Either passing the baton or selling business: succession dilemma in family businesses

Authors

Keywords:

Succession; Family businesses; Life cycle; Organizational structure.

Abstract

Based on real experiences that authors lived, this case aims to discuss succession in family businesses and has as its dilemma the decision to passing the baton to the next generation or selling the business to third parties. The main characters of the case are the founder, Engineer Mario, and his daughter Mariana. It addresses the impasse of a not planned succession due to health issues. The background theory to understand the current situation of the company and guide the decision of the dilemma is the life cycle one.

Downloads

Download data is not yet available.

References

ALBERTON, A.; SILVA, A. B. Como escrever um bom caso para ensino? Reflexões sobre o método. Revista de Administração Contemporânea, v. 22, n. 5, p. 745-761, 2018. https://doi.org/10.1590/1982-7849rac2018180212

CHIMENTI, P. C. P. S. Reflexões sobre casos de ensino memoráveis. Revista de Administração Contemporânea, v. 24, n. 5, p. 376, 2020. https://doi.org/10.1590/1982-7849rac2020200102

DAFT, R. L.; MACINTOSH, N. B. The nature and use of formal control systems for management control and strategy implementation. Journal of Management, v. 10, n. 1, p. 43-66, 1984. https://doi.org/10.1177/014920638401000105

ERSKINE, J. A.; LEENDERS, M. R.; MAUFFETTE-LEENDERS, L. Teaching with cases. London: School of Business Administration, The University of Western Ontario, 1998.

FREZATTI, F., RELVAS, T. R. S., NASCIMENTO, A. R., JUNQUEIRA, E. R., BIDO, D. S. Perfil de planejamento e ciclo de vida organizacional nas empresas brasileiras. Revista de Administração, v. 45, n. 4, p. 383-399, 2010. https://doi.org/10.1016/S0080-2107(16)30469-1

GALBRAITH, J. The Stages of Growth. Journal of Business Strategy, v. 3, n. 1, p. 70-79, 1982. https://doi.org/10.1108/eb038958

GREINER, L. E. Evolution and revolution as organizations grow. Harvard Business Review, v. 50, n. 4, p. 37-46, 1972. https://hbr.org/1998/05/evolution-and-revolution-as-organizations-grow.

LESTER, D. L.; PARNELL, J. A. Aligning factors for successful organizational renewal. Leadership & Organization Development Journal, v. 23, n. 2, p. 60-67, 2002. https://doi.org/10.1108/01437730210419189

LESTER, D. L.; PARNELL, J. A.; CARRAHER, S. Organizational life cycle: A five-stage empirical scale. The International Journal of Organizational Analysis, v. 11, n. 4, p. 339-354, 2003. https://doi.org/10.1108/eb028979

LESTER, D. L.; PARNELL, J. A.; “RICK” CRANDALL, W.; MENEFEE, M. L. Organizational life cycle and performance among SMEs. International Journal of Commerce and Management, v. 18, n. 4, p. 313–330, 2008. https://doi.org/10.1108/10569210810921942

MILLER, D.; FRIESEN, P. H. A longitudinal study of the corporate life cycle. Management Science, v. 30, n. 10, p. 1161-1183, 1984. https://doi.org/10.1287/mnsc.30.10.1161

MINTZBERG, H. Power and organization life cycles. Academy of Management Review, v. 9, n. 2, p. 207- 224, 1984. https://doi.org/10.5465/amr.1984.4277632

MOREIRA, L. V. M. Sistema de controle gerencial como fator de influência no ciclo de vida organizacional de empresas familiares (Dissertação de mestrado). Universidade de São Paulo, 2016. São Paulo. https://doi.org/10.11606/D.12.2017.tde-24032017-161133

QUINN, R. E.; CAMERON, K. Organizational life cycles and shifting criteria of effectiveness: Some preliminary evidence. Management Science, v. 29, n. 1, p. 33-51, 1983. https://doi.org/10.1287/mnsc.29.1.33

SCOTT, M.; BRUCE, R. Five stages of growth in small business. Long Range Planning, v. 20, n. 3, p. 45-52, 1987. https://doi.org/10.1016/0024-6301(87)90071-9

SILVA, A. C.; SANTOS, A. C. F.; VAZ, S. L.; FERREIRA, L. C. M.; SARDENBERG, D. P. Sucessão familiar e o caso do Hospital Mater Dei: O Dilema do Sucedido. Revista de Casos e Consultoria, v. 14, n. 1, e30320, 2023

VALERIANO, C. E. B. Ciclo de vida organizacional e artefatos de Contabilidade Gerencial: Uma investigação nas 250 PME que mais cresceram no Brasil entre 2008 e 2010 (Dissertação de mestrado). Universidade de São Paulo, 2012. São Paulo. https://doi.org/10.11606/D.12.2013.tde- 07052013-195437

WICKBOLDT, L. A.; CABRAL, L. M. M. A. C.; KRONBAUER, C. A.; SILVA, J. L. R. A empresa vai mudar de dono: e agora? Revista de Casos e Consultoria, v. 12, n. 1, e26764, 2021.

Published

30-05-2024

How to Cite

CAMARGO, R. A.; RUSSO, P. T.; AMARAL, J. V. Either passing the baton or selling business: succession dilemma in family businesses. Revista de Casos e Consultoria, [S. l.], v. 15, n. 1, p. e34105, 2024. Disponível em: https://periodicos.ufrn.br/casoseconsultoria/article/view/34105. Acesso em: 22 jul. 2024.

Issue

Section

Cases, Educational Objects and Experience Reports