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Home > Succession Planning

Succession Planning - articles & tools for success

A collection of articles to help you understand the issues and  recommended processes in succession planning for your business.


A Succession Planning Process Checklist For Owners Free to view
Category: Expert Talk >Succession, Mergers & Acquisitions
The following succession planning checklists can be used by family business members as part of the succession planning process.

Australian Small & Medium Sized Business And Succession Planning
Category: Expert Talk > Succession, Mergers & Acquisitions
Succession planning in small to medium sized business is an important concern for the Australian business community. Recent research conducted by Monash University underscores the fact that while 70 per cent of family business owners believe succession planning is important, only 12 per cent have a documented plan.

The AXA Family Business Succession Planning Model - The Business
Category: Expert Talk > Succession, Mergers & Acquisitions
The recurring theme in family business literature is that of an owner-manager who through years of hard work has built a successful and valuable enterprise and then, by failing to address certain critical business continuity issues, endangers the long-term health or even the existence of the enterprise.

The AXA Family Business Succession Planning Model - The Family
Category: Expert Talk > Succession, Mergers & Acquisitions
I don't know how I am ever going to get along with my brothers and sisters in the business.

The AXA Family Business Succession Planning Model - The Model
Category: Expert Talk > Succession, Mergers & Acquisitions
The following model of the succession planning process is influenced by life cycle and systems theories and are based on work with families in business, and research in the area. This model has been found to be effective in family business practice.

A 10-Step Guide To Family Business Succession Planning
Category: Expert Talk > Succession, Mergers & Acquisitions
A family business seeks professional advice for a ‘business’ issue or problem. The solution suggested makes sense and a plan is agreed. The plan, however, is not implemented. Why?

An Overview Of The Succession Process In Family Businesses
Category: Expert Talk > Succession, Mergers & Acquisitions
Most family enterprises do not start out as family businesses. Family businesses are usually the outcome of entrepreneurial individuals who pursue visions to start a business of their own.

The Kikkoman Corporation
Category: Case Studies > Family Business
The Kikkoman Corporation is one of Japan's oldest firms and a global leader in sale of shoyu or natural soy sauce. The company was established around 1660 and spans some 19 generations. Four phases of organisational change and development characterise the family and the firm.

Telling Furphy's Isn't Part Of The Game
Category: Case Studies > Succession, Mergers & Acquisitions
The Furphy family in Victoria have been manufacturers since before Federation - so they know a bit about family company succession issues.

Handing Over The Company Is Hard To Do, But You Must
Category: Case Studies > Succession, Mergers & Acquisitions
The Tobin Brothers funeral directors have seen a lot of death - and they have tried to avoid the problems it can cause family companies.

How To Succeed At Succession
Category: Case Studies > Succession, Mergers & Acquisitions
The CEO of a family-owned hardware chain in Victoria knows it is time to retire. But how to pass the baton - and to whom?

Take The $10 Million - And Don't Run
Category: Case Studies > Succession, Mergers & Acquisitions
Selling your business might be like selling your own child — but it may be the best option.

Ambivalence Concerning The Development Of A Succession Plan
Category: Expert Talk > Succession, Mergers & Acquisitions
The founder letting go of his business can be compared to a father leading his favourite daughter down the aisle. He knows he has to let her go; he did not choose his son-in-law and yet he has to hand over his precious daughter for better or for worse and trust that things will turn out all right.

Continuity Planning In Owner-Managed Businesses
Category: Expert Talk > Succession, Mergers & Acquisitions
Where will your business be in 5 to 10 years, or such other time as you decide to retire?

Regeneration And Growth Of Family Businesses
Category: Expert Talk > Succession, Mergers & Acquisitions
How can family business owners use succession planning and transition between generations of owners in a family-owned or closely-held business as an opportunity to jointly regenerate the business and promote the health of the owning family?

Structuring Your Family Business
Category: Expert Talk > Family Business
Successful family businesses involve a delicate balance of sound business practices and family relationships.

Family Business Founders' Departure Styles
Category: Expert Talk > Succession, Mergers & Acquisitions
In family business literature the founder-owner-manager is viewed as the main influence in the family business and the leader’s final act is to leave the business.


Articles: succession planning


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