Executives

    Checklist - The 3D Developmental Model

    Checklist - One Page Plan

    Checklist - Strategic S.W.O.T Analysis Tool

    Checklist - Mindmapping

    Checklist - One Page Plan

  • Courses

    Governance & Directorship

    This is the only governance and directorship course specifically designed for family business. You will learn about the unique challenges directors face in relation to family, business and shareholders, how to establish and maintain appropriate governance structures, directorial duties, and effective implementation strategies to meet your family’s unique needs.

    View Upcoming Course

    Financial Essentials

    This course explores financial management in the context of a family business. Understand the health of your business, establish warning indicators, and assess the true value of your business to make informed and effective decisions. You’ll also learn the practical value of financial performance dashboards to monitor and communicate key performance measures.

    View Upcoming Course

    Strategic Business Planning

    This course will provide your family business with the knowledge, tools and resources to develop a tailored strategic plan, instilling clarity, direction and a systematic decision-making approach aligned to your family’s vision, values and legacy. This course is offered with an on-demand, self-paced online structure, allowing you to progress through the 8 hours of content at your own convenience. To ensure you are supported throughout the self-paced course, FBA Specialist Accredited Advisor and experienced family business expert, Harry Kras, will be only a click away throughout the duration of the program. 

    Start Now

    Programs

    Forum Groups

    Forum Groups offer a supportive and confidential space to navigate challenges, raise tough issues and talk them through, workshop ideas or issues, and celebrate successes. Led by an accredited family business facilitator, the Forum Program is your unique opportunity to seek counsel, learn from other’s experience, and share your own learnings. Running a family business can be extremely rewarding but it does come with a number of complexities and challenges. Ultimately, no one understands the nuances of family business better than you and your peers.

    Learn More

    Owner Manager Program

    Many family-owned businesses have benefited from Australian Owner Manager's programs. Their exclusive programs give family business owners the tools, application, and connections to effect immediate change that will propel your business and personal life forward. The Owner Manager Programs are perfect for next-generation owners taking greater control of family business.

    Learn More

    Professional advice

    FBA Accredited Advisors

    Connect with expert FBA Family Business Accredited Advisors to receive trusted guidance and support from professionals who understand the nuances of operating a family business, so you can collaborate in confidence.

    Accredited Advisors complete 6 months of study through FBA and our partnership with the University of Adelaide’s Family Business Education and Research Group, as well as ongoing learning. The program provides advisors with world-class education focused on understanding the unique challenges faced by family businesses. 

    Advisor Directory

    Resources

    Article - The Power of FBA’s Forum Group Program: Real Stories, Real Impact

    Article - 5 reasons why finding the right support can transform your family business

    Article - Being in business can be lonely, a group of trusted peers can make it easier

    Article - Small business marketing strategy: Why it's essential | ANZ

    Article - Developing a business risk management plan | ANZ

    Article - Professionalising the Family Business

    Article - Structuring the Family Business for Success

    Article - So You Work with Your Family in Business

    Tools

    Checklist - ANZ Risk Assessment Checklist

    Checklist - Why Change Fails

  • Courses

    Governance & Directorship

    This is the only governance and directorship course specifically designed for family business. You will learn about the unique challenges directors face in relation to family, business and shareholders, how to establish and maintain appropriate governance structures, directorial duties, and effective implementation strategies to meet your family’s unique needs.

    View Upcoming Course

    Program

    Forum Groups

    Forum Groups offer a supportive and confidential space to navigate challenges, raise tough issues and talk them through, workshop ideas or issues, and celebrate successes. Led by an accredited family business facilitator, the Forum Program is your unique opportunity to seek counsel, learn from other’s experience, and share your own learnings. Running a family business can be extremely rewarding but it does come with a number of complexities and challenges. Ultimately, no one understands the nuances of family business better than you and your peers.

    Learn More

    Professional advice

    FBA Accredited Advisors

    Connect with expert FBA Family Business Accredited Advisors to receive trusted guidance and support from professionals who understand the nuances of operating a family business, so you can collaborate in confidence.

    Accredited Advisors complete 6 months of study through FBA and our partnership with the University of Adelaide’s Family Business Education and Research Group, as well as ongoing learning. The program provides advisors with world-class education focused on understanding the unique challenges faced by family businesses. 

    Advisor Directory

    Resources

    Article - Moving from the old to the new

    Presentation - Family Offices – When is the Right time to Start for My Family?

