The 2017 FBU Family Business Survey

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* 1. How many people do you employ?

1-10

11-25

26-50

51-100

101-250

More than 250

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* 2. Select the sector which best represents the nature of your business:

Food & Drink

Sustainable Tourism

Energy (including renewables)

Education

Manufacturing

Retail

Hotel & Leisure

Transport & Logistics

Homes & Gardens

Agriculture, Farming & Forestry

Health & Welfare

Property & Construction

Creative Industries

Professional & Financial Services

Other (please specify)

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* 3. What is the turnover of the business?

Less than £1 million

£1 - £5 million

£5 - £10 million

£10 - £20 million

£20 - £50 million

£50 - £100 million

More than £100 million

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* 4. In which region is your head office?

North East

North West

Yorkshire

Scotland

Wales

Northern Ireland

Midlands & Central

East & East Anglia

London & South East

South & South West

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* 5. Which is the oldest generation of the family currently working in the business?

First

Second

Third

Fourth

Fifth

Sixth

Seventh

Eighth

Ninth

Tenth or Older

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* 6. Are you optimistic about the forthcoming year for your family business?

Yes

Uncertain

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* 7. Is the current managing director/CEO?

	Yes	No
A family member	A family member Yes	A family member No
A woman	A woman Yes	A woman No
Planning to step down in the next 5 years	Planning to step down in the next 5 years Yes	Planning to step down in the next 5 years No

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* 8. Help us to determine the UK family business agenda. To what extent do you see the following as a challenge for your family firm in the next 12 months?

