Family business directors are best served by assessing financial performance on both an absolute and a relative basis. Absolute financial performance can simply be read off the face of the financial statements, but making appropriate relative comparisons requires reliable data on similarly situated firms.
Benchmarking data typically focuses on financial performance but provides little perspective on the strategic financial decisions that can have a major influence on the sustainability of the family business.
Family business directors generally have little perspective on how other companies handle certain items like capital allocation, capital structure, and dividend policy. With the release of our Family Business Benchmarking Study, we aim to fill that gap.
Each section includes both data analysis and insights to help family business directors interpret the findings and apply them to strategic decisions.