Family Business Succession Planning Course
This course equips you with essential tools and strategies for family business succession planning. You will learn to accurately value your company, create fair and tax-efficient ownership transfer plans, establish effective governance structures to prevent conflicts, and build a detailed 3-5 year implementation roadmap. These skills ensure business continuity, strong governance, and sustained growth for future generations.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Gain a structured approach to family business succession planning, covering company valuation techniques, tax-optimised transfer strategies, stakeholder alignment methods, basic governance frameworks, conflict prevention tactics, and development of a 3-5 year action plan with ready-to-use tools, templates, and expert best practices.
Elevify advantages
Develop skills
- Identify succession risks by assessing family, financial, and leadership challenges swiftly.
- Design ownership transfers by evaluating options for tax-efficient and equitable structures.
- Establish governance through simple family councils, boards, and conflict resolution mechanisms.
- Perform company valuation and plan funding for smooth buyouts with adequate liquidity.
- Develop a practical 3-5 year roadmap to execute succession objectives effectively.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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