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 and family harmony.

flexible workload from 4 to 360h
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 will discover how to assess the company's worth, craft tax-savvy transfer options, harmonise the needs of those involved, establish basic oversight systems, avoid disputes, and develop a 3–5 year action plan backed by useful tools, templates, and proven advice from specialists.
Elevify advantages
Develop skills
- Succession risk assessment: swiftly identify risks related to family dynamics, finances, and leadership.
- Ownership transfer planning: evaluate different options and select a tax-efficient, equitable arrangement.
- Governance establishment: quickly set up simple family councils, boards, and rules to handle conflicts.
- Valuation and financing: use practical techniques to value the business and arrange buyouts with available funds.
- Roadmap implementation: convert goals into a straightforward 3–5 year plan for the 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 help a lot with learning.

André FelipePrompt Engineering Student
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