Family Business and Succession Planning
Learn a comprehensive, holistic approach that considers both the business and the family in developing a succession plan.

Course Information

Start Date: May 16 - 19, 2023

Format: On Campus

Times: 8:00 am - 5:00 pm (Tues - Thurs); 8:00 am - 12:00 pm (Fri)

Cost: $21,500 per family business

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The Family Business Program provides practical, actionable insights and strategies to help families navigate the complexities of succession planning.

Family business succession planning can often be a difficult and emotional process. Who should lead the next generation? How do we prepare for succession planning?

The Family Business Program – taking into account both successful and failed examples from multigenerational family businesses – allows participants to learn from the experiences of others and apply these lessons to their own situations. By taking a holistic approach that considers both the business and the family, the program aims to improve long-term planning and alignment while helping families shape the future success of their family enterprise system.

Learning Objectives:
    As a result of this program, participants will

  • Determine the next generation’s future role within the company
  • Learn strategies to communicate effectively among generations
  • Develop a clear roadmap for implementing a succession plan
  • Understand how to have social impact
  • Understanding how to manage the family’s wealth in investments outside of the family business

Registration Includes:

The price for the immersive, on-campus program experience is $21,500 per family business.

This is inclusive of the following:

  • Joint Registration of two members of the family business
  • 3.5 days of immersive and enriching facilitated classroom engagement with four of the Marshall School’s pre-eminent faculty
  • Active interactions with other participating family-held business members
  • Invited panelists and speakers from well-known prominent and successful family business leaders
  • All program-related materials, handouts, etc.
  • A post-program follow-up coaching session with Professor Napoli for each family
  • Two hosted dinners including an opening night reception
  • Daily breakfast, lunch and snacks
  • A closing luncheon and graduation ceremony
  • On-campus parking

Registration pricing includes up to two members of the family business (family members and/or key non-family business leader). For family businesses interested in sending more than two family members, please contact Tim Khuu at tkhuu@marshall.usc.edu

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Who Should Attend

This program is designed for family business owners and members of the next generation who are involved in or preparing for a leadership transition.

Digital Badge and Certificate

Upon completing this program, you will earn a digital badge recognizing your new proficiency. Share and showcase your achievements by posting your digital badge to online resumes and social networks such as LinkedIn.
TIME REQUIREMENTS
4 days, totaling 28 hours; 1 hour of post-program coaching
Additional Dates
To Be Announced
COURSE DISCLAIMER
Every reasonable effort will be made to ensure this course runs as described on this web page. Please note that course dates and professors are subject to change. You will be notified by email in advance if there is a date or professor change. Additionally, this course also requires a minimum number of registrants to take place. You will be notified by email if the course does not meet this minimum.
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Teaching Methods

Through facilitated discussions, experiential activities, and case analyses, the Family Business Program provides practical, actionable insights and strategies to help families navigate the complexities of succession planning.

Program Faculty

Albert Napoli

Senior Lecturer of Clinical Entrepreneurship

Albert Napoli is an expert in family business and family systems and partners with the CEOs, family members, and non-family member executives to create a plan for a smooth transition from one generation to another within the family business.

Albert is an award-winning instructor at the Lloyd Greif Center for Entrepreneurial Studies at the University of Southern California having taught the Entrepreneurial Family Business course for over a decade. During this time, he has gained the unique perspective of the next generations’ insight into successful family business successions and has been able to implement them into his consultations.

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