  • Program

    Forum Groups

    Forum Groups offer a supportive and confidential space to navigate challenges, raise tough issues and talk them through, workshop ideas or issues, and celebrate successes. Led by an accredited family business facilitator, the Forum Program is your unique opportunity to seek counsel, learn from other’s experience, and share your own learnings. Running a family business can be extremely rewarding but it does come with a number of complexities and challenges. Ultimately, no one understands the nuances of family business better than you and your peers.

    Learn More

    Professional advice

    FBA Accredited Advisors

    Connect with expert FBA Family Business Accredited Advisors to receive trusted guidance and support from professionals who understand the nuances of operating a family business, so you can collaborate in confidence.

    Accredited Advisors complete 6 months of study through FBA and our partnership with the University of Adelaide’s Family Business Education and Research Group, as well as ongoing learning. The program provides advisors with world-class education focused on understanding the unique challenges faced by family businesses. 

    Advisor Directory

  • Courses

    Governance & Directorship

    This is the only governance and directorship course specifically designed for family business. You will learn about the unique challenges directors face in relation to family, business and shareholders, how to establish and maintain appropriate governance structures, directorial duties, and effective implementation strategies to meet your family’s unique needs.

    View Upcoming Course

    Strategic Business Planning

    This course will provide your family business with the knowledge, tools and resources to develop a tailored strategic plan, instilling clarity, direction and a systematic decision-making approach aligned to your family’s vision, values and legacy. This course is offered with an on-demand, self-paced online structure, allowing you to progress through the 8 hours of content at your own convenience. To ensure you are supported throughout the self-paced course, FBA Specialist Accredited Advisor and experienced family business expert, Harry Kras, will be only a click away throughout the duration of the program. 

    Start Now

    Program

    Forum Groups

    Forum Groups offer a supportive and confidential space to navigate challenges, raise tough issues and talk them through, workshop ideas or issues, and celebrate successes. Led by an accredited family business facilitator, the Forum Program is your unique opportunity to seek counsel, learn from other’s experience, and share your own learnings. Running a family business can be extremely rewarding but it does come with a number of complexities and challenges. Ultimately, no one understands the nuances of family business better than you and your peers.

    Learn More

    Professional advice

    FBA Accredited Advisors

    Connect with expert FBA Family Business Accredited Advisors to receive trusted guidance and support from professionals who understand the nuances of operating a family business, so you can collaborate in confidence.

    Accredited Advisors complete 6 months of study through FBA and our partnership with the University of Adelaide’s Family Business Education and Research Group, as well as ongoing learning. The program provides advisors with world-class education focused on understanding the unique challenges faced by family businesses. 

    Advisor Directory

    Resources

    Article - Moving from the old to the new

    Article - Family Constitutions - Is the Hype Real?

    Webinar - Family Constitutions - Is the Hype real?

    Video - Good Governance: How to Build or Refresh a Board

  • Courses

    Planning for Succession

    Transitioning leadership is a complex strategic process that impacts the future of the family business, and early planning is key. This course delves into essential topics such as exit strategies, leadership rules, and nurturing successors. Gain vital insights, mitigate challenges and disputes, and foster harmony within your family business with this FBA course.

    View Upcoming Course

    Programs

    Forum Groups

    Forum Groups offer a supportive and confidential space to navigate challenges, raise tough issues and talk them through, workshop ideas or issues, and celebrate successes. Led by an accredited family business facilitator, the Forum Program is your unique opportunity to seek counsel, learn from other’s experience, and share your own learnings. Running a family business can be extremely rewarding but it does come with a number of complexities and challenges. Ultimately, no one understands the nuances of family business better than you and your peers.

    Learn More

    Professional advice

    FBA Accredited Advisors

    Connect with expert FBA Family Business Accredited Advisors to receive trusted guidance and support from professionals who understand the nuances of operating a family business, so you can collaborate in confidence.

    Accredited Advisors complete 6 months of study through FBA and our partnership with the University of Adelaide’s Family Business Education and Research Group, as well as ongoing learning. The program provides advisors with world-class education focused on understanding the unique challenges faced by family businesses. 

    Advisor Directory

    Resources

    Article - Investing in your Long Term Quality of Life

    Article - Wealth Transfers: How To Reverse the 70% Failure Rate

    Presentation - Ageing Parents – the Underbelly for Families and their Business

    Book Review - The Element: Finding Your Passion Changes Everything

    Book Review - Who Moved my Cheese?

Other Resources

Please explore additional resources and tools to support your family business in various areas below.