Business succession of medium and small entrepreneurs in the Metropolitan Region of Belém: correlation of social exchanges in the succession of family enterprises
Business succession of medium and small entrepreneurs in the Metropolitan Region of Belém: correlation of social exchanges in the succession of family enterprises
DOI:
https://doi.org/10.51473/rcmos.v1i1.2026.2039Keywords:
Family succession, Conflict management, Social exchangeAbstract
Family succession is a natural and fundamental process in small and medium-sized enterprises (SMEs), often marked by turbulent and conflicting phases, since the continuity of the business is at stake during the intergenerational leadership transition. This study analyzes how social exchanges influence conflicts arising from high succession expectations and how these relationships affect the succession process in a small/medium-sized family firm located in the metropolitan region of Belém. In addition, it identifies strategies that can be used to mitigate conflicts triggered by succession in light of social expectations. The relevance of this research lies in the importance of family businesses to the Brazilian economy and in the impact of succession conflicts on their sustainability and continuity. The methodology combines a literature review with a qualitative case study, based on a semi-structured interview and thematic analysis of the data. The findings show that high levels of mutual trust, respect and cooperation among family members, together with open communication and formal succession planning (including structures such as a family holding), help reduce tensions and promote a smoother transition. It is concluded that the strategic management of social exchanges is a key element for the continuity of small and medium-sized family businesses, offering practical insights for entrepreneurs facing the challenges of family succession.
Downloads
References
ANTONIAZZI, E. C. et al. Empresa familiar e seus desafios. 2024. Trabalho de Conclusão de Curso (Curso Técnico em Administração) – Etec Paulino Botelho, São Paulo, 2024.
ARAÚJO, C. X. M. Empresas familiares e o processo sucessório. 2007. 41 f. Monografia (Graduação em Administração) – Centro Universitário de Brasília (UniCEUB), Brasília, 2007.
BARNES, L. B.; HERSHON, S. A. Transferring power in the family business. Harvard Business Review, v. 54, n. 4, p. 105-114, 1976.
BERNHOEFT, R. Empresa familiar: sucessão profissionalizada ou sobrevivência comprometida. 2. ed. São Paulo: Nobel, 1989.
BERNHOEFT, R. Como criar, manter e sair de uma empresa familiar (sem briga). 4. ed. São Paulo: SENAC, 2005.
BERNHOEFT, R.; GALLO, M. Governança na Empresa Familiar: gestão, poder e sucessão. 4. ed. Rio de Janeiro: Elsevier, 2003.
BLAU, P. M. Exchange and power in social life. New York: John Wiley, 1964.
BLULM, L. F. M. et al. Processo de sucessão em empresas familiares: estudo de caso em uma empresa de médio porte. Revista Brasileira de Administração Científica, v. 12, n. 3, p. 80-93, jul./set. 2021.
BORNHOLDT, W. Governança na empresa familiar: implementação e prática. Porto Alegre: RS, 2005.
BRAUN, V.; CLARKE, V. Using thematic analysis in psychology. Qualitative Research in Psychology, v. 3, n. 2, p. 77-101, 2006.
CHRISMAN, J. J.; CHUA, J. H.; SHARMA, P. Trends and directions in the development of a strategic management theory of the family firm. Entrepreneurship Theory and Practice, v. 36, n. 6, p. 1119-1121, 2012.
CHUA, J. H.; CHRISMAN, J. J.; SHARMA, P. Defining the family business by behavior. Entrepreneurship Theory and Practice, v. 23, n. 4, p. 19-39, 1999.
CHUA, J. H.; CHRISMAN, J. J.; SHARMA, P. Succession and nonsuccession concerns of family firms and agency relationships with nonfamily managers. Family Business Review, v. 16, n. 2, p. 89-107, 2003.
DAVIS, P. S.; HARVESTON, P. D. In the founder's shadow: conflict in the family firm. Family Business Review, v. 12, n. 4, p. 311-323, 1999.
DE MASSIS, A.; CHUA, J. H.; CHRISMAN, J. J. Factors preventing intra-family succession. Family Business Review, v. 21, n. 2, p. 183-199, 2008.
EDDLESTON, K. A.; KELLERMANNS, F. W. Destructive and productive family relationships: A stewardship theory perspective. Journal of Business Venturing, v. 22, n. 4, p. 545-565, 2007.
FRANÇA, K. E. Z.; MARCHETTI FILHO, G. F. A criação de holdings familiares como solução de conflitos no direito sucessório dentro do agronegócio. Revista de Ciências Jurídicas e Sociais UNIPAR, Umuarama, v. 22, n. 2, p. 297-316, jul./dez. 2019.
GERSICK, K. E. et al. The life cycles of family businesses span from generation to generation. Boston: Harvard Business School Press, 1997.
HANDLER, W. C. Succession in family firms: A mutual role adjustment between entrepreneur and next-generation family members. Entrepreneurship Theory and Practice, v. 15, n. 1, p. 37-51, 1990.
HANDLER, W. C. The Succession Experience of the Next Generation. Family Business Review, v. 5, n. 3, p. 283-307, 1992.
