Entrelevo · Family Business Succession

The Human Side of Succession

Family businesses don't fail generational transitions because of bad strategy or poor finances. They fail because of the things nobody says out loud.

Sara Giraldo Ramírez · Founder EMMIE · Erasmus Mundus Master in Impact Entrepreneurship Researcher, Family Business Succession · entrelevo.eu
Sara Giraldo

"We talk about the business every day.
We never talk about the transition."

01 — The Problem

Why family businesses really
fail the generational transition

The data is clear. The cause is almost never what families think it is.

70%

of family businesses do not survive the generational change

35%

of European family offices will face a generational transition in the next decade

86%

of family offices have no structured leadership succession plan in place

⚖️

Legal Structure

The protocol is signed. The notary has been paid. Nothing has changed.

📊

Financial Planning

The inheritance is structured. The tax is optimised. The family still can't agree.

🧠

The Human Factor

A founder who built everything for 35 years and doesn't know who he is without it. A successor who feels they have to prove themselves every day. And a conversation that has never happened.

02 — The Framework

Five dimensions of the human transition

Built from three years of research and direct interviews with successors, founders, and family business consultants across Europe and Latin America.

01

Identity

"I want to make my own path — without betraying what was built."

02

Communication

"We talk about the business every day. We never talk about the transition."

03

The Bond

"Every time I make a decision, it gets reversed. In front of everyone."

04

Own Vision

"I don't want to be here just because it's expected. I want to contribute something that's mine."

05

Emotional Strength

"The weight of this legacy sometimes crushes me. Other times it drives me."

03 — Governance + Human Layer

Two layers. One transition that actually works.

Governance structures give families the rules. Entrelevo provides the human layer that makes those rules actually work.

A family protocol without emotional readiness, generational communication and identity work is paper. We work alongside governance advisors — not instead of them.

Governance

The structure

  • Family protocol
  • Ownership rules
  • Family council
  • Succession plan on paper

Defines what should happen

makes
it work
Entrelevo

The human layer

  • Identity and role clarity
  • Generational communication
  • Authority and trust
  • Emotional readiness

Determines whether it actually happens

The governance advisor tells the family what the protocol says. Entrelevo works with the people who have to live it — so that what is agreed on paper actually changes how they behave in the room.

04 — Diagnostic

See where you stand

15 questions. 5 minutes. A clear picture of where the human transition stands — and what needs attention first.

Use this with a founder or successor before a first conversation. The scores open the right doors.

Entrelevo

Succession Diagnostic

Where are you
in the succession?

Fifteen questions. Five areas. A clear picture of where you stand — and where to begin.

I am the
Successor
The next generation entering the business.
I am the
Founder
The one building the conditions for change.

Takes about 5 minutes. No account required.

1 / 15
Identity
Loading…
Strongly disagree Strongly agree
Entrelevo
Successor In Transition

In Transition

Strongest area
Most urgent

Where to begin

Based on your most urgent area.

05 — Conversation Card Deck

Opening conversations that never happen

The card deck is a facilitation tool. Each card names something real — something the founder or successor thinks but doesn't say. The questions create a structured space to say it.

Identity

"I have built this company for 35 years. I don't know who I am without it."

  • FounderWhat part of you exists independently of this company?
  • SuccessorWhat would you like your father/mother to be proud of, besides the business?
  • TogetherWhat does a successful transition look like for each of you?
Authority

"Every time I make a decision, it gets reversed. In front of everyone."

  • FounderWhat would you need to see to trust one of my decisions?
  • SuccessorWhat specific area do you most need authority over?
  • TogetherCan we agree on one domain where the handover is complete and final?
The Unspoken

"We talk about the business every day. We never talk about the transition."

  • FounderWhen do you plan to step back? Have you said that out loud?
  • SuccessorWhat are you most afraid to ask?
  • TogetherCan we commit to one conversation per month about the transition only?
Hidden Conflict

"We say the problem is money. But we haven't spoken properly in years."

  • FounderWhat relationship issue is disguised as "business"?
  • SuccessorWhat would you need to feel genuinely heard?
  • TogetherHow do we separate the family conversation from the business conversation?
Tacit Knowledge

"Everything I know about this business has never been written down."

  • FounderWhat are the three things only you know that the business needs to survive?
  • SuccessorWhat do you need to understand that nobody has explained to you?
  • TogetherHow do we create a space to transfer this knowledge now?
06 — Working Together

What this means for your client families

Family offices manage wealth. Entrelevo protects the human infrastructure that sustains it across generations.

The gap in the market

Family offices offer exceptional financial, legal and governance advisory. What is almost never included is structured support for the relational and emotional dynamics of succession — the very factors that determine whether the transition works in practice.

  • Founders who resist letting go
  • Successors who struggle to gain legitimacy
  • Conversations that don't happen
  • Conflict disguised as business problems
  • Tacit knowledge that disappears when the founder leaves

What Entrelevo adds

A proprietary methodology — research-backed, practitioner-tested — for the human side of generational succession. Three entry points depending on what the family needs:

  • Diagnostic: a structured assessment of where the transition stands
  • Card deck workshops: facilitated conversations between generations
  • 8-week programme: deep work on identity, communication, and authority
  • Advisory: ongoing support for the transition process
  • Family office briefings: preparing the team to spot relational risk
01

Identify

Run the diagnostic with successor and/or founder. Name the real obstacles.

02

Open

Card deck workshop — structured conversation between generations.

03

Work

8-week programme for the successor. Monthly advisory for the founder.

Sara Giraldo
About Sara Giraldo

Research, lived experience,
and a methodology that works

I come from a family business in Huelva, Spain that didn't survive the generational transition. Not because of bad strategy or poor finances — but because of the things that were never said. That experience is the origin of this work.

I am currently completing the EMMIE — Erasmus Mundus Master in Impact Entrepreneurship — across Croatia, Lithuania and Belgium. My master's thesis focuses on emotional intelligence and storytelling as leadership development tools for family business successors. Three years of research, eight expert interviews, and direct work with successors and founders.

Entrelevo is the application of that research. A methodology built from the ground up — not adapted from generic coaching frameworks — for the specific human dynamics of generational succession in family businesses.

EMMIE · Erasmus Mundus Double degree · Business & Finance Best academic record · University of Huelva EYE Programme · European Commission 3 years research · Family Business Succession

What happens next

Three concrete ways to move forward from this conversation.

01

Share the diagnostic

Send this to a founder or successor you are working with. Their scores will open the next conversation.

02

Workshop pilot

Run a card deck session with one founder-successor pair. Half a day. No commitment required.

03

Start a conversation

Ready to explore what this could look like for your client families? We would be glad to connect.