	Of No Concern At All	A Minor Concern	On The Agenda	A Key Issue	A Significant Challenge
The Economic Climate	The Economic Climate Of No Concern At All	The Economic Climate A Minor Concern	The Economic Climate On The Agenda	The Economic Climate A Key Issue	The Economic Climate A Significant Challenge
Regulation, Legislation & Red Tape	Regulation, Legislation & Red Tape Of No Concern At All	Regulation, Legislation & Red Tape A Minor Concern	Regulation, Legislation & Red Tape On The Agenda	Regulation, Legislation & Red Tape A Key Issue	Regulation, Legislation & Red Tape A Significant Challenge
BREXIT	BREXIT Of No Concern At All	BREXIT A Minor Concern	BREXIT On The Agenda	BREXIT A Key Issue	BREXIT A Significant Challenge
Changes In Leadership & Policies In The USA	Changes In Leadership & Policies In The USA Of No Concern At All	Changes In Leadership & Policies In The USA A Minor Concern	Changes In Leadership & Policies In The USA On The Agenda	Changes In Leadership & Policies In The USA A Key Issue	Changes In Leadership & Policies In The USA A Significant Challenge
Succession Planning	Succession Planning Of No Concern At All	Succession Planning A Minor Concern	Succession Planning On The Agenda	Succession Planning A Key Issue	Succession Planning A Significant Challenge
Recruiting, Retaining & Motivating Staff	Recruiting, Retaining & Motivating Staff Of No Concern At All	Recruiting, Retaining & Motivating Staff A Minor Concern	Recruiting, Retaining & Motivating Staff On The Agenda	Recruiting, Retaining & Motivating Staff A Key Issue	Recruiting, Retaining & Motivating Staff A Significant Challenge
Political Uncertainty In Scotland	Political Uncertainty In Scotland Of No Concern At All	Political Uncertainty In Scotland A Minor Concern	Political Uncertainty In Scotland On The Agenda	Political Uncertainty In Scotland A Key Issue	Political Uncertainty In Scotland A Significant Challenge
Profitability	Profitability Of No Concern At All	Profitability A Minor Concern	Profitability On The Agenda	Profitability A Key Issue	Profitability A Significant Challenge
Engaging & Developing The Next Generation	Engaging & Developing The Next Generation Of No Concern At All	Engaging & Developing The Next Generation A Minor Concern	Engaging & Developing The Next Generation On The Agenda	Engaging & Developing The Next Generation A Key Issue	Engaging & Developing The Next Generation A Significant Challenge
Developing An International Presence	Developing An International Presence Of No Concern At All	Developing An International Presence A Minor Concern	Developing An International Presence On The Agenda	Developing An International Presence A Key Issue	Developing An International Presence A Significant Challenge
Identifying & Maintaining Family Values	Identifying & Maintaining Family Values Of No Concern At All	Identifying & Maintaining Family Values A Minor Concern	Identifying & Maintaining Family Values On The Agenda	Identifying & Maintaining Family Values A Key Issue	Identifying & Maintaining Family Values A Significant Challenge
Extracting Value From The Business	Extracting Value From The Business Of No Concern At All	Extracting Value From The Business A Minor Concern	Extracting Value From The Business On The Agenda	Extracting Value From The Business A Key Issue	Extracting Value From The Business A Significant Challenge
Taxation	Taxation Of No Concern At All	Taxation A Minor Concern	Taxation On The Agenda	Taxation A Key Issue	Taxation A Significant Challenge
Developing Effective Marketing, PR & Communication Strategies	Developing Effective Marketing, PR & Communication Strategies Of No Concern At All	Developing Effective Marketing, PR & Communication Strategies A Minor Concern	Developing Effective Marketing, PR & Communication Strategies On The Agenda	Developing Effective Marketing, PR & Communication Strategies A Key Issue	Developing Effective Marketing, PR & Communication Strategies A Significant Challenge
Effectively Engaging On Social Media	Effectively Engaging On Social Media Of No Concern At All	Effectively Engaging On Social Media A Minor Concern	Effectively Engaging On Social Media On The Agenda	Effectively Engaging On Social Media A Key Issue	Effectively Engaging On Social Media A Significant Challenge
Balancing The Needs Of The Family & The Business	Balancing The Needs Of The Family & The Business Of No Concern At All	Balancing The Needs Of The Family & The Business A Minor Concern	Balancing The Needs Of The Family & The Business On The Agenda	Balancing The Needs Of The Family & The Business A Key Issue	Balancing The Needs Of The Family & The Business A Significant Challenge
Valuing The Business	Valuing The Business Of No Concern At All	Valuing The Business A Minor Concern	Valuing The Business On The Agenda	Valuing The Business A Key Issue	Valuing The Business A Significant Challenge
Managing Disputes & Disagreements	Managing Disputes & Disagreements Of No Concern At All	Managing Disputes & Disagreements A Minor Concern	Managing Disputes & Disagreements On The Agenda	Managing Disputes & Disagreements A Key Issue	Managing Disputes & Disagreements A Significant Challenge
Improving Shareholder Communications	Improving Shareholder Communications Of No Concern At All	Improving Shareholder Communications A Minor Concern	Improving Shareholder Communications On The Agenda	Improving Shareholder Communications A Key Issue	Improving Shareholder Communications A Significant Challenge
Developing Effective Governance	Developing Effective Governance Of No Concern At All	Developing Effective Governance A Minor Concern	Developing Effective Governance On The Agenda	Developing Effective Governance A Key Issue	Developing Effective Governance A Significant Challenge
