Sunday, 6 December 2015

Understanding the nature of family business and the core values

                            THE FAMILY BUSINESS
 General objectives:
Understand the nature of family business and the core values.
Specific objectives:
By the end of the topic the learner should be able to:
i)                     Explore the tenets of family business
ii)                  Explain the challenges of a family business
iii)                Explain the role of family business in enhancing economic growth

Introduction
Simply defined as any business in which majority of ownership and control lies in within a family in which two or more family members are involved.
It is a dual system of the family and the business.
Over 60% of the world businesses are family businesses.
Special nature of family businesses due to roles and relationships.
Advantages of family business
         Communication can be speeded
         Understanding of each other
         Trust
         Commitment (self-sacrifice).
Disadvantages
         Family dynamics interferes with business relations
         Authority may be harder to exercise
         Confused roles
         Business pressures can burn out family relations.
CONCEPTUAL MODEL OF FAMILY BUSINESS
         Recognition of the family as a dual system is not enough to understand the issues involved.
         Actually there are three systems instead of two:
         Family
         Ownership
         Business (management)
Each of the three systems overlaps and goes through transition over time.
A model of family business can be used to illustrate the relationship between the business, family and ownership. This model is shown below:
The Three Circle Model
 
Source: Gersick, Lansberg, Desjardins and Dunn (1999). Stages and transitions: managing change in family business. Family Business Review. Vol 7 no.4 pp.287

Key players in a Family business
The actors in the family business can be divided into two groups:
(1) Family members and
(2) Non-family members.
Each group has its own perspective and set of concerns and is capable of exerting pressures within the family and the firm. 
a) Family Members 
 Neither an Employee nor an Owner.
Children and in-laws are usually in this group.  Although they may not be part of the business operations, they can exert pressure within the family that affects the business.
For example, children may resent the time a parent spends in the business.
This creates a problem because parents usually develop guilt feelings as a result of their neglect and the resentment expressed by the children.
In-laws, on the other hand, are viewed either as outsiders and intruders or as allies and therefore are usually ignored or misunderstood.
 For example, a daughter-in-law is usually expected to support her husband's efforts in the business without a clear understanding of family or business dynamics.
She may contribute to family problems or find herself in the middle of a family struggle.
The son-in-law faces similar, if not worse, problems. He may be placed in a competitive situation with his wife's brothers.
If he isn't involved in the family business, he can still exert pressure on the business in his role as his wife's confidant.


An Employee but not an Owner
This family member works in the business but does not have an ownership position. For this individual, conflict may arise for a number of reasons. 
For example, if he or she compares himself or herself to the family member who has an ownership position but is not an employee, a sense of inequity may result.
The member may voice his or her resentment: “I'm doing all the work, and they just sit back and get all the profits.” Or resentment may occur when decisions are made by owners alone.
Here, he or she may feel: I'm working here every day. I know how decisions are going to affect the company. Why didn't they ask me?
Family members employed in or associated family business generally expects to be treated differently from non-family employees.
An Employee and an Owner
This individual may have the most difficult position. He or she must effectively handle all the actors in both systems.
As an owner, he or she is responsible for the well being and continuance of the business, as well as the daily business operations.
He or she must deal with the concerns of both family and non-family employees.
Often, the founder, as the sole owner and chief executive, falls in this category.
Not an Employee but an Owner
This group usually consists of siblings and retired relatives. Their major concern usually is the income provided by the business; thus, anything that threatens their security may cause conflict.
For example, if the managing owners want to pursue a growth strategy that will consume cash and has an element of risk, they may face resistance from retired relatives who are concerned primarily about dividend payments.


a)     Non-family Members
An Employee but not an Owner
This group deals with the issues of nepotism and coalition building and the effects of family conflicts on daily operations.
Owners' concerns for non-owner employees usually involve recruiting and motivating non-family employees and non-family owner-managers
An Employee and an Owner
With the emergence of stock-option plans, this group has become more important.
Employees may become owners during a succession.
In companies where a successor has been chosen, partial ownership of the company by its employees can foster cooperation with the new management because the employees will personally share the benefits and responsibilities of the company.
In cases where there is no successor, selling the company to the employees who have helped build it makes good business sense.
 Employees who own the company will want to be treated like owners, which may be difficult for family members to understand and accept.

INTERGENERATIONAL TRANSITION CONCEPT
Difficulties
Ø  Lack of transition planning
Ø  Lack of viability of the business
Ø  Little desire on the part of the owner to transfer the firm
Ø  Reluctance of the off springs to join the firm
Ø  Difficulties in choosing a successor


Challenges in choosing a successor
          Fear of death
          Reluctance to let go
          Identifying the right qualities and the person
          Personal loss of identity
          Fear of loosing work activity
          Feeling of jealousy/rivalry towards the successor
Structures to facilitate transition
          Family council
          Estate planning \ will
          Strategic planning
          Grooming successor
          Independent BOD.
Review questions
Discuss the main conflicts in a family business
Explain the major sources of family business conflicts
Discuss the relationships between a family business and its members
 List of references
  1. Bangs, D. H., Jr. (1998). The business planning guide: Creating a plan for success in your own business. (8th Edition). Chicago: Upstart Publishing.
  2. Brenner, G., Ewan, J., & Custer, H. (1990). The complete handbook for the entrepreneur. Englewood Cliffs, NJ: Prentice Hall

Stolze, W. J. (1999). Start up: An entrepreneur's guide to launching and managing

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