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Family Business Succession Planning Course

Family Business Succession Planning Course
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Prison System Intelligence Advisor, and the course from Elevify was crucial for me to be the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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