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Family Business Succession Planning Course

Family Business Succession Planning Course
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the Elevify course was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. A lot of valuable information.
WiltonCivil Firefighter

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