Data, Reports, and Research
Data, reports, and research provide valuable insights into family business trends, performance, and challenges. They help support strategic planning, highlight best practices, and facilitate informed decision-making for effective management and growth.
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2025 EY and University of St.Gallen Global 500 Family Business IndexThe 2025 EY and University of St.Gallen Family Business Index reveals the largest family enterprises are growing faster than the global economy.
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PwC Annual CEO Survey — Family Business Insights (2025)A subset of PwC’s 2025 global CEO survey focusing on family-owned firms, examining generative AI adoption, sustainability investment, diversity, and profit impact relative to non-family peer.
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KPMG Global family business report 2025Built on survey data from 2,683 businesses across 80+ countries, this report dives into governance, sustainability, strategic boards, and growth capital as core drivers of high performance.
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The North America Family Business Report 2023Brightstar Capital Partners and Campden Wealth's 2023 report surveyed 100+ family businesses, highlighting concerns like succession planning, family conflict, technology, and governance.
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Credit Suisse: Family Business White PapersCredit Suisse partnered with top academic institutions, resulting in a series of White Papers offering insights, case studies, and guidelines on family business.
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The secrets of outperforming family-owned businesses: How they create value—and how you can become oneMcKinsey & Company explores how top family businesses excel through strong governance and clear family-business separation.
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2024 Family Business Survey: Key Findings ReportThe 2024 Family Business Survey by First Bank highlights market expansion, structured succession planning, generational differences in motivations, and an optimistic future outlook.
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Global Entrepreneurship Monitor Family Entrepreneurship Report (2019/2020)Examines family involvement in global entrepreneurship, highlighting the prevalence of family-managed businesses, the support they receive, and the unique challenges they face.
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The evolution of the field of family business research over a decade (2012–2022)This paper from Small Business Economics reviews the evolution of family business research from 2012–2022, analyzing 4,064 articles, identifying trends, key authors, and future research gaps.
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Texas State University Family Business Research Productivity RankingPublished annually, the Texas State University Family Business Research Productivity Ranking provides insight into the universities and scholars at the forefront of family business research.
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Conway Center for Family Business: Family Business FactsCompilation of family business facts from the Conway Center for Family Business.
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Cornell University' Johnson School of Business: Family Business FactsFamily Business Facts compiled by Cornell University's Johnson School of Business.
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Infographic: The Family Business—Successes and ObstaclesCompilation of family business data from SCORE (Service Corps of Retired Executives).
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Largest Family-Owned Businesses from Business Rankings AnnualIncludes several lists of the top 10 largest family businesses by location. Enter "family business" in the Search within Publication box to view lists.
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Forbes: Small Business Statistics Of 2024The latest small business statistics for 2024 provide a snapshot of current trends and future directions.
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MetLife & U.S. Chamber of Commerce Small Business IndexProvides a quarterly snapshot of small business sector health and owner perspectives on economic trends.
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NFIB Small Business Optimism IndexThe NFIB Optimism Index measures small business owners' confidence and outlook on economic conditions, providing insights into trends and challenges facing the sector.
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How to Research a Family BusinessNYPL guide to help genealogy researchers discover information about a defunct family-owned business or ancestor's occupation, but may be useful to researchers looking for historic business information.
