Ivey Business School (Canada)
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Advising the Family Firm: Opening Pandora's Box (A)
Vanessa M. Strike; Dennis MaCase IVEY-9B18M047-EEntrepreneurship, StrategyIn January 2018, a family business advising team entered a seemingly straightforward contract with members of the Graham family, who were planning to transition their business to the next generation. The first and second generations, who founded and grew their business into a portfolio of 50 grocery store franchises across the eastern United States, were concerned about the capacity and interest of the next generation in continuing the success of...Starting at €8.20
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Rotary Cove Beach
Elizabeth M.A. Grasby; Greg SmithCase IVEY-9B11M030-EStrategyThe branch manager of the YMCA Goderich-Huron considers a change in operations for the beachfront property at Rotary Cove Beach, which has been unprofitable for years. She needs to assess how a number of factors, including financial considerations, might change operations for the coming year. Her assessment and recommendations would have to fit with the branch’s overall financial strategy while considering the various stakeholders involved, inclu...Starting at €8.20
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Envy Rides Incorporated
Elizabeth M.A. Grasby; Greg SmithCase IVEY-9B10N033-EFinanceThe newly appointed manager of commercial accounts considers a loan request from the owner of a recreational motorsport dealership in the amount of a $60,000 long-term loan for renovations and the addition of a tattoo parlor. The owner has also requestedStarting at €8.20
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Advising the Family Firm: Opening Pandora's Box (B)
Vanessa M. Strike; Dennis MaCase IVEY-9B18M048-EEntrepreneurship, StrategyThis supplementary case set follows a family business advisory team over the course of roughly three months, as they develop an action plan to guide the succession of the family business to the next generation. The cases elucidate the harm that an inexperienced advising team can unintentionally inflict and cover issues of family firm advising, transition planning, and family dynamics.This case is intended to be used with "Advising The Family Firm...Starting at €5.74