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Family Business Cases

The case studies included here are brief vignettes that can be used by professionals as conversation starters or for in-depth analysis in the consulting process.

When family businesses recruit outside executives, “A-level” candidates expect best practices within company governance and the search process.

As family advisors, we know the drill. We are called to the scene and get down to investigating what happened. There is smoke and despair in the air. Porcelain has been shattered.

n the beginning, it was all about the founders’ quest for anonymity, to keep the family under the radar and the family business link private.

This week’s Practitioner features the Family Enterprise Case Competition (FECC) held at the University of Vermont in mid-January. One of the nice things about being The Practitioner is that you get invited places!

Women do it differently, we’re told, and this is true of many influential women in family firms.

As advisors, we seek to help our clients evolve to different places. Sometimes this entails changing strategies, growing the business, advancing the professionalization agenda, developing next generation leaders or increasing knowledge and awareness of their uniqueness.

Case study has emerged as a prominent methodological approach for qualitative researchers interested in family business (FB).

Culture is often thought of as a set of fixed, rigid, unchangeable characteristics belonging to a group in a specific geographic area.

Please enjoy a podcast with Doug Box of Box Family Advisors. In this interview with Lanie Jordan, Doug shares the story of his family’s business and how he, as an advisor, would have dealt with them as the client family.

This week’s Practitioner features the Family Enterprise Case Competition held at the University of Vermont, January 15-17. One of the nice things about being The Practitioner is that you get invited places!

Research Applied précis prepared by John L. Ward, Kellogg School of Management, Northwestern University Family first or business first?

Everyone will be familiar with a version of the entrepreneur’s story that celebrates the personal achievements of an individual who succeeds, sometimes after overcoming adversity through a combination of hard work and innate talent.

Karen Vinton’s podcast interview with Nadine Kammerlander, co-author of The Impact of Shared Stories on Family Firm Innovation: A multi-case study.

Generational Transfer Models Ariel Diéguez, 35 years old, is the eldest son of Carlos and Mariana, the founders of a family business.

Thanks to FFI Fellow Paul Karofsky for this week’s blog, highlighting some key elements of his interview with Mitzi Perdue, whose life and career have spanned two major family businesses. Mitzi Perdue understands the world of family enterprise on two levels. First, as the daughter of Ernest Henderson, co-founder of the Sheraton Hotel chain, and second, from her 17 year marriage to the late chicken icon, Frank Perdue. As the only daughter of Ernest Henderson, Mitzi was never considered for a role in Sheraton Hotels. Nor did she consider one for herself.

Facilitating more than 120 meetings over seven years with family enterprise members in forum groups has given me a rare and privileged opportunity to see family business myths discussed, challenged, and role-played.

“I am an entrepreneur, because I don’t know how to do anything else,” is one of the phrases from the interview that might help to define Jaume Tomás Carulla’s versatile nature.

A case: One beautiful, sunny day, Edward, 73, sat back at his desk and assessed his life. He was living the dream—with one exception. He had several homes, a devoted second wife, and he spoke with his best friends every day. However, his business was failing. Over the past ten years, he had hired many of his best friends to lead various divisions of his manufacturing company, and Edward and his GMs were having a ball. The company manufactured sporting goods that he and his friends used all the time. Unfortunately, the

Thanks to FFI Fellow Ron Drucker for the latest in “blogs from the Fellows” for his review of the Netflix thriller “Bloodline” — a family business saga with implications for practitioners.

The third of three cases on topics relevant to family enterprise advisors and their clients, “Marrying into the Family Business: Strategizing complex dynamics” by Judith Coche, provides insights and resources on this topic from a behavioral science perspective.