1. This project has been funded with support from the European Commission.
This publication [communication] reflects the views only of the author, and the
Commission cannot be held responsible for any use which may be made of the
information contained therein.
WorkshopWorkshopWorkshopWorkshop n.n.n.n.5555:::: Family SFamily SFamily SFamily Successionuccessionuccessionuccession
18.00 – 18.30
Start of the workshop: introduction by Eugenia Nuti “Ghezzi Alimentari”
18.30 – 20.00
The participants start the discussion about focus on the remaining
questions.
20.0020.0020.0020.00 –––– 20.3020.3020.3020.30 DinnerDinnerDinnerDinner breakbreakbreakbreak
20.30 – 22.00 Continuation of the discussion on “Intergenerational Transfer”.
22.00 – 22.30 Closing of the session + distribution of the evaluation questionnaires
MarchMarchMarchMarch 27272727 2014201420142014 from 6from 6from 6from 6.00.00.00.00 PM to 10.30 PMPM to 10.30 PMPM to 10.30 PMPM to 10.30 PM
The 5th
PLATO workshop took place at c/o Fonte del Gelato p.zza la Vergine,4 - Fucecchio
PPPParticipantsarticipantsarticipantsarticipants
Mentor/sMentor/sMentor/sMentor/s: Luca Liuni and Paolo Polverosi.
For ASEV Tiziano Cini
SMEsSMEsSMEsSMEs:
SOVER - PISTOLESI MATTEO
MM INFORMATICA – CHITI MICHELE
CMC FASHION - MALTINTI ALESSANDRO
MM INFORMATICA – MASSIMILIANO RISTORI
LABORATORIO EMPOLESE DI ANALISI – CASTELLARI MARCO
FONTE DEL GELATO - SCARSELLI ILARIA
IDRO BAGNOLI - BAGNOLI ALBERTA
2. This project has been funded with support from the European Commission.
This publication [communication] reflects the views only of the author, and the
Commission cannot be held responsible for any use which may be made of the
information contained therein.
PPPPurposeurposeurposeurpose of the workshopof the workshopof the workshopof the workshop:::: exchange and share experiences and clarify the Family Succession issues
defined by the participants in the teambuilding session.
Issues addressed:Issues addressed:Issues addressed:Issues addressed:
The group, leaded by the mentors, analyzes the topics related to the Family Succession that was not
discussed into the previous seminar.
Below the questions collected in the teambuilding session and the main conclusions:
1. How to deal with Family Succession?
It has raised that could be useful designate someone who follows through the transition: it would be
valuable if he/she could be selected outside the company to avoid personal interests as well as
biases. This external person should also have a clear strategic vision.
Referring to PMI, the “historic” accountant could have an important role.
It is also possible to establish a family Legal Agreement which arranges the legal rules: from the
management of potential discords to the wages sharing of the family’s members involved within the
company.
2. How to overcome the intergenerational conflict?
To sum up it raised that possible contrasts could come to light around interests and personal
emotions: this is a typical situation when we talk about family-run business, it could intertwine love,
dominance, money etc.
Thus, the generational change process needs to find strict answers towards questions as: who will
undertake the responsibility in running the company for the next years?
Such questions are then “unique” for every family involved. Therefore the importance of the choices
to assume during this delicate process of family succession should be supported by external
professionals.
3. Family succession: The Company selling
In the Italian situation often happens that the heirs are not interested in supplanting the company
management. So, frequently, Italian entrepreneurs have to cease their activity unless they do not find
someone available to buy out their company.
3. This project has been funded with support from the European Commission.
This publication [communication] reflects the views only of the author, and the
Commission cannot be held responsible for any use which may be made of the
information contained therein.
4. Guidance on Family Succession
The importance of the professional supporting has been pointed out during the workshop: there is
sometimes the need of being “guided”, provisionally, by advisors, lawyers, tax consultants,
temporary manager during the process of change.
For instance when the selected person who will lead the company is not yet ready therefore he/she
will need to be supported and guided by an external expert that will prepare him/her in facing the
entrepreneurial challenges.