Family Business Case Studies Across the World

Contents:

Foreword by Pramodita Sharma xvii
Foreword by Daniel Trimarchi xix
About the STEP Project Global Consortium xxi
Acknowledgments xxiii
1 Family firms across the world: succession and governance in
a disruptive era 1
Nupur Pavan Bang, Georges Samara, Rodrigo Basco, Andrea
Calabro, Jeremy Cheng, Luis Diaz-Matajira and Albert E. James
2 Family business case learning: how to maximize learnings from this
STEP project global casebook 10
Jeremy Cheng, Andrea Calabro, Luis Diaz-Matajira, Nupur Pavan
Bang, Rodrigo Basco, Albert E. James and Georges Samara

PART I CONFLICTS, SUDDEN DEATH AND SUCCESSION
3 Aborted succession: we need both succession and retirement plans 21
Miruna Radu-Lefebvre and Ameline Bordas
4 Mending the fence before the family fell apart: succession in the
Shampoo family 28
Kavil Ramachandran and Nupur Pavan Bang
5 The silence before the storm: intragenerational conflict for succession 37
OEzlem Yildirim-OEktem and Irmak Erdogan
6 Lessons learned from being NextGen 47
Peter Klein and Stefan Prigge
7 Florax Group: when unintended succession leads to unfulfilled promises 55
Rosemarie Steenbeek, Judith van Helvert and Jolanda D.A. Knobel
8 Succession turnaround at the Avendorp Group: a true family tragedy 63
Daniel Agterhuis, Julian van den Akker and Judith van Helvert

PART II GOVERNANCE FOR TRANSITION PLANNING
9 Valuing our values: family values driving business success 73
Eric Clinton and Stephen Browne
10 Time to hang up the boots? 82
Maria Jesus Hernandez-Ortiz, Francisca Panades-Zamora,
Myriam Cano-Rubio and Manuel Carlos Vallejo-Martos
11 A woman at the helm: growth and succession at Inversora Lockey C.A. 90
Nunzia Auletta and Patricia Monteferrante

PART III UNCONVENTIONAL WISDOM IN UNUSUAL TIMES
12 "Should I stay or should I go?": Filipe de Botton's dilemma 102
Alexandre Dias da Cunha and Remedios Hernandez-Linares
13 Can I retire? An early successor's dilemma 113
Dalal Alrubaishi
14 Which family prevails during divorce and succession? The Wagner
Avila case 121
Luis Diaz-Matajira and Stefano Wagner
15 "Chemical reaction": choosing a successor in a mosaic family 129
Elena Rozhdestvenskaya
16 Clease's Auto: how a global pandemic allowed a family to maintain
their family business legacy 138
Elizabeth Tetzlaff, Brittany Kraus and Albert E. James
17 The Ricci Durand family in the COVID-19 pandemic 144
Carmen Pachas Orihuela, Antonio Martinez Valdez and Cesar
Caceres Dagnino

PART IV RISING-GENERATION LEADERSHIP IN ONGOING DISRUPTIONS
18 Pineola Nurseries: family business succession under fire 153
Steve Gaklis
19 DC International: riding out of disruption as a third-generation successor 161
Marshall Jen, Jeremy Cheng, Kevin Au and Kelly Xing Chen
20 Am I ready for this? 169
Andrea "Ginny" Santiago
21 Universal Cement Corporation: doing "one thing at a time" in the
crisis of multiple needs? 177
Yi-Chun Lu, You-Fong Wu and Hsi-Mei Chung
22 Conclusion: the lessons learned 184
Rodrigo Basco, Albert E. James, Nupur Pavan Bang, Andrea
Calabro, Jeremy Cheng, Luis Diaz-Matajira and Georges Samara

Index

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• Espírito de iniciativa
• Estratégia de negócios
• Posse e organização de empresas
• Teoria e comportamento organizacional

Family business; succession planning; family business governance; family business ownership; family enterprise; business disruption and covid-19 pandemic; STEP Project Global Consortium