Publicado feb 5, 2019



PLUMX
Almetrics
 
Dimensions
 

Google Scholar
 
Search GoogleScholar


Argentina Soto Maciel

María Isabel de la Garza Ramos

José Luis Esparza Aguilar

Juan Manuel San Martín Reyna

##plugins.themes.bootstrap3.article.details##

Resumen

La sucesión en la empresa familiar es considerada como una etapa decisiva para su continuidad. Aunque es uno de los tópicos más estudiados, solo una pequeña proporción de ellas sobrevive a cada transferencia generacional. En las economías en desarrollo como las latinoamericanas, la generación de conocimiento sobre el tema es significativa dada la importante proporción de empresas familiares en cada país, y en consecuencia su contribución económica y social. El presente trabajo es una revisión bibliográfica sobre el proceso de sucesión de la empresa familiar. Tiene por objetivo la reconstrucción de su campo de estudio para propiciar el desarrollo de nuevos trabajos. Entre los principales resultados destaca la relación entre la sucesión y la planeación estratégica, la influencia familiar y la gestión integral.

Keywords

family business, succession, bibliographyempresa familiar, sucesión, bibliografíaempresa familiar, sucessão, bibliografia

References
Ahrens, J., Landmann, A., & Woywode, M. (2015). Gender preferences in the CEO successions of family firms: family characteristics and human capital of the successor. Journal of Family Business Strategy, 6, 86-103. doi.org/10.1016/j.jfbs.2015.02.002

Amat, J. (2008). Sucesión y renovación del liderazgo en la empresa familiar. Madrid: Instituto de la Empresa Familiar.

Aragonés, J. (1992). La sucesión en la empresa familiar. Alta Dirección, 162, 127-133.

Aronoff, C., & Ward, J. (1996). Family business governance: maximizing family and business potential. Business Owner Resources. Marietta, GA.

Arora, A., & Sharma, C. (2016). Corporate governance and firm performance in developing countries: evidence from India. Corporate Governance: The international Journal of Business in Society, 16(2), 259-277. doi.org/10.1108/cg-01-2016-0018

Astrachan, J., & Astrachan, B. (1993). Family Business: the challenges and opportunities of interprofessional collaboration. Working paper, Kennesaw State College School of Business Administration, Marietta, GA.

Astrachan, J., Klein, S., & Smyrnios, K. (2002). The F-PEC scale of family influence: A proposal for solving the family business definition problem.Family Business Review, 15(1), 45-58.

Barach, J., & Ganitsky, J. (1995). Successful succession in family business. Family Business Review, 8(2), 131-155. doi.org/10.1111/j.1741-6248.1995.00131.x

Barnes, L., & Hershon, S. (1976). Transferring power in family business. Harvard Business Review, 54(4), 105-114. doi.org/10.1111/j.1741-6248.1994.00377.x

Barney, J. (1991). Firm resources and sustained competitive advantage. Journal of Management, 17(1), 99-120. doi.org/10.1177/014920639101700108

Barry, B. (1989). Family Business Review, 2(3), 293-315. doi.org/10.1111/j.1741-6248.1989.00293.x

Basco, R. (2006). La investigación en la empresa familiar: un debate sobre la existencia de un campo independiente. Investigaciones Europeas de Dirección y Economía de la Empresa, 12(1), 33-54.

