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    • All HBS Web  (3,781)
      • Faculty Publications  (395)

      Family BusinessRemove Family Business →

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      • January 8, 2016
      • Article

      When You’ve Made Enough Money to Cause Family Tension

      By: Josh Baron, Rob Lachenauer and Diane Coutu
      This article discusses the transition successful business founders face when moving from intense business focus to managing significant wealth in their "Second Act." It highlights the shift towards creating a family enterprise, requiring shared financial... View Details
      Keywords: Wealth; Family Business; Management Succession; Transition; Family and Family Relationships
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      Baron, Josh, Rob Lachenauer, and Diane Coutu. "When You’ve Made Enough Money to Cause Family Tension." Harvard Business Review (website) (January 8, 2016).
      • November 2015 (Revised October 2017)
      • Case

      Dollar General Bids for Family Dollar

      By: Jonas Heese, Paula A. Price, Suraj Srinivasan and David Lane
      In spring 2015, Dollar General's CEO Rick Dreiling was looking ahead to retiring at year's end but worried about ensuring continued growth for the company he had built since 2008 into a market leader in the U.S. discount retail world. Dollar General operated over... View Details
      Keywords: Dollar General; Family Dollar; Dollar Tree; Antitrust; Board Of Directors; Activist Investors; Federal Trade Commission; Acquisition; Valuation; Corporate Strategy; Retail Industry; United States
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      Heese, Jonas, Paula A. Price, Suraj Srinivasan, and David Lane. "Dollar General Bids for Family Dollar." Harvard Business School Case 116-007, November 2015. (Revised October 2017.)
      • October 2015 (Revised September 2016)
      • Case

      The Transformation of Mudo

      By: Anthony J. Mayo, Esel Çekin and Çiğdem Çelik
      After 16 years in management consulting, Barış Karakullukçu left to become the CEO of Mudo in 2012, one of the best-known names in Turkey's retail industry. She was tasked with leading Mudo's transition from a family business to a more institutionalized, corporate... View Details
      Keywords: Leadership; Management Challenges; Emerging Market; Retail; Second-generation; Operational Efficiency; Performance Management; Corporate Culture; Growth; Leading Change; Family Business; Organizational Culture; Emerging Markets; Family Ownership; Transformation; Performance Improvement; Growth and Development Strategy; Retail Industry; Turkey
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      Mayo, Anthony J., Esel Çekin, and Çiğdem Çelik. "The Transformation of Mudo." Harvard Business School Case 416-015, October 2015. (Revised September 2016.)
      • September 2015
      • Case

      GovDelivery

      By: Mitchell Weiss
      Is government the biggest, worst customer in the world? And is that a reason for venture investors to back companies that sell to government or to stay away? It had been seven years since Scott Burns joined his friend Zach Stabenow to get a company called GovDocs off... View Details
      Keywords: GovDelivery; Public Entrepreneurship; B2G; Business-to-Government; Scott Burns; Entrepreneurship; Government Administration; Venture Capital; Information Technology Industry; Public Administration Industry; Web Services Industry; Minnesota; United States
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      Weiss, Mitchell. "GovDelivery." Harvard Business School Case 816-020, September 2015.
      • September 8, 2015
      • Article

      Making Better Decisions in Your Family Business

      By: Josh Baron, Rob Lachenauer and Sebastian Ehrensberger
      Family businesses face complex decisions, from CEO succession to business strategies. A "four-room" model helps structure decision-making in these businesses: Owner Room (ownership goals and board election), Board Room (performance monitoring and CEO appointment),... View Details
      Keywords: Family Business; Decisions; Business Strategy; Goals and Objectives; Management Succession; Talent and Talent Management
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      Baron, Josh, Rob Lachenauer, and Sebastian Ehrensberger. "Making Better Decisions in Your Family Business." Harvard Business Review (website) (September 8, 2015).
      • April 2015
      • Case

      Dutch Bros. Coffee: A Compelling Future

      By: Joshua Margolis and Christine Snively
      Travis Boersma, co-founder and President of the Dutch Bros. coffee chain, faces three operational decisions that will shape the company's growth trajectory and distinctive culture. First, should they offer a specialty coffee at a subset of their stores in one region... View Details
      Keywords: Culture And Community; Service Management; Retail; Food; Managing Growth; Family Business; Small Business; Leadership; Culture; Food and Beverage Industry; Oregon
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      Margolis, Joshua, and Christine Snively. "Dutch Bros. Coffee: A Compelling Future." Harvard Business School Case 415-010, April 2015.
      • March 19, 2015
      • Article

      Dealing with the Unique Work-Life Challenges of Family Businesses

      By: Josh Baron and Rob Lachenauer
      Maintaining a work-life balance in family businesses can be challenging. The extremes of being "all in" or "all out" are unproductive. The article highlights the importance of setting boundaries, separating family time from work time, using effective communication,... View Details
      Keywords: Family Business; Work-Life Balance
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      Baron, Josh, and Rob Lachenauer. "Dealing with the Unique Work-Life Challenges of Family Businesses." Harvard Business Review (website) (March 19, 2015).
      • February 2015 (Revised April 2015)
      • Case

      The Board of Directors at Market Basket

      By: Jay W. Lorsch and Emily McTague
      The firing of Market Basket CEO Arthur T. Demoulas by his cousin, Arthur S. Demoulas, and directors affiliated with him set off employee protests throughout the grocery store chain. Industry specialists estimated that Market Basket was losing close to ten million... View Details
      Keywords: Organizational Behavior; Shareholder Votes; Board Of Directors; Board Dynamics; Board Decisions; Boards; Grocery; Organizational Culture; Organizational Structure; Business and Shareholder Relations; Corporate Governance; Food and Beverage Industry; New England
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      Lorsch, Jay W., and Emily McTague. "The Board of Directors at Market Basket." Harvard Business School Case 415-044, February 2015. (Revised April 2015.)
      • February 2015 (Revised June 2016)
      • Case

      AltSchool: School Reimagined

      By: John J-H Kim, Kyla Wilkes and Christine S. An
      Max Ventilla and his team launches in 2013 AltSchool, a new network of tech-savvy independent K-8 "micro-schools." AltSchool is born out of Ventilla's frustration with the education options available for his young daughter. During his search, Ventilla comes to the... View Details
      Keywords: Education Technology; School Models; Product Development; Entrepreneurship; Talent Development And Retention; Social Impact Investment; Information Technology; Business Model; Education; Business Startups; Customization and Personalization; Growth and Development Strategy; Education Industry; United States
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      Kim, John J-H, Kyla Wilkes, and Christine S. An. "AltSchool: School Reimagined." Harvard Business School Case 315-054, February 2015. (Revised June 2016.)
      • January 15, 2015
      • Article

      Surviving in a Family Business When You're Not Part of the Family

      By: Josh Baron and Rob Lachenauer
      Navigating office politics in a family-owned business can be challenging for non-family executives. Based on experience with various business families worldwide, this article offers strategies for success:

      Play in your room: Non-family executives should... View Details
      Keywords: Family Business; Family and Family Relationships; Employees; Problems and Challenges; Talent and Talent Management
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      Baron, Josh, and Rob Lachenauer. "Surviving in a Family Business When You're Not Part of the Family." Harvard Business Review (website) (January 15, 2015).
      • December 2014 (Revised May 2016)
      • Case

      Dhamani Jewels: Becoming a Global Luxury Brand

      By: Lynda Applegate and Lisa C. Mazzanti
      Dhamani started as a loose gemstone dealer in 1969 in Jaipur, India. By the 2000s, it was headquartered in Dubai, United Arab Emirates and had expanded into diamonds and retail. The family business was now in its second generation of leadership and aimed to become a... View Details
      Keywords: Luxury Retail; Jewelry; Luxury Goods; UAE; Retail; Brands and Branding; Family Business; Apparel and Accessories Industry; Dubai; India
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      Applegate, Lynda, and Lisa C. Mazzanti. "Dhamani Jewels: Becoming a Global Luxury Brand." Harvard Business School Case 815-087, December 2014. (Revised May 2016.)
      • December 3, 2014
      • Article

      Family Businesses Need One Person to Conquer and Another One to Rule

      By: Josh Baron and Rob Lachenauer
      This article explores the different leadership styles needed in family businesses beyond the traditional "conqueror" archetype. While conquerors are growth-focused and hands-on, rulers are essential for managing complexity, focusing on governance, and addressing family... View Details
      Keywords: Leadership Style; Family Business; Management Skills
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      Baron, Josh, and Rob Lachenauer. "Family Businesses Need One Person to Conquer and Another One to Rule." Harvard Business Review (website) (December 3, 2014).
      • December 2014
      • Article

      Rethink What You 'Know' about High-Achieving Women

      By: Robin Ely, Pamela Stone and Colleen Ammerman
      On the occasion of the 50th anniversary of the admission of women to Harvard Business School's MBA program, the authors, who have spent more than 20 years studying professional women, set out to learn what HBS graduates had to say about work and family and how their... View Details
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      Ely, Robin, Pamela Stone, and Colleen Ammerman. "Rethink What You 'Know' about High-Achieving Women." R1412G. Harvard Business Review 92, no. 12 (December 2014): 101–109.
      • September 2014 (Revised February 2017)
      • Case

      Belk: Towards Exceptional Scheduling

      By: Ethan Bernstein, Saravanan Kesavan, Bradley Staats and Luke Hassall
      With 24,000 staff and over 300 stores, Belk Inc. sought to replace its entirely manual labor scheduling system with an automated software solution from Reflexis. Belk hoped the upgrade would simplify scheduling, reduce time employees spent in non-customer-facing roles,... View Details
      Keywords: Retail; Scheduling; Local Autonomy; Automation; Metrics; Organizational Change; Human Resource Management; Process Improvement; Performance Measurement; Transparency; Southern United States; Retailing; Department Stores; System Outsourced Services; Employee Relationship Management; Selection and Staffing; Change Management; Governance Controls; Resource Allocation; Service Operations; Organizational Culture; Organizational Change and Adaptation; Performance Evaluation; Performance Improvement; Applications and Software; Family Business; Retail Industry; Technology Industry; United States
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      Bernstein, Ethan, Saravanan Kesavan, Bradley Staats, and Luke Hassall. "Belk: Towards Exceptional Scheduling." Harvard Business School Case 415-023, September 2014. (Revised February 2017.)
      • August 2014
      • Case

