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 a seamless transition.

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 smooth handover of ownership. You will learn to assess the company's worth, create tax-saving transfer options, bring together the views of those involved, set up basic management systems, avoid disagreements, and develop a 3–5 year action plan backed by useful tools, forms, and advice from experts.
Elevify advantages
Develop skills
- Diagnose succession risks: swiftly identify threats from family, money matters, and leadership.
- Design ownership transfer: weigh different options and select a tax-wise, equitable setup.
- Set up governance: quickly establish simple family councils, boards, and rules for handling disputes.
- Handle valuation and funding: use practical approaches and arrange buyouts with available funds.
- Execute the roadmap: convert goals into a straightforward 3–5 year plan for transition.
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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