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Publication
Empresas familiares: a sucessão familiar
| Name: | Description: | Size: | Format: | |
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| 1.79 MB | Adobe PDF |
Advisor(s)
Abstract(s)
Esta investigação estudou de forma abrangente e detalhada o processo de sucessão familiar em empresas familiares, destacando a sua importância para a sustentabilidade e crescimento dessas organizações. Através da revisão da literatura e da análise de estudos de caso envolvendo uma empresa de material elétrico, que irá ocorrer uma a sucessão, e uma empresa de construção civil, onde ocorreu a sucessão
A revisão da literatura (Porfírio et al., 2020; Gagné et al., 2021) destacou que as empresas familiares têm um papel crucial na economia, mas enfrentam desafios únicos no processo de sucessão. Conflitos familiares, falta de profissionalização e planeamento inadequado foram identificados como obstáculos comuns. Os estudos de caso trouxeram o conhecimento sobre estratégias eficazes, como a descentralização da tomada de decisões, promoção baseada no mérito e inclusão de consultores externos. Essas estratégias, corroboradas pela teoria, demonstraram que a transição pode ser bem- sucedida quando planeada com cuidado e adaptada ao contexto de cada empresa.
Como método de recolha de dados, optou-se por entrevistas semiestruturadas. Esta escolha visa proporcionar uma abordagem personalizada e aprofundada, percebendo-se as experiências, perceções e opiniões dos membros das empresas familiares diretamente envolvidos na sucessão. A flexibilidade das entrevistas semiestruturadas permite explorar nuances específicas do fenómeno, adaptando-se às particularidades de cada entrevistado. A combinação destas abordagens metodológicas - estudo de caso e entrevistas semiestruturadas - é uma estratégia pensada para ajudar a revelar os intricados elementos da sucessão familiar em empresas familiares.
A comparação entre os casos e a teoria aplicada constatou a importância de adaptar as práticas recomendadas à cultura e contexto únicos de cada empresa. A reflexão sobre a eficácia dessas práticas identificou áreas de melhoria, como equilibrar a descentralização com uma visão estratégica. Por fim, a conclusão destacou que a sucessão familiar é um processo vital para a continuidade das operações, a preservação dos valores e a adaptação ao mercado em constante evolução.
This comprehensive work extensively examined the process of family succession in family businesses, underscoring its significance for sustainability and growth of these organizations. Through literature review and analysis of case studies involving an electrical materials company and a construction company, challenges encountered during succession, strategies employed to overcome them, and insights garnered from real experiences were explored. The literature review (Porfírio et al., 2020; Gagné et al., 2021) highlighted that family businesses play a crucial role in the economy but face unique challenges in the succession process. Common obstacles identified include family conflicts, a lack of professionalization, and inadequate planning. Case studies have contributed insights into effective strategies, such as decentralization of decision-making, merit-based promotion, and the inclusion of external consultants. These strategies, supported by theory, have demonstrated that a carefully planned transition, adapted to each company's context, can lead to successful succession. As a data collection method, we opted for semi-structured interviews. This choice aims to provide a personalized and in-depth approach, capturing the experiences, perceptions, and opinions of family business members directly involved in succession. The flexibility of semi-structured interviews allows for exploring specific nuances of the phenomenon, adapting to the peculiarities of each interviewee. The combination of these methodological approaches—case study and semi-structured interviews—is a deliberate strategy to help unveil the intricate elements of family succession in family businesses. The comparison between the cases and applied theory emphasized the importance of adapting recommended practices to the unique culture and context of each company. Reflection on the effectiveness of these practices identified areas for improvement, such as balancing decentralization with a strategic vision. Finally, the conclusion highlighted that family succession is a vital process for the continuity of operations, the preservation of values, and adaptation to the constantly evolving market.
This comprehensive work extensively examined the process of family succession in family businesses, underscoring its significance for sustainability and growth of these organizations. Through literature review and analysis of case studies involving an electrical materials company and a construction company, challenges encountered during succession, strategies employed to overcome them, and insights garnered from real experiences were explored. The literature review (Porfírio et al., 2020; Gagné et al., 2021) highlighted that family businesses play a crucial role in the economy but face unique challenges in the succession process. Common obstacles identified include family conflicts, a lack of professionalization, and inadequate planning. Case studies have contributed insights into effective strategies, such as decentralization of decision-making, merit-based promotion, and the inclusion of external consultants. These strategies, supported by theory, have demonstrated that a carefully planned transition, adapted to each company's context, can lead to successful succession. As a data collection method, we opted for semi-structured interviews. This choice aims to provide a personalized and in-depth approach, capturing the experiences, perceptions, and opinions of family business members directly involved in succession. The flexibility of semi-structured interviews allows for exploring specific nuances of the phenomenon, adapting to the peculiarities of each interviewee. The combination of these methodological approaches—case study and semi-structured interviews—is a deliberate strategy to help unveil the intricate elements of family succession in family businesses. The comparison between the cases and applied theory emphasized the importance of adapting recommended practices to the unique culture and context of each company. Reflection on the effectiveness of these practices identified areas for improvement, such as balancing decentralization with a strategic vision. Finally, the conclusion highlighted that family succession is a vital process for the continuity of operations, the preservation of values, and adaptation to the constantly evolving market.
Description
Keywords
Estudo de Caso Estratégias de Sucessão Familiar Empresas Familiares Sucessão Familiar Sustentabilidade Family Succession Family Businesses Sustainability Succession Strategies