Family Enterprise Assessment Tool

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The FEAT® Experience

feat [fēt] noun
An act or achievement that requires great courage, skill, or strength

Navigating the complexities of multigenerational families that own a business or other shared assets can be a huge ‘feat’, especially with modern day challenges. Working together, gaining new perspectives, and planning proactively can provide impactful change for lasting legacy.  

FEAT® provides a snapshot of the current state of family dynamics and business enterprise and is used as a foundation for legacy planning. It is the first virtual research-based assessment, developed by Dennis T. Jaffe, PhD and Caroline Coleman Bailey.

It is designed to anonymously gather family stakeholder perceptions in a simple and safe environment, allowing every voice to be heard. Given global uncertainty and being geographically dispersed, connecting with family is more important than ever.

Simple Process, Lasting Rewards

The FEAT® experience includes three simple steps:

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DISCOVER

Learn about FEAT® and determine if its right for the family.

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ACTIVATE

Gather input, communicate with family and launch assessment.

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ENGAGE

Review results and prepare for family meeting.

 

FEAT can be used by small families as well as large complex families with fully customized alternatives available. To learn more view our frequently asked questions or contact feat@premiergrowth.com.

Facilitator Training Program

Caroline and Dennis offer an informative and insightful Facilitator Training Program for professionals to learn more about the tool and how to effectively use it with families. 

Once the initial training session is complete, you will have exclusive access to the FEAT Community providing ongoing education and guidance. Caroline and Dennis will host interactive conversations highlighting relevant topics about FEAT. This is an opportunity to gain additional insights, explore family case studies, and share stories about how the tool is used successfully.

Praise for FEAT

"FEAT® provides a convenient, confidential, and safe way of gathering and categorizing useful data from family stakeholders. It allows every voice to be heard and serves as a catalyst for thoughtful, productive, family conversations. Look forward to using this collaborative-learning tool in my practice."

—Paul Edelman, PhD, Family Enterprise Coach & Facilitator, Edelman & Associates

I’m celebrating that I’m one of the first certified to use this solid 360 family enterprise assessment tool. I can help families start an open, transparent, and data-driven conversation about their future as a family and as an enterprise. Thank you for bringing this resource to life!" 

—Britta Gruenig, Founder & Managing Director, Gruenig & Partners

"Glad to have completed my FEAT training with so many advisors in the family business field. Thank you for creating such a robust tool."

—Natalie McVeigh, Managing Director, EisnerAmper

"I am very excited to be one of the first advisors certified to use this amazing 360 review tool designed for family enterprises. Thanks for creating this excellent tool."

— Grey Merryman, Head of Wealth Planning, Atlantic Union Bank Wealth Management

Ready to get started with FEAT®?