Family Business Legacy Assessment™

Your business survived because
you built it. Whether it survives you is a different question.

A licensed Cambridge IfM diagnostic for Saudi family enterprises, delivered through structured interviews and direct data review — not a self-assessment questionnaire. A straight answer, in 3–4 weeks, on where you stand, where the real risk sits, and where to start.

Start the assessment See what it measures

A 3–4 week engagement: we interview the founder, family, and leadership, score the findings, and hand you one readiness map and a recommended next step — no commitment beyond that.

70% of family firms do not make it to the second generation
90% never make it to the third — most often for lack of a plan, not lack of a market

Not because the businesses were weak. Because the transition was never designed — it just happened, or didn't.

Three founders. One unresolved question.

Most owners we meet recognize themselves in more than one of these.

Control & legacy
"I built this. I'm not watching it come undone after I'm gone."

Thirty, forty years in, and nobody's told you no in a decade. You know the next-generation conversation is overdue — you've also seen how these stories usually end. This isn't a paperwork problem. It's a control problem.

Scale & ambition
"We're good regionally. I want us to matter beyond Saudi."

Stable, profitable, well known at home — and that's starting to feel like a ceiling. The gap isn't ambition. It's that the structure that got you here wasn't built for where you want to go next.

Governance & clarity
"Every family meeting turns into a confrontation, and nobody will say what they actually want."

Decisions that should take a week take six months. Ownership is unclear, authority is contested, and there's no forum built to absorb the disagreement. The business runs around the conflict instead of through a system.

One readiness map. Three interlocking pillars.

The score doesn't judge which is "good" or "bad." It tells us where to start, and how fast we can move.

1
Structured interviews

With the founder, family members, key leaders and trusted advisors — not a form emailed out.

2
Document & data review

Governance papers, structure, decisions, talent and risk records examined directly.

3
Independent scoring

Findings scored against the licensed framework, then calibrated across partners to remove individual bias.

4
One read-out

A single session with the owner and family presenting the map, the risk, and the recommended path.

FOUNDER FAMILY BUSINESS

Founder

Trust in the organization and its leaders, readiness to transfer authority, and clarity on the role that comes after.

TrustWillingnessControlNext role

Family

Ownership clarity, alignment across the family, and whether there's a real mechanism for decisions and disagreement.

OwnershipAlignmentDecision-makingCommunication

Business

Governance, leadership bench strength, and how independent the organization is from any one individual.

GovernanceLeadershipProcessesIndependence
IfM Engage co-brand mark — confirm final license/usage terms before public launch
Licensed methodology

Built on the Cambridge IfM family enterprise framework

The Family Business Legacy Assessment™ applies a framework licensed from the Cambridge Judge Business School Centre for Family Enterprise (Cambridge IfM). It is not an internally invented checklist — the scoring model, the three-pillar structure, and the interview protocol all come from a credentialed, externally validated methodology, applied under license to every engagement we run.

A diagnostic first. Depth only where it's earned.

The Family Business Legacy Assessment stands on its own. These five areas extend it — engaged only where the findings point there.

Core · Licensed

Legacy
Assessment

Where every engagement is grounded

Module

Board Effectiveness

Structure, charters, and decision rights for boards that exist on paper but not in practice.

Module

Enterprise Transformation

Operating model, structure, and execution discipline for growth beyond the regional ceiling.

Module

NextGen Leadership

Readiness, development, and a founder transition ladder built on evidence, not assumption.

New
Module

Founder's Next Journey

Board seats, philanthropy, and thought leadership — designing what the founder moves toward next.

Module

Holding Company Architecture

Group structure, center-vs-sector authority, and governance once one business became several.

Core · Licensed

Family Business Legacy Assessment

Where every engagement is grounded.

Module

Board Effectiveness

Structure, charters, and decision rights for boards that exist on paper but not in practice.

Module

Enterprise Transformation

Operating model, structure, and execution discipline for growth beyond the regional ceiling.

Module

NextGen Leadership

Readiness, development, and a founder transition ladder built on evidence, not assumption.

Module · New

Founder's Next Journey

Board seats, philanthropy, and thought leadership — designing what the founder moves toward, not only what's handed over.

Module

Holding Company Architecture

Group structure, center-vs-sector authority, and governance once one business became several.

Evidence, not a questionnaire

Every finding is built from interviews, documents, and direct scoring against the licensed Cambridge IfM framework — never a form a family fills out alone.

Partner-led

Founding partners take part personally in the diagnosis, the interviews, and the decisions that follow — not a delegated analyst team.

Independent & confidential

An objective, private conversation with no pre-set agenda — confidentiality is built in from the first call, not added later.

A sharper focus, under a new name.

Strategic Advantage reflects a shift in who we serve and how we're positioned — not a new team starting from zero.

Organizations our founding partners have personally advised, prior to this repositioning, available as references on request.

Start the assessment.

A short conversation first — no obligation, no proposal fired back by email. Here's what actually happens once you reach out.

  • 1. A founding partner reviews your message personally and replies within 2 business days.
  • 2. A private 30-minute call to understand the situation and confirm the assessment is the right fit.
  • 3. If it is, we scope the 3–4 week engagement and agree a start date and confidentiality terms.
Email us hello@strategicadvantage.sa WhatsApp +966 50 000 0000 Call +966 50 000 0000