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.

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 a seamless handover of ownership. You'll discover how to assess the business'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 strategies from experts.
Elevify advantages
Develop skills
- Succession risk assessment: swiftly identify risks to family dynamics, finances, and leadership.
- Ownership transfer planning: evaluate options and select a tax-efficient, equitable approach.
- Governance establishment: quickly set up simple 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 transition strategy.
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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