Basco, R. (2014). Exploring the influence of the family upon firm performance: does strategic behavior matter? International Small Business Journal, 32(8), 967-995. doi. org/10.1177/0266242613484946

Basco, R., & Voordeckers, W. (2015). The relationship between the board of directors and firm performance in private family firms: a test of the demographic versus behavioral approach. Journal of Management y Organization, 21(4), 411-435. doi.org/10.1017/jmo.2015.23

Beckhard, R., & Dyer, W. (1983). Managing continuity in the family-owned business. Organizational Dynamics, 12(1), 5-12. doi.org/10.1016/0090-2616(83)90022-0

Benavides, C., Guzmán, V., & Quintana, C. (2011). Evolución de la literatura sobre empresa familiar como disciplina científica. Cuadernos de Economía y Dirección de la Empresa, 14, 78-90. doi.org/10.1016/j.cede.2011.02.004

Bjuggren, P., & Sund, L. (2001). Strategic decision making in intergenerational successions of small and medium size family owned businesses. Family Business Review, 14(1), 11-24. doi.org/10.1111/j.1741-6248.2001.00011.x

Blumentritt, T., Mathews, T., & Marchisio, G. (2013). Game theory and family business succession: An introduction. Family Business Review, 26(1), 51-67. doi.org/10.1177/0894486512447811

Bork, D. (1986). Family business, risky business. Amacom, American Management Association.

Bosch, V. (2006). La empresa familiar: su problemática y sucesión. Asociación Catalana de la Empresa Familiar.

Boss, P. & Greenberg, J. (1984). Family boundary ambiguity: a new variable in family stress theory. Family Process, 23(4), 535-546. doi.org/10.1111/j.1545-5300.1984.00535.x

Broekaert, W., Andries, P., & Debackere, K. (2016). Innovation processes in family firms: The relevance of organizational flexibility. Small Business Economics, 47(3), 771-785. doi.org/10.1007/s11187-016-9760-7

Buboltz, M., & Sontag, M. (2009). Human ecology theory. In P. Boss, W. Doherty, R. LaRossa, W. Schumm, & S. Steinmetz (eds.), Sourcebook of family theories and methods: A contextual approach (pp. 419-448). New York: Plenum Press. doi.org/10.1007/978-0-387-85764-0_17

Cabrera, K., & García, J. (1998). Cambios en la cultura y estructura de las empresas frente a las tecnologías de la información empírica. VIII Congreso Nacional sobre Empresa Familiar de la Asociación Científica de Economía y Dirección de la Empresa. Universidad de las Palmas de la Gran Canaria, España.

Cabrera, K., De Saá-Pérez, P., & García-Almeida, D. (2001). The succession process from a resource- and knowledge-based view of the family firm. Family Business Review, 14(1), 37-46. doi.org/10.1111/j.1741-6248.2001.00037.x

Calabró, A., Minichilli, A., Amore, M., & Brogi, M. (2017). The courage to choose! Primogeniture and leadership succession in family firms. Strategic Management Journal, 39, 2014-2035. doi.org/10.1002/smj.2760

Carter III, J., & Justis, R. (2009). The development of successors from followers to leaders in small family firms. Family Business Review, 22(2), 109-124. doi.org/10.1177/0894486508327822

Carter, B., & McGoldrick, M. (eds.), (1998). The expanded family life cycle: individual, family and social perspective, 3rd ed. Boston: Allyn y Bacon.

Casillas, J., Díaz, C., & Vázquez, A. (2005). La gestión de la empresa familiar. Conceptos, casos y soluciones. Madrid: Thomson Editores.

Casrud, A. (1996). Meanderings of a resurrected psychological, or lessons learned in creating a family business program. Entrepreneurship Theory and Practice, 19(1), 39-48. doi.org/10.1177/104225879401900103

Chandler, A. (1962). Strategy and structure: Chapters in the history of the industrial enterprise. Cambridge, Mass: MIT Press.

Chrisman, J., Chua, J., & Litz, R. (2004). Comparing the agency costs of family and no family firms: conceptual issues and exploratory evidence. Entrepreneurship Theory and Practice, 28(4), 335-354. doi.org/10.1111/j.1540-6520.2004.00049.x

Chrisman, J., Chua, J., & Sharma, P. (1998). Important attributes of successors in family business: an exploratory study. Family Business Review, 11(1), 19-34. doi.org/10.1111/ j.1741-6248.1998.00019.x

Chrisman, J., Chua, J., & Sharma, P. (2003). Succession and non succession concerns of family business: An exploratory study. Family Business Review, 16(2), 89-107.

