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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

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 Carlo
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 Ferres
Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.
André Felipe
André FelipePrompt Engineering Student

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