What we fix

Taking over the family business without breaking it

Taking over a family business goes best when you change how decisions are made and recorded, and keep what built the business: the relationships, the culture and the people. We start quietly, with you, and a map of who holds what today; then we turn your agenda into a plan everyone can see, agree with the founder who decides what, and bring the long-serving team along with you rather than working around them.

The successor's route is three to six months of sessions with you, off site or online, starting with your handover map.

In one line: start quietly with a map of who holds what, keep what built the business, and change how decisions are made with the founder behind it.

Does this sound like your business?

  • The business lives in a few people's heads, and some of them have been here longer than you.
  • The founder is still in the building, and people still take decisions to them.
  • Every change you suggest sounds like a verdict on how things were done.
  • A new tool gets a polite yes, then a quiet return to the old way.

What's underneath?

Long-serving staff are seldom against change as such. They are protecting something: their standing, their judgement, their place in the business. When the new way costs them face, they wait it out.

Rashmi Kulkarni's column in The Perfect Voice: Negotiating With the Old Guard (opens in a new tab).

How does the successor's route work?

  1. The first month

    Your handover map

    Built privately with you: who holds which relationships, which knowledge and which approvals today, and what could move first without noise.

  2. The sessions

    What we work on with you

    • What to change first, and what to leave alone for now.
    • How to bring the long-serving team along, with their knowledge on paper and their names on it.
    • How to agree with the founder, in writing, who decides what.
    • When the founder backs the change, the plan that fits the business, starting with the PPS Backbone Review.
  3. The end

    When the route ends

    The route ends when you no longer need the sessions, or when the founder backs a plan for the business.

    How a plan starts: the PPS Backbone Review

What changes, and when?

In the first month
Your handover map.
By month three
Your first changes chosen and in order, and the long-serving team brought into them.
By month six, or sooner
Decision rights agreed with the founder and, once the founder backs it, the plan for the business.

How do you know it is working?

  • The decisions the founder has handed over
  • The knowledge the long-serving team has written down
  • The people who stay through the change

What stays the same?

Your Keep list holds what must not change: the culture, speed and flexibility that built the business. We write it with you in the first month and check every step against it. If a change would cost something on the list, we redesign the change.

What usually goes on it here:

  • The founder's standing with customers, suppliers and staff
  • The relationships and the trust the business was built on
  • The long-serving team's place and their judgement

What do you get?

  • Your handover map. Who holds which relationships, knowledge and approvals today, and what could move first, built privately with you.
  • Your Keep list. What must not change, written down before anything does.
  • The operating model on a page, today and next. Who does what and who decides, today and next.
See the others filled in for a made-up business

Where are we doing this now?

All results

What have we written about it?

Our newest articles on this problem.

  • The Hidden Game of Taking Over · part 1

    The Hidden Game of Taking Over

    A new leader inherits an equilibrium, not just a business. How to read the unwritten rules of a legacy company before you change them.

    Rahul Kulkarni · · 5 min read

  • 100+ engagements
  • 62,000+ delivery hours
  • Top 1% Expert-Vetted on Upwork
  • 100% job success, independently verified

Across Upwork and direct contracts, including the people on our project teams.

  • MIT MicroMasters, Supply Chain
  • Six Sigma Black Belt
  • PRINCE2 Practitioner

“Always a great advisor, helping us with the project management, but also a great strategic consultant and sparring partner. Even though he worked remotely he felt like a true team member and friend of the organization.”

Upwork client, events and hospitality, Europe

Questions owners ask about this

Does the founder need to be involved from the start?

Not from the first session. The route starts privately with you, so you can work out what to change before you raise it. Changing how the business runs needs the founder's backing, and the handover map is what you take to the founder: a clear picture of who holds what today, what could change and what stays.

How do you handle the long-serving team?

As people protecting something real: their standing, their judgement, their place in the business. Their knowledge goes on paper with their names on it, and each change says what stays the same. We bring them along rather than work around them.

What about family and ownership matters?

They stay with your family's lawyer and family business adviser: shareholding, wills, family constitutions and settlements. We work on how the business runs, and we'll say so if a family matter is what's holding it back.

What does the route cost, and how long does it run?

About ₹1 lakh a month plus GST and expenses, for three to six months. When the founder backs a plan for the business, the route and its monthly fee end there: the plan starts with the PPS Backbone Review, and your time with us carries on as part of the plan.

By Rashmi Kulkarni, PRINCE2 Practitioner · Last updated

Tell us two things.

What you're trying to achieve in the next 90 days, and what's breaking in execution. We'll tell you plainly what we'd fix first.

Book a discovery call

Free, no obligation, and under an NDA if you prefer.

Or write to consult@ppsconsulting.biz WhatsApp +91 93246 21840 (opens in a new tab)