
Succession – legacy transfer. How can TA support the succession process in family businesses?
Joanna Gosk PTSTA O
Katarzyna Balcerkiewicz Trainee O
Field of audience: O
Language: English
Level of audience: All
Succession is an extremely complex process, which has to take into account legal, tax, leadership, but above all psychological issues that are often overlooked. Family business succession is beginning to affect more and more companies in Poland, but also in other countries where the early 1990s were associated with the development of entrepreneurship. A large group of family businesses will face the process of taking over the family business by the younger generation after 30 years in business.
Working with many organizations, we have seen plenty of examples of unsuccessful successions that ended in disappointment, a split in the family, withdrawal or psychological or power games. Successions that ended successfully were based on a precise contract and included as much support for the successor as for the senior, especially in the process of creating a new identity for each. Three important stages are seen in successful successions: the transfer of knowledge, the transfer of power and the transfer of legacy, or ownership.
Transaction Analysts, can support successors in discovering their legacy associated with the acquired company, help them position themselves in new leadership roles and contract for the process. Transactional Analysis can also support change for seniors using both individual and organizational models.
The purpose of this workshop is to discuss with participants, based on a case study, a model for supporting seniors and successors, during all three stages of succession, using Transactional Analysis models.