Identifying & Developing Future Leaders	Identifying & Developing Future Leaders Of No Concern At All	Identifying & Developing Future Leaders A Minor Concern	Identifying & Developing Future Leaders On The Agenda	Identifying & Developing Future Leaders A Key Issue	Identifying & Developing Future Leaders A Significant Challenge
Sustainability	Sustainability Of No Concern At All	Sustainability A Minor Concern	Sustainability On The Agenda	Sustainability A Key Issue	Sustainability A Significant Challenge
Access To Finance	Access To Finance Of No Concern At All	Access To Finance A Minor Concern	Access To Finance On The Agenda	Access To Finance A Key Issue	Access To Finance A Significant Challenge
Managing Brand & Reputational Risk	Managing Brand & Reputational Risk Of No Concern At All	Managing Brand & Reputational Risk A Minor Concern	Managing Brand & Reputational Risk On The Agenda	Managing Brand & Reputational Risk A Key Issue	Managing Brand & Reputational Risk A Significant Challenge
Bringing In External Investors	Bringing In External Investors Of No Concern At All	Bringing In External Investors A Minor Concern	Bringing In External Investors On The Agenda	Bringing In External Investors A Key Issue	Bringing In External Investors A Significant Challenge
Dividend & Remuneration Planning	Dividend & Remuneration Planning Of No Concern At All	Dividend & Remuneration Planning A Minor Concern	Dividend & Remuneration Planning On The Agenda	Dividend & Remuneration Planning A Key Issue	Dividend & Remuneration Planning A Significant Challenge
Strategic Planning	Strategic Planning Of No Concern At All	Strategic Planning A Minor Concern	Strategic Planning On The Agenda	Strategic Planning A Key Issue	Strategic Planning A Significant Challenge
Preserving Wealth	Preserving Wealth Of No Concern At All	Preserving Wealth A Minor Concern	Preserving Wealth On The Agenda	Preserving Wealth A Key Issue	Preserving Wealth A Significant Challenge
Dealing With Sibling Rivalry	Dealing With Sibling Rivalry Of No Concern At All	Dealing With Sibling Rivalry A Minor Concern	Dealing With Sibling Rivalry On The Agenda	Dealing With Sibling Rivalry A Key Issue	Dealing With Sibling Rivalry A Significant Challenge
Creating A Legacy	Creating A Legacy Of No Concern At All	Creating A Legacy A Minor Concern	Creating A Legacy On The Agenda	Creating A Legacy A Key Issue	Creating A Legacy A Significant Challenge
Building The Value Of The Business	Building The Value Of The Business Of No Concern At All	Building The Value Of The Business A Minor Concern	Building The Value Of The Business On The Agenda	Building The Value Of The Business A Key Issue	Building The Value Of The Business A Significant Challenge
Selling The Family Business	Selling The Family Business Of No Concern At All	Selling The Family Business A Minor Concern	Selling The Family Business On The Agenda	Selling The Family Business A Key Issue	Selling The Family Business A Significant Challenge
Becoming Effective Stewards For Future Generations	Becoming Effective Stewards For Future Generations Of No Concern At All	Becoming Effective Stewards For Future Generations A Minor Concern	Becoming Effective Stewards For Future Generations On The Agenda	Becoming Effective Stewards For Future Generations A Key Issue	Becoming Effective Stewards For Future Generations A Significant Challenge
Innovation & Keeping The Business Current	Innovation & Keeping The Business Current Of No Concern At All	Innovation & Keeping The Business Current A Minor Concern	Innovation & Keeping The Business Current On The Agenda	Innovation & Keeping The Business Current A Key Issue	Innovation & Keeping The Business Current A Significant Challenge
Retirement & Planning For Later Life	Retirement & Planning For Later Life Of No Concern At All	Retirement & Planning For Later Life A Minor Concern	Retirement & Planning For Later Life On The Agenda	Retirement & Planning For Later Life A Key Issue	Retirement & Planning For Later Life A Significant Challenge
Managing A Growing Shareholder Base	Managing A Growing Shareholder Base Of No Concern At All	Managing A Growing Shareholder Base A Minor Concern	Managing A Growing Shareholder Base On The Agenda	Managing A Growing Shareholder Base A Key Issue	Managing A Growing Shareholder Base A Significant Challenge

The 2017 FBU Family Business Survey

Question Title

* 1. How many people do you employ?

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* 2. Select the sector which best represents the nature of your business:

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* 3. What is the turnover of the business?

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* 4. In which region is your head office?

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* 5. Which is the oldest generation of the family currently working in the business?

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* 6. Are you optimistic about the forthcoming year for your family business?

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* 7. Is the current managing director/CEO?

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* 8. Help us to determine the UK family business agenda. To what extent do you see the following as a challenge for your family firm in the next 12 months?

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* 9. What do you see as the single biggest challenge for your family business going forward and why?

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* 10. If you would like to receive a copy of our completed report please add your name and email address to the box below: