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    • All HBS Web  (3,777)
      • Faculty Publications  (395)

      Family BusinessRemove Family Business →

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      • March 27, 2013
      • Article

      Downton Abbey: Real Life Lessons for Trust & Estate Advisors

      By: Josh Baron and Devin Bird
      The article discusses how the TV series "Downton Abbey" reflects challenges and opportunities faced by business families. The show's storyline, centered around the aristocratic Crawley family and their estate, parallels real-world situations where business families... View Details
      Keywords: Family Business; Family and Family Relationships; Management Succession; Family Ownership; Adaptation; Transition
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      Baron, Josh, and Devin Bird. "Downton Abbey: Real Life Lessons for Trust & Estate Advisors." Wealth Management (website) (March 27, 2013).
      • March 2013
      • Article

      The Unintended Consequences of Ownership Transfer Planning

      By: Josh Baron and Marion McCollom Hampton
      The article discusses the challenges of passing down family businesses across generations, highlighting complexities in executive succession and estate planning. It emphasizes how emotional factors, complicated family dynamics, and unintended consequences influence... View Details
      Keywords: Estate Planning; Family Business; Family and Family Relationships; Management Succession; Family Ownership; Manufacturing Industry; Financial Services Industry; Education Industry; Fashion Industry
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      Baron, Josh, and Marion McCollom Hampton. "The Unintended Consequences of Ownership Transfer Planning." Trust & Estates 152, no. 3 (March 2013): 52–56.
      • February 2013 (Revised March 2013)
      • Case

      Agero: Enhancing Capabilities for Customers

      By: Robert Simons and Natalie Kindred

      This case illustrates the importance of choosing a primary customer as the basis for organization design. Cross Country Group managers adjusted resource allocation, organization design and performance measures over time to transform Cross Country Group from an... View Details

      Keywords: Entrepreneurial Management; Entrepreneurial Gap; Entrepreneurship; Auto Industry; Insurance; Performance Management; Performance Measurement; Performance Measures; Performance Pressure; Decisions; Family Business; Resource Allocation; Organizational Design; Customer Focus and Relationships; Performance Evaluation; Growth and Development Strategy; Service Industry
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      Simons, Robert, and Natalie Kindred. "Agero: Enhancing Capabilities for Customers." Harvard Business School Case 113-001, February 2013. (Revised March 2013.)
      • December 2012 (Revised July 2015)
      • Supplement

      Nalli Silk Sarees (B)

      By: V.G. Narayanan, Namrata Arora and Vidhya Muthuram
      Presents the company's perspective using an interview format. Ramnath K. Nalli, vice chairman of Nalli Silk Sarees Private Limited, and his daughter, Lavanya Nalli (HBS MBA 2011), the fifth generation entrepreneur to be involved in the family business, discuss customer... View Details
      Keywords: Family Business; Consumer Behavior; Entrepreneurship; Apparel and Accessories Industry
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      Narayanan, V.G., Namrata Arora, and Vidhya Muthuram. "Nalli Silk Sarees (B)." Harvard Business School Supplement 113-048, December 2012. (Revised July 2015.)
      • November 2012 (Revised September 2013)
      • Case

      Learning Resources: A Hands-On Toy Company Deals with New Challenges and Opportunities

      By: Boris Groysberg and Anahita Hashemi
      Learning Resources is a family-owned educational toy company that, by late 2011, was facing a myriad of challenges, including increased competition, entry into new markets, new distribution methods, rising costs of production in China, and changing customer behavior.... View Details
      Keywords: Leading Teams; Strategy Formulation; Strategy And Execution; Innovation; Corporate Culture; Industry Analysis; Organizational Alignment; Entrepreneurs; Sales Channels; Leadership; Strategy; Change Management; Innovation Leadership; Family Business; Entrepreneurship; Product Design; Sales; Retail Industry; United States
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      Groysberg, Boris, and Anahita Hashemi. "Learning Resources: A Hands-On Toy Company Deals with New Challenges and Opportunities." Harvard Business School Case 413-086, November 2012. (Revised September 2013.)
      • November 2012
      • Case

      Sugar Bowl

      By: Richard G. Hamermesh and Alisa Zalosh
      Shelby Givens, a recent business school graduate, returned home to Raleigh, North Carolina, to help rescue her family's ailing and outdated bowling alley, Westlake Lanes. Although she cut costs and addressed inefficiencies, moving the business from near-bankruptcy to... View Details
      Keywords: Family Business; Entrepreneurship; Operations; Performance; Business Strategy; Corporate Finance; Entertainment and Recreation Industry; Raleigh
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      Hamermesh, Richard G., and Alisa Zalosh. "Sugar Bowl." Harvard Business School Brief Case 913-537, November 2012.
      • Article

      The Future of Economic, Business, and Social History

      By: G. Jones, Marco H.D. van Leeuwen and Stephen Broadberry
      Three leading scholars in the fields of business, economic, and social history review the current state of these disciplines and reflect on their future trajectory. Geoffrey Jones reviews the development of business history since its birth at the Harvard Business... View Details
      Keywords: Economic History; Business History; History; Asia; Africa; Europe; Latin America; North and Central America
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      Jones, G., Marco H.D. van Leeuwen, and Stephen Broadberry. "The Future of Economic, Business, and Social History." Scandinavian Economic History Review 60, no. 3 (2012): 225–253.
      • August 2012 (Revised October 2022)
      • Case

