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Case Studies

  • Educational Resources
Case Study Source Industry Geography Topic
Adams Funeral Home Poza & Daugherty, 2004 Funerals Georgia, USA Strategic management, merger analysis, sales promotion
Alcoholes de Centroamerica, S.A. NACRA – North American Case Research Association Alcohol Honduras Entrepreneurship, conflicts management, family relationships, strategy
Anderson Steel Service, Inc. Harvard Business School Steel products Arizona, USA Organizational change, hotel operations, international management
Argentina Suites: A Case Study NACRA – North American Case Research Association Hotels Buenos Aires, Argentina Company management, family relationships
Atherton Clothing Company Harvard Business School Apparel, retail trade California, USA Succession, valuation of the company
Ayala Corporation Harvard Business School Banking, Telecommunications, Water Philippines Deciding what future business opportunities to pursue.
Babbitt Ranches: Governance and Strategic Planning in a Family Business Harvard Business School Cattle ranching Arizona, USA Leadership, company management, succession, conflict and resolution
Bentington Industries Harvard Business School Consulting and Engineering services England Family interaction, organizational behaviour/leadership
Bhiwar Enterprises Richard Ivey School of Business Wholesale trade – non-durable goods Kenya, Africa Succession plan, conflict management
Borrowing to Grow at Andrews Company Poza & Daugherty, 2004 Manufacturing USA Family business in the next generations
Caso Conservas Diaz S.A. Kellogg School of Management Agriculture Spain Family relations, succession, company’s  shareholders
Clemens Family Corporation Iese Business School Meat processing Philadelphia, USA Organizational change, family  council, governance, board reorganization, succession
Donald Salter Communications, Inc. Kellogg School of Management Broadcasting,  Newspaper publishing Idaho, USA Asset management, motivation and incentives, business valuation
Ed’s Dilemma: Succession Planning at Niagara Paving Entrepreneurship: Theory & Practice Asphalt paving Buffalo, New York, USA Succession planning
Eu Yan Sang: Reviving a Traditional Family Business with Modern Business Principles Stanford Business Case Traditional Chinese medicine Singapore Growth, professionalization, family values, decline
Families, Fortunes, and Footwear. Reaching Out to the Fourth Generation of Brazil’s Lupo S.A. Stanford Business Case Apparel Brazil Succession, exit
Ford Motor Company’s Value Enhancement Plan Harvard Business School Automotive Michigan, USA Balance values of the family with the expectations of a modern day corporation, succession planning
Francisco de Narváez at Tía: Selling the Family Business Harvard Business School Retail trade Argentina Capital structure, cash, financial liquidity, business and shareholder relations
From Swords to Ploughshares INSEAD Storage and transport Minnesota, USA Family business exit (selling process)
George Barker Harvard Business School Real estate, rental & leasing USA Management succession, conflict management
Goodwin Sporting Goods Richard Ivey School of Business Foundation Retail trade USA Leadership company management, performance evaluation, relationships
Graham Family and the Washington Post Co. Harvard Business School Newspaper publishing District of Columbia, USA Succession planning, retirement, conflict resolution
H.D. Chasen Company, Inc. NACRA – North American Case Research Association Industrial equipment USA Interpersonal communication, management succession, going public, family relationships
Iggy’s Bread of the World Harvard Business School Baking & bakeries Massachusetts, USA Succession planning
Ireka Construction Berhad: A Chinese Family Business Goes Public Richard Ivey School of Business Foundation Construction Malaysia Growth, organizational culture, restructuring
J.R. Pierce, Inc. NACRA – North American Case Research Association Pastry Ohio, USA Process of going from a private to a public company, change management processes
Keddeg company: Succession to the Next Generation of Small Business Kellogg School of Management Aircraft USA Family business succession planning
Kohler Co. Harvard Business School Manufacturing Wisconsin, USA Conflict management
Metal Benders Industries, Inc.: The Accidental Entrepreneur NACRA – North American Case Research Association Metal industry Maryland, USA Family business, entrepreneurship, succession, shareholder value, leadership
