Agribusiness succession planning, without a holding
- Practice
- Succession
- Industry
- Agribusiness
- Location
- Paraná
- partition scenarios analyzed
- 10+
The diagnosis
A farming family wanted to organize the founder's succession among three heirs. Mapping their interests surfaced the deciding factor: none of them wanted to stay tied to the others through a company or co-ownership. Each wanted sole ownership of what they received.
The strategy
To respect that wish and an equal split, we ruled out the holding, even though it was the cheaper option. We built more than 10 partition scenarios covering every asset (land, company stakes and financial investments), weighing the asset, succession and operational sides.
The result
Lifetime succession with every asset individualized. The heir with a leadership profile leased his siblings' land and carried on the operation. Family harmony preserved and the business kept running.
What it secured
- Respect for each heir's individual interests
- A fair split based on multiple scenarios
- Safe lifetime gifting
- Continuity of the operation and the family legacy