      Elia Nuqul and the Making of a Middle Eastern Business Group (A)

      By: Geoffrey Jones and Lana Ghanem
      The case is concerned with Elia Nuqul, the founder of Jordanian-based Nuqul Brothers, a large diversified business group. It shows how Nuqul, a Christian Palestinian whose family was forced to flee to Jordan after the creation of Israel in 1948, built a business in his... View Details
      Keywords: Business History; Entrepreneurship; Globalization; History; Government and Politics; Global Strategy; Consumer Products Industry; Middle East
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      Jones, Geoffrey, and Lana Ghanem. "Elia Nuqul and the Making of a Middle Eastern Business Group (A)." Harvard Business School Case 813-052, August 2012. (Revised October 2022.)
      • July 2012 (Revised November 2012)
      • Case

      Dragonfly Corporation

      By: Howard H. Stevenson and Jim Sharpe
      After 3 years of losses and under legal threats from their landlord, a husband and wife team are faced with shutting the company down, buying time with the landlord or turning to their parents for additional funds. Despite opening a new location and seeing that sales... View Details
      Keywords: Entrepreneurs; Entrepreneurial Management; Turnarounds; Bankruptcy; Bank Loan; Crisis Management; Family Business; Retail Trade; Financial Crisis; Financial Analysis; Entrepreneurship; Insolvency and Bankruptcy; Retail Industry; United States
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      Stevenson, Howard H., and Jim Sharpe. "Dragonfly Corporation." Harvard Business School Case 813-042, July 2012. (Revised November 2012.)
      • July 2012 (Revised May 2024)
      • Supplement

      Lyric Dinner Theater (B)

      By: Richard G. Hamermesh and Jim Sharpe
      Supplements the (A) Case. Deborah Denenberg reflects on the results and actions taken during the 12 months following her first 6 months on the job. View Details
      Keywords: Entrepreneurs; Entrepreneurial Management; Crisis; Turn; Family Business; Financial Crisis; Boards Of Directors; Operations Management; Strategy Implementation; Career Planning; Entrepreneurship; Entertainment and Recreation Industry; United States
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      Hamermesh, Richard G., and Jim Sharpe. "Lyric Dinner Theater (B)." Harvard Business School Supplement 813-044, July 2012. (Revised May 2024.)
      • July 2012 (Revised May 2024)
      • Case

      Lyric Dinner Theater (A)

      By: Richard G. Hamermesh and Jim Sharpe
      Looking back at five years of losses, Rivka Belzer, a newly minted MBA, steps into her family owned business with their mandate to turn it around or close it. In her first six months, she has made a number of changes, with mixed results, but is beginning to show a... View Details
      Keywords: Entrepreneurs; Entrepreneurial Management; Crisis Management; Family Business; Turnarounds; Financial Crisis; Boards Of Directors; Operations Management; Strategy Implementation; Career Planning; Entrepreneurship; Entertainment and Recreation Industry; United States
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      Hamermesh, Richard G., and Jim Sharpe. "Lyric Dinner Theater (A)." Harvard Business School Case 813-043, July 2012. (Revised May 2024.)
      • July 2012
      • Case

      Owen's Precision Machining

      By: Ramana Nanda and James McQuade
      For the second time in fourteen months, Christopher Owen, the second-generation owner of Owen's Precision Machining (OPM), found himself running out of cash. Owen wondered what he was doing wrong. How much additional money would he need to raise to get OPM through the... View Details
      Keywords: Family Business; Cash Flow; Mergers and Acquisitions; Decision Making; Problems and Challenges; Business Strategy; Corporate Finance; Manufacturing Industry; Massachusetts
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      Nanda, Ramana, and James McQuade. "Owen's Precision Machining." Harvard Business School Case 813-036, July 2012.
      • July 2012 (Revised August 2012)
      • Case

      Friend Bank: The Time for Hope (Abridged)

      By: Clayton Rose and Aldo Sesia
      In 2010, Friend Bank was entering the fifth year of Hope Harris Johnson's ambitious 20-year growth plan to transform her family's one-branch community bank into an institution with a substantial presence in southeastern Alabama. Harris Johnson was pleased, so far, with... View Details
      Keywords: Banking; Family Business; Strategy And Execution; Banks and Banking; Family Ownership; Financial Institutions; Strategy; Banking Industry; United States; Alabama
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      Rose, Clayton, and Aldo Sesia. "Friend Bank: The Time for Hope (Abridged)." Harvard Business School Case 313-010, July 2012. (Revised August 2012.)
      • July 2012 (Revised July 2015)
      • Case

      Nalli Silk Sarees (A)