HANDLER, W. C. Succession in family business: A review of research. Family Business Review, v. 7, n. 2, p. 133-157, 1994.
HOMANS, G. C. Social Behavior as Exchange. American Journal of Sociology, v. 63, n. 6, p. 597–606, 1958.
IBRAHIM, A. B.; SOUFANI, K.; LAM, J. A study of succession in a family firm. Family Business Review, v. 14, n. 3, p. 245-258, 2001.
KLEIN, A. F.; FREITAS, E. C. Governança na empresa familiar: estudo de caso sobre gestão, profissionalização e sucessão. Instituto de Ciências Sociais Aplicadas, Feevale, 2016.
LE BRETON-MILLER, I.; MILLER, D.; STEIER, L. P. Toward an integrative model of FOB succession. Entrepreneurship Theory and Practice, v. 28, n. 4, p. 305-328, 2004.
MENÊZES, I. G.; BASTOS, A. V. B. Bases sociológicas, antropológicas e psicológicas do comprometimento organizacional. Psicologia em Revista, Belo Horizonte, v. 15, n. 3, p. 200-215, ago. 2009.
MILLER, D.; STEIER, L.; LE BRETON-MILLER, I. Lost in time: intergenerational succession, change, and failure in family business. Journal of Business Venturing, v. 18, n. 4, p. 513-531, 2003.
MILLER, D.; LE BRETON-MILLER, I. Managing for the long run: Lessons in competitive advantage from great family businesses. Boston: Harvard Business School Press, 2005.
MORRIS, M. H. et al. Correlates of success in family business transitions. Journal of Business Venturing, v. 12, n. 5, p. 385-401, 1997.
PATTON, M. Q. Qualitative research and evaluation methods. 3. ed. Thousand Oaks, CA: Sage Publications, 2002.
ROSA, F.; FREITAS, E. C. Empresas Familiares: a complexidade da continuidade. Instituto de Ciências Sociais Aplicadas, v. X, p. 47-60, 2016.
SANCHEZ, A. F. C. et al. Desafios no Processo de Sucessão Familiar em Empresas de Pequeno e Médio Porte. Revista Gestão & Conexões, São Paulo, v. 8, e064, p. 96-122, jul. 2021.
SAUNDERS, M.; LEWIS, P.; THORNHILL, A. Research methods for business students. Harlow: Pearson Education, 2009.
SCHULZE, W. S. et al. Exploring the agency consequences of ownership dispersion among the directors of private family firms. Academy of Management Journal, v. 46, n. 2, p. 179–194, 2003.
SHARMA, P. An overview of the field of family business studies: Current status and directions for the future. Family Business Review, v. 17, n. 1, p. 1-36, 2004.
SHARMA, P.; CHRISMAN, J. J.; CHUA, J. H. Strategic management of the family business: Past research and future challenges. Family Business Review, v. 10, n. 1, p. 1-35, 1997.
SHARMA, P.; CHRISMAN, J. J.; CHUA, J. H. Determinants of initial satisfaction with the succession process in family firms: A conceptual model. Entrepreneurship Theory and Practice, v. 25, n. 3, p. 17-35, 2001.
SHARMA, P.; CHRISMAN, J. J.; CHUA, J. H. Predictors of satisfaction with the succession process in family firms. Journal of Business Venturing, v. 18, n. 5, p. 667-687, 2003.
SHARMA, P.; RAO, A. S. This study compares successor attributes in family firms from India and Canada. Family Business Review, v. 13, n. 4, p. 313-330, 2000.
SILVA, D. S.; PINHEIRO, L. V. S. Interações sociais no ambiente de trabalho à luz da Teoria da Troca Social: revisão sistemática e agenda de pesquisa. Revista Brasileira de Marketing, v. 26, n. 2, p. 527-598, 2023.
SILVA, K. T. S.; FIGUEIREDO JUNIOR, M. S. Holding familiar. JNT - Facit Business and Technology Journal, v. 1, n. 39, p. 100-119, ago./out. 2022.
TEIXEIRA, R. M.; CARVALHAL, F. Sucessão e conflitos em empresas familiares: estudo de casos múltiplos em empresas na cidade de Aracaju. Revista Alcance - Eletrônica, v. 20, n. 3, p. 345-366, jul./set. 2013.
YIN, R. K. Case study research: Design and methods. 5. ed. Thousand Oaks, CA: Sage Publications, 2014.
Downloads
Published
Issue
Section
Categories
License
Copyright (c) 2026 Elayne Ramos da Silva (Autor)
This work is licensed under a Creative Commons Attribution 4.0 International License.
This work is licensed under the Creative Commons Attribution 4.0 International License (CC BY 4.0). This means you are free to:
- Share — copy and redistribute the material in any medium or format.
- Adapt — remix, transform, and build upon the material for any purpose, even commercially.
The use of this material is conditioned upon proper attribution to the original author(s), providing a link to the license, and indicating if changes were made. The license does not require permission from the author or the publisher as long as these conditions are met.
The Creative Commons license logo is displayed permanently in the footer of the journal.
The copyright of the manuscript can be retained by the authors without restrictions and can be requested at any time, even after publication in the journal.
How to Cite
