Beta
FBL Toolbox — July 2026
← Step 1
Family Business Life
FBL TOOLBOX
← Step 1The Foundation Statement
You have two options
Build My Foundation Statement Now →
Skip ahead to Step 3 — build your v.1 from your own scores alone.
or
I Want to Hear From Others First
Send the 24 statements to five people. Return to Step 3 once they've scored.
!
Beta Limitation  ·  Read Before You Continue

This step — sending the 24 statements to others and seeing the Gap Report — requires a server-side infrastructure we’re building for the post-beta launch.

During beta, respondents cannot submit their scores from their own devices.

The Gap Report in Step 3 runs on sample data so you can preview exactly what your report will look like once it’s live after July 1.

You can still use this page to think through who you’d want to hear from — that thinking is worth doing now. Skip the live scoring until after beta ends.

Why This Step Matters

The gap between your scores and theirs is the real foundation.

That gap is the source of most family business conflict. Day 2 makes it visible.

Who to Invite

Choose five people whose perspective is worth knowing.

1
A family member active in the business — someone who works alongside you day to day.
2
A next-generation family member — if applicable, someone who will inherit or lead one day.
3
A key non-family employee — a long-tenured leader who has seen how the business actually runs.
4
A trusted advisor — someone outside the business who knows it well. CPA, attorney, board member.
5
Your choice — whoever's perspective you most need and least expect to hear.
Track Your Five Respondents
1
Pending
2
Pending
3
Pending
4
Pending
5
Pending

Names are saved locally on your device only — never submitted or shared. Use the status buttons to track who's responded.

How to Send It
1
Copy the Respondent Link Below
The link opens the same 24 statements in a clean, standalone version — no leader scores visible, no context that could influence their answers.
2
Send It With a Brief Note
Keep it simple and direct. Here’s a message you can copy and send as-is or adapt:
Suggested Message

I’m working on something for our business — a Foundation Statement that names what we actually stand on as a family business. As part of that, I’m asking a few people whose perspective I trust to score the same 24 statements I scored.

It takes about 10 minutes. No right answers — just your honest read on what’s actually true about how we operate today. Please score on your own, before comparing notes with anyone else.

Here’s the link: [paste your respondent link here]

Thank you — your perspective matters more than you know.

Or Scan to Send via Text
Scan to send text
Opens your messages app with this note prefilled
3
Ask Them to Score Alone
Independent scores are the whole point. The moment they compare notes with each other — or with you — the data gets muddied. Ask them to score and submit before talking to anyone else about it.
4
Give It 24–48 Hours
Once all five have responded, come back here and move to Step 3. The gap report and your Foundation Statement are waiting.
When You’re Ready  ·  Step 3
Building Your Foundation Statement
You’ve sent the link. Come back here once your respondents have scored — or go to Step 3 now and build your v.1 from your own scores alone.
Go to Step 3 →