Chrisman, J., Chua, J., & Steier, L. (2005). Sources and consequences of distinctive familiness: an introduction. Entrepreneurship Theory and Practice, 29(3), 237-247. doi.org/10.1111/j.1540-6520.2005.00080.x

Chrisman, J., Chua, J., De Massis, A., Minola, T., & Vismara, S. (2016). Management processes and strategy execution in family firms: From “what” to “how”. Small Business Economics, 47(3), 719-734. doi.org/10.1007/s11187-016-9772-3

Chrisman, J., Chua, J., Kellermanns, F., Matherne III, C., & Debicki, B. (2008). Management journals as venues for publication of family business research. Entrepreneurship Theory and Practice, 32, 927-934. doi.org/10.1111/j.1540-6520.2008.00263.x

Chrisman, J., Sharma, P., Steier, L., & Chua, J. (2013). The influence of family goals, governance, and resources on firm outcomes, Family Business Special Issue, 37(6), 1249-1261. doi.org/10.1111/etap.12064

Christensen, C. (1953). Management succession in small and growing enterprises. Boston: Harvard Business School Press. doi.org/10.2307/2551333

Chua, J., Chrisman, J., & Sharma, P. (1999). Defining the family business by behavior. Entrepreneurship Theory and Practice, 23, 19-39. doi.org/10.1177/104225879902300402

Church, R. (1971). Kenricks in hardware: a family business, 1791-1966. Newton Abbot: David and CharIes. U.K. doi.org/10.2307/3103050

Churchill, N., & Hatten, K. (1987). Non-market based transfers of wealth and power. A research framework for family business. American Journal of Small Business, 11(3), 51-64. doi.org/10.1177/104225878701100305

Coase, R. (1937). The nature of the firm. Economica, 4(16), 386-405. doi.org/10.1017/ cbo9780511817410.009

Colli, A., (2003). The history of family business, 1850-2000. Cambridge: University Press. doi.org/10.1017/cbo9780511615009.010

Daily, C., & Thompson, S. (1994). Ownership structure, strategic posture, and firm growth: an empirical examination. Family Business Review, 7(3), 237-249. doi.org/10.1111/j.1741-6248.1994.00237.x

Daspit, J., Holt, D., Chrisman, J., & Long, R. (2016). Examining family firm succession from a social exchange perspective: a multiphase, multistakeholder review. Family Business Review, 29(1), 44-64. doi.org/10.1177/0894486515599688

Davis, J., & Tagiuri, R. (1989). The influence of life stage on father-son work relationships in family companies. Family Business Review, 2(1), 47-74. doi.org/10.1111/j.1741- 6248.1989.00047.x

Davis, P. (1983). Realizing the potential of the family business. Organizational Dynamics, 12(1), 47-56. doi.org/10.1016/0090-2616(83)90026-8

Davis, P., & Harveston, P. (1999). In the founder’s shadow: Conflict in the family firm. Family Business Review, 12(4), 311-323. doi.org/10.1111/j.1741-6248.1999.00311.x

Davis, P., & Stern, D. (1988). Adaptation, survival, and growth of the family business: an integrated systems perspective. Family Business Review, 1(1), 69-84. doi.org/10.1111/j.1741-6248.1988.00069.x

De la Garza, M. (2014). La empresa familiar. Su cultura organizacional. México DF: Editorial Plaza y Valdés.

De la Garza, M., Díaz, J., Jiménez, K., & Medina, J. (2015). El crecimiento en la empresa familiar, factor de continuidad, Un estudio de negocios de primera, segunda y tercera generación en el estado de Tamaulipas, México. En Cruz, A. et ál. Mipymes, empresas familiares y organizaciones emergentes. Experiencias en México, Guatemala y España. México DF: Unidad de Divulgación Científica UNACH.

