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DEAR KELLOGG ALUM!
Please help us tailor our Center's offerings to meet the needs of Kellogg Alumni from family enterprises. All responses will be kept confidential. Thanks in advance for your participation.
Professors John L. Ward and Lloyd E. Shefsky, Co-Directors of the Center for Family Enterprises.
Title:
Mr.
Mrs.
Ms.
Dr.
Other
Your Name (Last name, First name):
Preferred E-Mail Address:
Preferred Mailing Address:
Preferred Phone Number (including country code):
Kellogg Graduation Year:
Kellogg Program (check one):
Full-Time Day
Part-Time
EMP
Other
Gender:
Male
Female
What generation # are you in the family business?
1
2
3
4
5
6
Other
Your Nationality:
This is how I am involved in the family business (check all that apply):
I work in my family's business.
I am an owner/shareholder in my family's business.
I am a board member in my family's business.
Other:
Name(s) of the Family Business(es):
Headquarter location of Family Business (city, state/province, country):
Founding year or acquisition year of the family business:
Company or Family Enterprise website address:
My position/title in the family business is:
Our family enterprise includes the following (check all that apply):
Family Business(es)
Family Foundation
Family Investment Company
Family Office
Family Council
I am most interested in the following family business topics (check all that apply):
Independent Board of Directors
Family Meetings
Family Councils and Family Governance
Family Employment Policies
Family Compensation Methods
Stock Options or Phantom Stock
Family Constitution or Protocol
Entering the Family Business
Succession
Sibling Teams
In-Laws in the Family Business
Globalizing the Family Business
New Ventures in the Family Business
Family Foundation
Family Office
Family Investment Firm
Family Shareholder Agreements
Buying Out Family Members
Assuming CEO Responsibilities
Role of the Board Chairman
Selling the Family Business
Women in the Family Business
Other
I am willing to
share
my personal experiences with Kellogg Students and/or Kellogg Alums on the following family business topics (check all that apply):
Independent Board of Directors
Family Meetings
Family Councils and Family Governance
Family Employment Policies
Family Compensation Methods
Stock Options or Phantom Stock
Family Constitution or Protocol
Entering the Family Business
Succession
Sibling Teams
In-Laws in the Family Business
Globalizing the Family Business
New Ventures in the Family Business
Family Foundation
Family Office
Family Investment Firm
Family Shareholder Agreements
Buying Out Family Members
Assuming CEO Responsibilities
Role of the Board Chairman
Selling the Family Business
Being a Woman in the Family Business
Other
Industries in which the family business is involved:
Countries/regions where the family business has significant active operations (check all that apply):
US/Canada
Mexico
Central America
South America
South Asia
East Asia
Europe
Middle East
Africa
Australia
Other:
Is any part of your family enterprise(s) publicly listed (check all that apply):
No
Yes, in U.S.
Yes, in other country(ies)
Number of employees in the family business (approximately):
Annual revenues in the family business (check one):
less than $1 million
$1-20 million
$21-50 million
$51-100 million
$101-500 million
$501-999 million
$1 billion or more
Number of
current
family owners/shareholders in the family business (check one):
1
2-5
6-10
11-20
21 or more
Approximate number of family shareholders expected in 10-15 years:
Total number of directors on the board of the family business (check one):
5 or fewer
6
7
8
9
10
11
12
13
Number of fully independent (non-family, non-employee) directors on the family business board (check one):
0
1
2
3
4
5
6 or more
We invite you to send us a sample item from your family business, as well as material relating to its history, for our Center's display shelves and archives. Please list what you will be sending us:
This survey information may be shared exclusively with (check all that apply):
MBA students in the family business course from business owning families who have also completed this survey
Kellogg Alumni who are also from business owning families and who have also completed this survey
None of the above