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Masterclass

Masterclass: Building a Family Business Succession and Governance Framework

Most of India Inc is promoter led, and the single largest governance risk in a family controlled company is the handover. This masterclass is for CFOs, corporate development heads, senior finance and strategy leaders, and founders before or after an IPO who have to design that handover from inside the company. It treats succession as a corporate finance problem: how promoter control, holding structures and related party flows affect valuation, how to build a board that can actually govern a family firm under SEBI LODR, how to choose and retain the next CEO, how dividend policy, buybacks, IPOs and stake sales can fund family liquidity without starving the business, and how to value a family member's exit. It closes with a board ready succession and governance charter and an eighteen month implementation roadmap, anchored in real Indian cases including Tata Sons, Godrej, Bajaj, Kirloskar, Raymond and Infosys. Educational content only.

Family BusinessCorporate GovernanceSuccession PlanningSEBI LODRRelated Party TransactionsHolding Company DiscountCapital AllocationCEO Succession

MODULES

6

DURATION

~4.5 hrs

TRACK

Corporate Finance

What You'll Master

Explain where family control creates value in Indian listed companies and where it shows up as a governance discount in the share price

Map promoter group holding structures, cross holdings and pledges, and quantify a holding company discount

Use family settlements, demergers and SAST inter se transfer exemptions to reorganise ownership without triggering an open offer

Build a genuinely independent board and police related party transactions, royalties and family payouts under SEBI LODR

Separate decision rights between the family council, the board and management so disputes do not reach the boardroom

Run a CEO succession process that weighs family heirs, internal professionals and external hires, and retain non family talent with ESOPs

Design dividend, buyback and stake sale policy that meets family liquidity needs, and value a family member's exit

Leave with a board ready succession and governance charter and an eighteen month implementation roadmap

Access Level

LEARNER

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Everything included

Full Text Playbooks

Actionable Exercises

Mobile Reading Mode

Lifetime Updates

Curriculum Breakdown

Chapter 1: The Family Firm as a Corporate Finance Problem

3 Lessons

Why Family Firms Dominate India Inc and Where They Destroy Value14 min read

Promoter Control, Agency Costs and the Governance Discount15 min read

Diagnosing Succession Readiness: A Board Level Assessment15 min read

Chapter 2: Ownership Architecture and Control

3 Lessons

Promoter Holding Structures, Cross Holdings and the Holding Company Discount16 min read

Family Settlements and Demergers: Lessons from Godrej, Bajaj and Kirloskar16 min read

Promoter Pledges, Inter Se Transfers and SAST Exemptions15 min read

Chapter 3: Board Design in a Promoter Led Company

3 Lessons

Building a Genuinely Independent Board15 min read

Related Party Transactions, Royalties and Family Payouts under SEBI LODR16 min read

Family Council, Board and Management: Separating Decision Rights14 min read

Chapter 4: CEO Succession and Professional Management

3 Lessons

Family Heir, Internal Professional or External CEO: Running the Selection15 min read

Compensation, ESOPs and Retention for Non Family Executives15 min read

Case Study: Tata Sons and Cyrus Mistry, Anatomy of a Failed Transition16 min read

Chapter 5: Capital Allocation and Family Liquidity

3 Lessons

Dividend Policy, Buybacks and Family Liquidity Needs15 min read

Valuing a Family Member's Exit: Buy Sell Mechanics and Discounts16 min read

IPO, Private Equity or Stake Sale: Using Capital Markets to Solve Succession15 min read

Chapter 6: Building the Framework

3 Lessons

The Succession and Governance Charter: A Template for the Board16 min read

Communicating Succession to Investors, Lenders and Employees13 min read

Your Eighteen Month Implementation Roadmap14 min read