“My Dad or My Boss?” The Story of a Family Hotel University of Padova, Alessandra Tognazzo Hospitality Italy Family Business, Small & Medium-Sized Enterprises, Hospitality
Nantucket Nectars Harvard Business School Beverages Massachusetts, USA Family ownership,  valuation of the company (cash flow approach)
Nantucket Nectars: The Exit Harvard Business School Beverages Massachusetts, USA Strategic management, leadership, turnaround management
Northwest Security Services Graduate School of Business, Stanford University Security Alarm services Washington, USA Family business exit (selling process)
Ottawa Devices, Inc. Harvard Business School Medical equipment & devices Canada Family business exit (selling process)
Outstanding Outsider and the Fumbling Family Harvard Business School Food Illinois, USA Bring new family members into a business, asset diversification, division of ownership
Pitcairn Family Heritage(R) Fund Harvard Business School Fund investments Philadelphia, USA Change management, management succession, retirement, conflict of interests
Precista Tools AG Harvard Business School Machine tools Switzerland Succession, family ownership
Prudence and Audacity: The House of Beretta Harvard Business School Arms Brescia, Italy Differences between controlled firms and held corporations, family firms’ benefits and costs
Salvatore Ferragamo, Spa. Harvard Business School Shoes and leather goods Italy Family ownership, conflict and resolution, succession
Scholtes Waterservices Richard Ivey School of Business Foundation Horticultural Holland Growth of the firm, adapt to new market
Sigma Motion, Inc. Poza & Daugherty, 2004 linear motion Pennsylvania, USA Changes and strategic planning, corporate governance, growth
Simon Salvage Case: A Case of a Family Business NACRA – North American Case Research Association Scrap metal New Jersey, USA Succession, governance, communication, leadership
Smit’s Company NACRA – North American Case Research Association Chocolate Michigan, USA Succession, conflict management
Stevenson Industries Harvard Business School Pumps & seals Connecticut, USA Transition in ownership, leadership
The Agnellis and Fiat: Family Business Governance in a Crisis Harvard Business School Automotive Italy Governance, leadership, professionalization
The Ambivalent CEO of the Construction Company Poza & Daugherty, 2004 Construction Northeast, USA Growth’s strategies despite of limited resources
The Cousins Tournament Case Poza & Daugherty, 2004 Electrical systems California, USA Succession, conflict management, management style, organizational culture
The Ferre Media Group (Part A),(Pat B) Poza & Daugherty, 2004 News and cement business Puerto Rico No abstract/key words available
The Fojtasek Companies and Heritage partners: March 1995 Harvard Business School Building materials Texas, USA No abstract/key words available
The Fudge Cottage NACRA – North American Case Research Association Confectionery Michigan, USA No abstract/key words available
The Harilela Enterprises: An Indian Family Business in Hong Kong Kellogg School of Management Hotels Hong Kong Family ownership, mergers and acquisitions, partnerships, succession, financial strategy
The Khalil Abdo Group Harvard Business School Pharmaceuticals Egypt Valuation of a business, business exit (selling process)
The New MBA Poza & Daugherty, 2004 Construction Sand and Gravel Minnesota, USA Ownership, family employment, management, leadership, governance and succession
The Resort in Pueblo Family Cox Family Enterprise Centre Hotel Arizona, USA Family ownership
The Son-In-Law Poza & Daugherty, 2004 Food (bakery) Pennsylvania, USA Succession issues during adverse events
The Wen Group Harvard Business School Pharmaceuticals Hong Kong Crisis management, conflict management, corporate governance, leadership
W.S. Darley & Co. – Sustaining Family Connections Longenecker et al. (2011) Fire-fighting and emergency services Illinois, USA Bringing family e business together, planning for succession
Westbrook Farm NACRA – North American Case Research Association Farm Indiana, USA Investment evaluation, business decision making
Weston Nurseries Inc. Kellogg School of Business Florists Massachusetts, USA Leadership strategy in a family business
Zobele chemical industries) Journal of Business Venturing Chemical Trento, Italy Globalisation of a family firm, ownership and control

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