Family Business Succession Planning Course
This course equips family business owners with essential strategies for effective 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 seamless handover of ownership. You will learn to assess the company's worth, create tax-savvy transfer options, harmonise the goals of all involved parties, establish 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 framework.
- Set up governance: quickly form simple family councils, boards, and rules to manage conflicts.
- Handle valuation and funding: use practical techniques to value the business and arrange buyouts with available funds.
- Execute the roadmap: convert goals into a precise 3–5 year plan for smooth 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 classes 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 help a lot with learning.

André FelipePrompt Engineering Student
FAQ
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course