De Massis, A., Di Minin, A., & Frattini, F. (2015). Family-driven innovation: Resolving the paradox in family firms. California Management Review, 58(1), 5-19. doi.org/10.1525/ cmr.2015.58.1.5

Distelberg, B., & Sorenson, R. (2009). Updating systems concepts in family businesses: A focus on values, resource flows, and adaptability. Family Business Review, 22(1), 65-81. doi.org/10.1177/0894486508329115

Donckels, R., & Fröhlich, E. (1991). Are family businesses really different? European experiences from Stratos. Family Business Review, 4(2), 149-160. doi.org/10.1111/j.1741-6248.1991.00149.x

Donnelly, R. (1964). The Family Business. Harvard Business Review, 42(4), 93-105.

Durán, J., & San Martín, J. (2014). Estudio comparativo de la empresa familiar en México en el contexto mundial. Revista de Estudios en Contaduría, Administración e Informática RECAI, 2(5), 21-54.

Dyer, W. (1988). Culture and continuity in family firms. Family Business Review, 1(1), 37-50. doi.org/10.1111/j.1741-6248.1988.00037.x

Dyer, W. (2006). Examining the family effect on firm performance. Family Business Review, 19,253-273. doi.org/10.1111/j.1741-6248.2006.00074.x

Dyer, W. (2018). Are family firms really better? Reexamining the family effect on firm performance. Family Business Review, 31(2), 240-248. doi.org/10.1177/0894486518776516

Ensley, M., & Pearson, A. (2005). An exploratory comparison of the behavioral dynamics of top management teams in family and nonfamily new ventures: Cohesion, conflict, potency, and consensus. Entrepreneurship Theory and Practice, 29(3), 267-284. doi.org/10.1111/ j.1540-6520.2005.00082.x

Ferrón, J., Durán, J., San Martín, J., & Simón, J. (2016). La sucesión e institucionalización de la empresa familiar en México. México DF: Editorial IMEF.

Gallo, M. (1992). Cultura en empresa familiar. En M. Gallo: Empresa Familiar. Barcelona: Estudios y Ediciones IESE.

Gallo, M. (1995). La empresa familiar. Texto y casos. Barcelona: Editorial Praxis.

Gallo, M. (1998). La sucesión en la empresa familiar. Colección de Estudios e Informes Nº 12, Barcelona: Caja de Ahorros y Pensiones de Barcelona.

Gallo, M. (1998). La sucesión en la empresa familiar. Colección Estudios e Informes. Barcelona: Caja de Ahorros y Pensiones.

Gallo, M. (2008). Ideas básicas para dirigir la empresa familiar. Barañáin, Navarra: Ediciones Universidad de Navarra.

Gallo, M., & García Pont, C. (1989). La empresa familiar en la economía española. Papeles de Economía Española, 39, 67-85.

Gallo, M., & Sveen, J. (1991). Internationalizing the family business: facilitating and restraining factors. Family Business Review, 4(2), 181-190. doi.org/10.1111/j.1741-6248.1991.00181.x

Garcia-Castro, R., & Aguilera, R. (2015). Incremental value creation and appropriation in a world with multiple stakeholders. Strategic Management Journal, 36, 137-147. doi.org/10.2139/ssrn.2580736

Gersick, K., Lansberg I., Davis, M., & McCollum, M. (1997). Generation to generation. Life cycles of the family business. Boston: Harvard Business School Press. doi.org/10.5860/ choice.34-4568

Gimeno, A., Baulenas, G., & Coma-Cros, J. (2009). Modelos de empresa familiar. Soluciones prácticas para la familia empresaria. Barcelona: Editorial Deusto.

Glover, J. (2014). Gender, power and succession in family farm business. International Journal of Gender and Entrepreneurship, 6(3), 276-295. doi.org/10.1108/ijge-01-2012-0006

Goldberg, S. (1991). Factors which impact effectivesuccession in small family-owned businesses: an empirical study. Ph.D. dissertation. Amherst: University of Massachusetts.

