Tolle Jahre Versuch einer Lebensbeschreibung

Description of the author’s family background. His paternal family owned a tobacco and cigarres business in Ulm, which was transferred to Munich in 1888. The maternal family in Frankfurt am Main had a textile export business. Recollections of his schooldays at the Catholic St. Anna Schule. Antisemitic encounters at the local Gymnasium. Description of life in the 19th century. Reverence for the local royalties. The family was involved in the Zionist movement, as were most of the members of their local synagoge.

Do SMEs cluster around innovation activities? Discovering active, incremental and opportunistic innovators

Do SMEs cluster around different types of innovation activities? Are there patterns of SME innovation activities? To investigate we develop a taxonomy of innovation activities in SMEs using a qualitative study, followed by a survey. First, based upon our qualitative research and literature review we develop a comprehensive list of innovation activities SMEs typically engage in. We then conduct a factor analysis to determine if these activities can be combined into factors. We identify three innovation activity factors: R&D activities, incremental innovation activities and cost innovation activities. We use these factors to identify three clusters of firms engaging in similar innovation activities: active innovators, incremental innovators and opportunistic innovators. The clusters are enriched by validating that they also exhibit significant internal similarities and external differences in their innovation skills, demographics, industry segments and family business ownership. This research contributes to innovation and SME theory and practice by identifying SME clusters based upon their innovation activities.

Efectos tamaño y sector sobre la rentabilidad, endeudamiento y coste de la deuda de las empresas familiares riojanas

Ponencia presentada y defendida en las XIV jornadas Hispano Lusas de Gestión Científica celebradas en Azores en febrero de 2004.

La complejidad del aspecto humano en las asignaciones internacionales

[ES] Análisis desde la experiencia profesional de uno de los problemas a los que se enfrenta la empresa en general y la española en particular, la internacionalización.

El comportamiento de las empresas familiares y no familiares en los mercados extranjeros: un estudio comparativo

[ES] Debido a que durante las últimas décadas un gran número de empresas e industrias han incrementado su orientación global, el proceso de internacionalización también ha tenido que ser advertido por la empresa familiar como instrumento de expansión y crecimiento. Así, hemos querido prestarle una especial atención a la comparación entre las empresas familiares y no familiares con el fin de examinar aquellas diferencias o similitudes encontradas entre estos dos grupos de firmas atendiendo a su actividad internacional. De esta forma, podremos establecer un marco de referencia para un estudio posterior en mayor profundidad sobre este fenómeno para el caso de las empresas familiares.

La gestión del marketing estratégico en la pequeña empresa familiar

[ES] Este trabajo, que se circunscribe en el ámbito de la pequeña empresa familiar, tiene como principal objetivo analizar la importancia que dichas empresas conceden a las diferentes dimensiones de la gestión estratégica del marketing en función de una serie de características demográficas y de evolución generacional. Con este fin, se ha realizado un estudio de naturaleza cuantitativa a través de encuestas personales dirigidas tanto a predecesores como a sucesores de una muestra de empresas familiares.

Aprendendo o uso das ervas: a trajetória de terapeutas populares

A utilização de ervas e plantas para finalidades terapêuticas é bastante antiga e registrada em várias sociedades. Esta pesquisa procura investigar como se dá o processo de construção e reprodução do conhecimento em medicina popular (particularmente o cuidado com ervas e plantas medicinais) através da história de vida de terapeutas populares pessoas que se tornaram referências em suas comunidades por adquirir, praticar e transmitir esse conhecimento. Tem como objetivos conhecer e compreender o processo de construção do conhecimento sobre plantas medicinais por terapeutas populares do município do Rio de Janeiro; compreender as formas de reprodução deste conhecimento; entender o contexto de relações destes terapeutas com o saber científico. Utilizou-se como opção metodológica a história oral com ênfase na história de vida. Foram entrevistados sete terapeutas populares de diferentes bairros do município. Observou-se que o conhecimento em relação às ervas medicinais não está restrito a um pequeno grupo e limitado a uma forma de transmissão oral. O conhecimento tem se reproduzido, mas também tem se modificado, mesclando-se com outras formas de conhecimento e entremeado por diversas fontes de informação que vão desde a transmissão oral até informações disponíveis na mídia. A principal forma de reprodução do conhecimento parece ser a perpetuação do negócio, que evoca o discurso do tradicional, a natureza das ervas e suas propriedades benéficas e se sustenta por uma rede de informação que se utiliza dos diversos meios de comunicação e uma rede de produção e comércio que garante o sustento econômico dos terapeutas populares. A transformação das práticas de utilização de ervas medicinais em patrimônio cultural ou negócio de família além de garantir a perpetuação do conhecimento, garante um espaço diferente dentro das práticas de cuidado em saúde. As relações dos terapeutas com a medicina oficial não são relações de tensões, embora haja criticas, mas de interposição de sistemas terapêuticos.

