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For Consultants
 

Who should participate

Ideally, the following individuals should participate in your assessment:

  • The CEO/founder and spouse
  • Each partner, owner or family member who has or anticipates having ownership in the company
  • Each family member who works for the firm
  • Key managers who have substantial experience with the firm and intimate knowledge of its internal workings

It is not unusual for one or more the above categories to not be represented in a particular business. In any case, the most beneficial and reliable results are produced by the broadest possible participation.

Is there a minimum age for participants?
Family members in their teens who anticipate working and/or owning shares in the firm, may participate, particularly if they meet the following criteria:

  • He or she is familiar with the business
  • Has the ability to reasonably observe the company
  • Is able to comment or form an opinion about aspects of the firm's functioning

There is no absolute age minimum for participation. However, we have found that some, but not all, 15-year olds are able to contribute to their firm's assessment.

Is this a group exercise?
No. Each participant must complete his or her own questionnaire separately. You will gain the greatest value from your assessment if participants do not compare or discuss their responses before the Solution Sage report is received and shared for discussion (if you so choose).

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