      By: V.G. Narayanan, Namrata Arora and Vidhya Muthuram
      Nalli Silk Sarees Private Limited was a family owned and operated business that retailed Indian ethnic wear. This 83-year-old company had enjoyed impressive growth with a $95 million turnover, a 22-store retail footprint, and had outdone its competitors by being the... View Details
      Keywords: Pricing Strategy; Price; Strategy; Family Business; Growth and Development; Brands and Branding; Growth and Development Strategy; Expansion; Competitive Strategy; Apparel and Accessories Industry; India
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      Narayanan, V.G., Namrata Arora, and Vidhya Muthuram. "Nalli Silk Sarees (A)." Harvard Business School Case 113-004, July 2012. (Revised July 2015.)
      • March 2012 (Revised October 2012)
      • Case

      Gary Hirshberg and Stonyfield Farm

      By: Nancy F. Koehn, Nora N. Khan and Elizabeth W. Legris
      Gary Hirshberg and Stonyfield Farm is the story of one entrepreneur's vision and journey to create a market-leading, environmentally responsible business founded on the principles of product quality, organizational alignment, and sustainability. A former environmental... View Details
      Keywords: Entrepreneurs; Values; Development Stage Enterprises; Innovation; Management By Objective; Experimentation; Emerging Technologies; Mission and Purpose; Management Style; Values and Beliefs; Social Issues; Organizational Culture; Environmental Sustainability; Business Growth and Maturation; Entrepreneurship; Business Startups; Innovation and Invention; Food and Beverage Industry; New Hampshire
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      Koehn, Nancy F., Nora N. Khan, and Elizabeth W. Legris. "Gary Hirshberg and Stonyfield Farm." Harvard Business School Case 312-122, March 2012. (Revised October 2012.)
      • December 2011 (Revised October 2015)
      • Case

      K&N's: Health and Happiness for Pakistan

      By: David E. Bell, Damien P. McLoughlin and Mary Shelman
      Keywords: Family Business; Growth and Development Strategy; Food and Beverage Industry; Agriculture and Agribusiness Industry; Pakistan
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      Bell, David E., Damien P. McLoughlin, and Mary Shelman. "K&N's: Health and Happiness for Pakistan." Harvard Business School Case 512-002, December 2011. (Revised October 2015.)
      • December 2011 (Revised January 2012)
      • Supplement

      Pierre Frankel in Moscow (B): Plowing Ahead

      By: Rosabeth Moss Kanter and Matthew Bird
      After several months into his turnaround of a global technology company's Russia subsidiary, a young and upcoming French executive reflected on how to institutionalize the subsidiary's transformation by further driving cultural change and breaking down internal silos.... View Details
      Keywords: Organizational Change and Adaptation; Organizational Culture; Organizational Structure; Business Subsidiaries; Leadership; Manufacturing Industry; Russia
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      Kanter, Rosabeth Moss, and Matthew Bird. "Pierre Frankel in Moscow (B): Plowing Ahead." Harvard Business School Supplement 312-071, December 2011. (Revised January 2012.)
      • September 2011 (Revised November 2011)
      • Case

      CP Group: Balancing the Needs of a Family Business with the Needs of a Family of Businesses

      By: William C. Kirby and Tracy Yuen Manty
      As a second generation business leader, Chairman Dhanin Chearavanont took over the family agribusiness company and built it to become a major diversified conglomerate in Thailand and expanded the business in SE Asia and China. While growing the business, he and his... View Details
      Keywords: Agribusiness; Plant-Based Agribusiness; Family Business; Business Growth and Maturation; Business Conglomerates; Family Ownership; Growth and Development; Agriculture and Agribusiness Industry; Thailand; China; Southeast Asia
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      Kirby, William C., and Tracy Yuen Manty. "CP Group: Balancing the Needs of a Family Business with the Needs of a Family of Businesses." Harvard Business School Case 312-059, September 2011. (Revised November 2011.)
      • July – August 2011
      • Article

      Evolve (Again)

      By: Rosabeth M. Kanter
      Frenzy over social networks and interactive media can produce equally overhyped predictions that everything will change, not to mention money-losing investments in silly ventures. Separating enduring strategic lessons from the hype can help avoid a new crash. Hint: the... View Details
      Keywords: Business Startups; Venture Capital; Investment; Technological Innovation; Organizational Change and Adaptation; Partners and Partnerships
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      Kanter, Rosabeth M. "Evolve (Again)." Harvard Business Review 89, nos. 7-8 (July–August 2011): 36.
      • March 2011
      • Case

      Calveta Dining Services, Inc.: A Recipe for Growth?

      By: James L. Heskett and Patricia Girardi
      Calveta Dining Services contracts with senior living facilities (SLFs) for the management of food service to residents. Created by Antonio Calveta and built on his passion for food and traditional family values, the firm had enjoyed three decades of strong growth when... View Details
      Keywords: Corporate Vision; Employee Empowerment; Service Management; Family Businesses; Growth Strategy; Family Business; Expansion; Communication; Employee Relationship Management; Service Operations; Organizational Structure; Growth and Development Strategy; Service Industry; Food and Beverage Industry
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      Heskett, James L., and Patricia Girardi. "Calveta Dining Services, Inc.: A Recipe for Growth?" Harvard Business School Brief Case 114-261, March 2011.
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