Family Business Succession Planning Course
This course equips family business owners with essential strategies for smooth succession planning, covering risk assessment, ownership transfer, governance, valuation, and actionable roadmaps to ensure business continuity.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Family Business Succession Planning Course provides a straightforward, step-by-step guide to ensure a seamless handover of ownership. You'll discover how to assess the company's worth, create tax-savvy transfer options, bring stakeholders together, set up basic governance systems, avoid disputes, and develop a 3–5 year action plan backed by useful tools, templates, and proven strategies from experts.
Elevify advantages
Develop skills
- Diagnose succession risks: swiftly identify threats from family dynamics, finances, and leadership.
- Design ownership transfers: evaluate options and select a tax-efficient, equitable approach.
- Establish governance: quickly form simple family councils, boards, and rules to handle conflicts.
- Handle valuation and funding: use practical techniques to value the business and arrange buyouts with available funds.
- Implement the roadmap: convert goals into a straightforward 3–5 year plan for transition.
Suggested summary
Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos really help with learning.

André FelipePrompt Engineering Student
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