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Family Business Succession Planning Course

Family Business Succession Planning Course
from 4 to 360h flexible workload
certificate valid in your country

What will I learn?

This Family Business Succession Planning Course provides a clear, step-by-step framework to ensure a smooth handover of ownership. You'll learn to value the business, create tax-efficient transfer options, align the interests of stakeholders, establish simple governance systems, avoid disputes, and develop a 3–5 year implementation plan backed by practical tools, templates, and best practices from experts.

Elevify advantages

Develop skills

  • Succession risk assessment: swiftly identify threats from family dynamics, finances, and leadership.
  • Ownership transfer planning: evaluate options and select a tax-efficient, equitable approach.
  • Governance establishment: quickly set up efficient family councils, boards, and dispute resolution mechanisms.
  • 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 action 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 of the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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