Gómez, G. (2006). La empresa familiar como espina dorsal del desarrollo económico. Inalde, Revista Dinero, p. 2, http/www.dinero.com/

Gomez-Mejia, L., Nunez-Nickel, M., & Gutierrez, I. (2001). The role of family ties in agency contracts. Academy of Management Journal, 44(1), 81-95. doi.org/10.5465/3069338

Grabinsky, S. (1991). La empresa familiar, 1ª ed. México DF: Del Verbo emprender.

Habbershon, T., & Astrachan, J. (1997). Perceptions are reality: how to family meeting lead to collective action. Family Business Review, 10(1), 37-52.

Habbershon, T., & Williams, M. (1999). A resource-based framework for assessing the strategic advantages of family firms. Family Business Review, 12(1), 1-25. doi.org/10.1111/j.1741-6248.1999.00001.x

Habbershon, T., Williams, M., & MacMillan, I. (2003). A unified systems perspective of family firm performance. Journal of Business Venturing, 18(4), 451-465. doi.org/10.4337/9781847204394.00013

Haberman, H., & Danes, S. (2007). Father-daughter and father-son family business management transfer comparison: Family FIRO model application. Family Business Review, 20, 163-184. doi.org/10.1111/j.1741-6248.2007.00088.x

Hall, A. (2002). Towards an understanding of strategy processes in small family business, In Fletcher (ed.), Understanding the small business (pp. 32-45). Routledge in Small Business.

Handler, W. (1989). Methodological issues and considerations in studying family business. Journal of the Family Firm Institute, 2(3), 257-276. doi.org/10.1111/j.1741-6248.1989.00257.x

Handler, W. (1994). Succession in family business. A review of the research. Family Business Review, 2(2), 133-157. doi.org/10.1111/j.1741-6248.1994.00133.x

Jaffe, D., & Lane, S. (2004). Sustaining a family dynasty: key issues facing complex multigenerational business and investment owning families. Family Business Review, 17(1), 81-98.doi.org/10.1111/j.1741-6248.2004.00006.x

Jayantilal, S., Jorge, S., & Palacios, T. (2016). Effects of sibling competition on family firm succession: a game theory approach. Journal of Family Business Strategy, 7(4), 260-268. doi.org/10.1016/j.jfbs.2016.10.001

Jensen, M., & Meckling, W. (1976). Theory of the firm: Managerial behavior, agency costs and ownership structure. Journal of Financial Economics,3(4), 305-360. doi.org/10.1016/0304-405x(76)90026-x

Kanter, R. (1977). Work and family in the Unites States: a critical review and agenda for research and policy. New York: Russell Sage Foundation. doi.org/10.1111/j.1741-6248.1989.00077.x

Lambrecht, J., & Lievens, J. (2008). Pruning the family tree: an unexplored path to family business continuity and family harmony. Family Business Review, 21(4), 21-295. doi.org/10.1177/08944865080210040103

Landström, H., & Johannison, B. (2001). Theoretical foundations of Swedish entrepreneurship and small-business research. Scandinavian Journal of Management, 17(2), 225-248. doi.org/10.1016/s0956-5221(99)00030-5

Lansberg, I. (1983). Managing human resources in family firms: The problem of institutional overlap. Organizational Dynamics, 39-46. doi.org/10.1016/0090-2616(83)90025-6
Cómo citar
Soto Maciel, A., de la Garza Ramos, M. I., Esparza Aguilar, J. L., & San Martín Reyna, J. M. (2019). La sucesión de la empresa familiar; una aproximación teórica. Cuadernos De Administración, 31(56), 105–137. https://doi.org/10.11144/Javeriana.cao.31-56.sefat
Sección
Artículos

Artículos más leídos del mismo autor/a