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CapitalCare: Getting Lost in the Crowd
Mark Arnison; Sherrell Steele; Bob GravesCase IVEY-9B20A029-EMarketingIn July 2018 Sherry Schaefer, the Director, Foundation & Community Engagement at the CapitalCare Foundation (the Foundation) was facing an organizational branding/positioning problem. The Foundation, based in Edmonton, Alberta, Canada, was responsible for raising donations to support equipment and enrichment programs in long-term care facilities that provide long-term housing and medical care for sick and elderly people. The Foundation was compet...Starting at €8.20
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Valley Carriers (B): Working on Versus Working in the Business
Vanessa M. StrikeCase IVEY-9B16M096-EEntrepreneurship, StrategyThis is the second case in the Valley Carriers series, which also includes Valley Carriers (A): Establishing Status in a Family Business 9B16M095 and Valley Carriers (C): Restructuring the Governance of the Family Firm 9B16M097.Starting at €5.74
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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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Mosaic Home Services Ltd.: Sourcing and Securing Strategic Partnerships
Theresa A. Chika-James; Mark ArnisonCase IVEY-9B20M064-EEntrepreneurship, StrategyIn early 2019, the senior executive partners of Mosaic Home Services Ltd. (Mosaic), a home improvement and commercial property management company in Edmonton, Alberta, needed to choose from among several potential new partnership deals. When the senior executive partners had exited a family-owned commercial construction business in 2015 to start Mosaic, their major objective had been to help improve the living spaces of homeowners and the work sp...Starting at €8.20
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To Mumbai with Love: Exiting the Family Firm
Vanessa M. Strike; Alykhan AlidinaCase IVEY-9B16M159-EEntrepreneurship, StrategyIt was the summer of 2015 when the son of a family-owned real estate business in Vancouver was struck by love and decided to follow his heart to India. However, leaving his family’s business was easier said than done. The family had no formal documents that provided members with an exit strategy or remuneration. There were no wills or financial plans, and whatever money was available to finance a move abroad was tied up in the family business, wh...Starting at €8.20
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RBC and the MicroFIT Program
Mark ArnisonCase IVEY-9B17M181-EStrategyIn 2010, RBC Financial Group (RBC), a banking and insurance company headquartered in Toronto, Canada, had implemented a new loan program. The program targeted clients who were seeking loans for the installation of electricity-generating solar panels on their property under a new government-sponsored green power program, the Micro Feed-In Tariff Program (microFIT). For RBC, the loan program was an excellent fit with the company’s strategy to suppo...Starting at €8.20
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Simpson Seeds: Growing the Next Generation
Vanessa M. Strike; David Bentall; Christine LoweCase IVEY-9B16C051-EEntrepreneurship, Leadership and People ManagementGreg Simpson was the chief executive officer of Simpson Seeds Inc. (SSI). He and his two brothers, second-generation owners of a family farm, had started the seed company. From humble beginnings in Moose Jaw, SSI had grown to be the largest privately owned lentil exporter and seed retailer in Saskatchewan, Canada, distributing pulses to nearly 80 countries worldwide. Simpson and his brothers had recently added a new red lentil–splitting plant to ...Starting at €8.20
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Health Nut
Colleen Sharen; Vanessa M. StrikeCase IVEY-9B08M053-EEntrepreneurship, StrategyLate in the afternoon on January 20, 2006, one of the owners of The Health Nut hung up the phone. Her account manager had just called to tell her that the bank was not going to extend any further credit to her small retail natural health products (NHP) store located in Grand Bend, Ontario. She and her life and business partner had owned The Health Nut since May 2003. While they had successfully grown sales, the business was not generating enough ...Starting at €8.20
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Orchid Species Preservation Foundation: Choosing a Direction
Mark ArnisonCase IVEY-9B17M055-EStrategyThe Orchid Species Preservation Foundation (OSPF) was a not-for-profit organization in Edmonton, Alberta, Canada. It was dedicated to the preservation of rare orchid species. The OSPF had 4,500 orchids housed in a greenhouse facility at the Muttart Conservatory, which was owned and managed by the City of Edmonton. In the autumn of 2014, the Muttart Conservatory management decided that the orchid collection should be downsized, in turn sparking th...Starting at €8.20
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Valley Carriers (A): Establishing Status in a Family Business
Vanessa M. StrikeCase IVEY-9B16M095-EEntrepreneurship, StrategyFor over five years, the third generation (G3) of Valley Pulp & Sawdust Carriers, Ltd.had been laying the foundation for the professionalization of the family firm. However, it was met with resistance from the second generation (G2). G3 had no ownership in the family business, and no true leadership role. At the management meetings, only four votes counted—the four votes of G2 members who were shareholders of the business. G3 members needed a com...Starting at €8.20