Transition Dilemma in a Closely Held Family Business: A Case of Excel Transporters

Manoj Joshi; Amit K. Sinha; Shailja Dixit; Balvinder Shukla

doi:10.24310/ejfbejfb.v8i1.4939

Autores/as

Manoj Joshi Professor of Strategy, Entrepreneurship and Innovation, Amity Business School, Amity University, Lucknow Campus, Uttar Pradesh, INDIA India https://orcid.org/0000-0001-6031-8924
Amit K. Sinha Associate Professor- Finance Amity Business School, Amity University, Lucknow Campus, Uttar Pradesh, INDIA India
Shailja Dixit Associate Professor- Marketing Amity Business School, Amity University, Lucknow Campus, Uttar Pradesh, INDIA India
Balvinder Shukla Professor of Entrepreneurship and Leadership Vice Chancellor?Amity University Uttar Pradesh, INDIA India

DOI:

https://doi.org/10.24310/ejfbejfb.v8i1.4939

Palabras clave:

Empresas familiares, Conflictos, Transición, Sucesión, Profesionalización, Estructura de gobierno corporativo

Agencias: No

Resumen

El objetivo de este estudio de caso es investigar los problemas que surgen en el momento de la transición de propiedad, negocios y riqueza en una Empresa Familiar multigeneracional que sea Sociedad Anónima cerrada. Esto es particularmente relevante si el propietario-gerente fundador tiene que pasar el heredero a la descendencia y específicamente si el titular es una mujer. A través de este caso, los autores han intentado discutir la importancia de la estructura de propiedad, planear la transición y mitigar los conflictos en elmomento de la transición generacional.El caso se basa en la investigación primaria y la información secundaria, y se ha probado varias veces después de la publicación, donde se identificaron y completaron las lagunas. Los resultados indican que la ausencia de la estructura de gobierno corporativo (propiedad) genera conflictos durante la transferencia de la posición de poder en una empresa de este tipo. Esto refleja la necesidad de profesionalizar el negocio familiar para evitar el colapso de la comunicación y la confianza dentro de la unidad familiar. Los herederos preparados inadecuadamente, las entradas forzadas de hermanos en el negocio sin competencia además de la distribución de propiedad y negocios de los patriarcas son una gran preocupación en una empresa familiar de este tipo.

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