Estrategias de diversificación en los grupos familiares y no familiares: principales diferencias según el tipo de grupo no familiar

[ES] Durante la última década surge un interés por el estudio de la estructura de propiedad como elemento determinante de la diversificación. Sin embargo, existe una carencia de investigaciones que analicen la influencia de la naturaleza del último propietario en el nivel y tipo de diversificación. Por ello, el objeto del presente trabajo es analizar las estrategias de diversificación empleadas por los grandes grupos empresariales españoles cuya empresa matriz cotiza en los mercados de valores, estudiando las diferencias existentes entre grupos familiares y no familiares, y considerando en estos últimos la naturaleza del último propietario. Se parte de una muestra de noventa y nueve grupos empresariales, donde se identifican las compañías que constituyen el grupo empresarial, siendo empleadas como metodologías econométricas los modelos logísticos binomiales y los modelos datos panel. Los resultados muestran como la naturaleza familiar del grupo influye positivamente en la especialización y en el empleo de estrategias de diversificación relacionada, y negativamente en el empleo de estrategias de diversificación no relacionada. Los grupos familiares difieren en mayor medida de aquellos grupos no familiares donde no existe un accionista de referencia que pueda ejercer el control efectivo del grupo y la dispersión de la propiedad es mayor, los denominados grupos sin control efectivo . La investigación permite profundizar en el análisis de las diferencias existentes entre grupos familiares y no familiares, y más concretamente en el ámbito de las estrategias de crecimiento, considerando la naturaleza del último propietario de los grupos no familiares.

Harreman-estilo berri bat enpresa familiarrekin

[EU]Lan honen helburua, ikuspuntu teoriko eta praktiko batetik ner group erakundea eta enpresa familiarra aztertzea da, erakunde honen enpresa familiarretan eta enpresa familiarrak ner groupen daukan eragina zein den ezagutzeko. Honetarako, harreman estilo berria aztertu ondoren, ner groupeko arduradunari elkarrizketa bat egin eta erakundeko bi enpresa familiar aukeratu ondoren, hauei ere elkarrizketak egin dizkiet biak hurbilagotik ezagutzeko, alderatzeko eta aztertzeko. Honela, enpresa familiarretan harreman estilo berria aplikagarria dela frogatu da baina enpresa familiar bakoitzak dituen baldintzak funtsezkoak izango dira estiloaren ezartzean. Era berean, enpresa familiarrentzat ner group erakundean barneratzea abantaila suposatzen diela aztertu da.

PCV Holding: Who’s next? - Planning the Succession

This paper is a case study on a family business – PCV Holding – established in Mozambique. Having survived three generations and experiencing one of the most intense periods of growth, a tough issue emerges which is capable of compromising the future of the business: The Succession -How to transfer the management and ownership to the next generation while ensuring a fair process. Through several meetings with the board members and owners, I had the opportunity to understand the business and the family history which allowed me to study it taking into consideration family business’s subjects.

Firmago S.A. - 2016: A deadline for succession

This paper, “Firmago S.A. - 2016: a deadline for succession”, is a case-based essay on a family business. It aims to provide the necessary tools for readers to best decide upon who should be chosen for the continuity of the family business after July 2016. Along with the case study the reader will have the opportunity to identify two main problems: blurred boundaries and the nonexistence of succession planning. In order to elaborate this case study I conducted several meetings with João Cabral, the current CEO of Firmago, who helped me understand the company’s background and the complexity of the family’s relationships. In order to fulfill the CEO’s requirement, all the real names and surnames of those from Firmago were replaced by fake names.

Logoplaste: Conquering the world one bottle at a time

The “Logoplaste: Conquering the world one bottle at a time” case is based on the real story of the Botton family and their journey to build the globally known company Logoplaste. Famous for its “hole in the wall” strategy within the plastics industry, Logoplaste is not only one of the major plastic bottles manufacturers in the world, but also a company which has been proving us that a shared leadership system can be successful within a family business. This case intendeds to demonstrate the dynamics of a family business, illustrating the complexity of the decision making process and how they have successfully mastered dual management in a family firm. Moreover, it also aims to demonstrate that a family firm can be managed in such way that sustainable growth, as a key pillar, can be enabled through a strong focus on internationalization and innovation. A teaching note is available at the end of the case in order to guide students and teachers in their readings. Discussions questions, for debate in class environment, are also provided together with suggested answers drawn together to increase the critical sense and theoretical application of the themes studied in class.

Santini ice creams: Co-Owning a tradition

The case studies the potential partnership between a small family business, rich in tradition, that sells ice cream in the Lisbon area and a recognized Portuguese family who runs a multinational business. The aim of this study is to address students to analyze the evolution of the small company by using the Agency and Resource-Based Theories and to outline a potentially successful co-ownership structure if the agreement were to take place. The particularity of the case regards considering and identifying the main Family Business issues to keep in mind when dealing with these types of firms.

Garland, since 1776- a unique ownership structure

The case is based on Garland, a 240 years old Portuguese family business, now owned by the Dawson family. It focuses on a decision made 50 years ago, aligned with what had been the company’s history, about the ownership rules for family members, which influences the ownership structure of the firm. It addresses the main issues about ownership in family businesses, and tackles the problem of succession planning and fair process. It contains a teaching note to support the utilization of the case in a classroom context, with learning objectives, target audience, a teaching plan, questions and proposed answers, and theory that relates to the case. It is also complemented with an epilogue and an overview of the case.

Jeronimo Martins in 2030 succession and strategy planning

The case outlines the history of Jerónimo Martins and the Dos Santos family in the context of a dialogue between the pater familias Alexandre and his successor Pedro. The case idea analyses the problems associated with next generation entrance in the family business and the outcomes on the different stakeholders and environment, with a particular focus on the evolution of the relationship between family, family holding and the JM group. The case is designed to assess the sustainability of a traditional succession strategy in the context of the challenges of globalization and growth of the company and family, analysing the reciprocal influence in a long-term strategy.