      Opening the Valve: From Software to Hardware (A)

      By: Ethan Bernstein, Francesca Gino and Bradley Staats
      Valve, one of the world's top video game software companies, has also become an iconic example of an organization with virtually no hierarchy. A 400-person organization, Valve's unique organizational form (described in detail in the case and accompanying employee... View Details
      Keywords: Valve; Self-Managed Organizations; Organization Design; Strategy; Flat Organization; Video Games; Organization Alignment; Family Business; Steam; Steam Machine; Design; Games, Gaming, and Gambling; Human Resources; Collaborative Innovation and Invention; Technological Innovation; Leadership Style; Management Practices and Processes; Organizational Design; Organizational Structure; Organizational Culture; Organizational Change and Adaptation; Groups and Teams; Alignment; Software; Hardware; Video Game Industry; Seattle
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      Bernstein, Ethan, Francesca Gino, and Bradley Staats. "Opening the Valve: From Software to Hardware (A)." Harvard Business School Case 415-015, August 2014.
      • August 2014 (Revised August 2015)
      • Supplement

      Opening the Valve: From Software to Hardware (B)

      By: Ethan Bernstein, Francesca Gino and Bradley Staats
      Valve, one of the world's top video game software companies, has also become an iconic example of an organization with virtually no hierarchy. A 400-person organization, Valve's unique organizational form (described in detail in the case and accompanying employee... View Details
      Keywords: Valve; Self-Managed Organizations; Organization Design; Strategy; Flat Organization; Video Games; Organization Alignment; Family Business; Steam; Steam Machine; Design; Games, Gaming, and Gambling; Human Resources; Collaborative Innovation and Invention; Technological Innovation; Leadership Style; Management Practices and Processes; Organizational Design; Organizational Structure; Organizational Culture; Organizational Change and Adaptation; Groups and Teams; Alignment; Software; Hardware; Video Game Industry; Seattle
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      Bernstein, Ethan, Francesca Gino, and Bradley Staats. "Opening the Valve: From Software to Hardware (B)." Harvard Business School Supplement 415-016, August 2014. (Revised August 2015.)
      • August 15, 2014
      • Article

      Can an Outside CEO Run a Family-Owned Business?

      By: Josh Baron and Rob Lachenauer
      This article explores the intricate dynamics that often characterize family-owned businesses, shedding light on key archetypes that play prominent roles within these organizations. Using a narrative approach, the article illustrates the challenges faced by leaders... View Details
      Keywords: Family Ownership; Personal Characteristics; Family and Family Relationships; Management Practices and Processes
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      Baron, Josh, and Rob Lachenauer. "Can an Outside CEO Run a Family-Owned Business?" Harvard Business Review (website) (August 15, 2014).
      • 2014
      • Book

      Consumer Lending in France and America: Credit and Welfare

      By: Gunnar Trumbull
      Why did America embrace consumer credit over the course of the twentieth century, when most other countries did not? How did American policy makers by the late twentieth century come to believe that more credit would make even poor families better off? This book traces... View Details
      Keywords: Attitudes; Credit; France; United States
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      Trumbull, Gunnar. Consumer Lending in France and America: Credit and Welfare. New York: Cambridge University Press, 2014.
      • July–August 2014
      • Article

      Obamacare Rules Pose Challenges for S Corp Owners

      By: Josh Baron, Steve Salley and Judith L. Walsh
      The article offers information financial impacts of tax by the U.S. Affordable Care Act (ACA) applied in January 2013 on family business shareholders and owners of S Corp. It discusses suggestions in tax planning to equalize tax burden including establishing family... View Details
      Keywords: Ownership Type; Family Ownership; Compensation and Benefits; Taxation; Government Legislation
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      Baron, Josh, Steve Salley, and Judith L. Walsh. "Obamacare Rules Pose Challenges for S Corp Owners." Family Business Magazine 25, no. 4 (July–August 2014): 18–19.
      • June 16, 2014
      • Article

      Working With Your In-Laws Isn't Always a Terrible Idea

      By: Josh Baron and Rob Lachenauer
      This article delves into the complex dynamics involving in-laws within family-owned enterprises. In-laws often face a challenging dual role as they must conform to the same professional standards as non-family employees while concurrently grappling with perceptions of... View Details
      Keywords: Family and Family Relationships; Family Ownership; Employees
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      Baron, Josh, and Rob Lachenauer. "Working With Your In-Laws Isn't Always a Terrible Idea." Harvard Business Review (website) (June 16, 2014).
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