IDEAS home Printed from https://ideas.repec.org/b/ces/ifodrs/40.html
   My bibliography  Save this book

Unternehmensnachfolge im sächsischen Mittelstand : Gutachten im Auftrag des Sächsischen Staatsministeriums für Wirtschaft und Arbeit

Author

Listed:
  • Michael Berlemann
  • Sabine Engelmann
  • Christian Leßmann
  • Heinz Schmalholz
  • Henner Spelsberg
  • Hendrik Weber

Abstract

Die ifo Dresden Studie 40 ist die wissenschaftliche Publikation zum sächsischen Mittelstandsbericht 2005/2006, der das Schwerpunktthema Unternehmensnachfolge zum Gegenstand hatte. Aus der Analyse einer Reihe von Experten- und Unternehmensbefragungen ergab sich, dass bis zum Jahr 2020 in Sachsen mehr als 25.000 übergabefähige mittelständische Unternehmen mit einem Umsatz von etwa 16 Mrd. € und ca. 330.000 Arbeitsplätzen vor einem Generationswechsel stehen. Im Hinblick auf den für die Vorbereitung und Durchführung des Nachfolgeprozesses erforderlichen Zeitraum, waren Defizite in der Vorbereitung und Informationsbeschaffung der Unternehmen zu konstatieren. Alarmierend ist auch der Befund, dass in etwa jedes fünfte übergabefähige mittelständische Unternehmen, aus heutiger Sicht eher die Stilllegung als wahrscheinlichstes Szenario ansieht. Würde dies tatsächlich eintreten, wären im sächsischen Mittelstand bis 2020 ein Umsatzrückgang um knapp 1 Mrd. € und ein Verlust von etwa 30.000 Arbeitsplätzen zu erwarten. Für die sächsische Wirtschaftspolitik wurde eine Reihe von Ansatzpunkten aufgezeigt, um die Erfolgswahrscheinlichkeit von Unternehmensnachfolgen zu erhöhen.

Suggested Citation

  • Michael Berlemann & Sabine Engelmann & Christian Leßmann & Heinz Schmalholz & Henner Spelsberg & Hendrik Weber, 2007. "Unternehmensnachfolge im sächsischen Mittelstand : Gutachten im Auftrag des Sächsischen Staatsministeriums für Wirtschaft und Arbeit," ifo Dresden Studien, ifo Institute - Leibniz Institute for Economic Research at the University of Munich, number 40.
    • Handle: RePEc:ces:ifodrs:40
    as

    Download full text from publisher

    To our knowledge, this item is not available for download. To find whether it is available, there are three options:
    1. Check below whether another version of this item is available online.
    2. Check on the provider's web page whether it is in fact available.
    3. Perform a search for a similarly titled item that would be available.

    References listed on IDEAS

    as
    1. Mandy Kriese, 2006. "Self-employment and demographic change," ifo Schnelldienst, ifo Institute - Leibniz Institute for Economic Research at the University of Munich, vol. 59(13), pages 10-15, July.
    2. Marcus Dittrich & Wolfgang Gerstenberger & Beate Henschel & Gunther Markwardt & Carsten Pohl & Heinz Schmalholz & Marcel Thum, 2004. "Demographische Entwicklung im Freistaat Sachsen : Analyse und Strategien zum Bevölkerungsrückgang auf dem Arbeitsmarkt ; Gutachten im Auftrag der Sächsischen Staatskanzlei," ifo Dresden Studien, ifo Institute - Leibniz Institute for Economic Research at the University of Munich, number 36, July.
    3. Kramer, Jost W., 2005. "Unternehmensnachfolge als Ratingkriterium," Wismar Discussion Papers 15/2005, Hochschule Wismar, Wismar Business School.
    4. Morris, Michael H. & Williams, Roy O. & Allen, Jeffrey A. & Avila, Ramon A., 1997. "Correlates of success in family business transitions," Journal of Business Venturing, Elsevier, vol. 12(5), pages 385-401, September.
    5. Stiglitz, Joseph E & Weiss, Andrew, 1981. "Credit Rationing in Markets with Imperfect Information," American Economic Review, American Economic Association, vol. 71(3), pages 393-410, June.
    6. Cabral, Luis, 1995. "Sunk Costs, Firm Size and Firm Growth," Journal of Industrial Economics, Wiley Blackwell, vol. 43(2), pages 161-172, June.
    7. Pramodita Sharma & James J. Chrisman & Amy L. Pablo & Jess H. Chua, 2001. "Determinants of Initial Satisfaction with the Succession Process in Family Firms: A Conceptual Model," Entrepreneurship Theory and Practice, , vol. 25(3), pages 17-36, April.
    8. Isabelle Le Breton–Miller & Danny Miller & Lloyd P. Steier, 2004. "Toward an Integrative Model of Effective FOB Succession," Entrepreneurship Theory and Practice, , vol. 28(4), pages 305-328, July.
    9. Garcia Pires, Armando José, 2006. "Losers, Winners and Prisoner's Dilemma in International Subsidy Wars," CEPR Discussion Papers 5979, C.E.P.R. Discussion Papers.
    Full references (including those not matched with items on IDEAS)

    Citations

    Citations are extracted by the CitEc Project, subscribe to its RSS feed for this item.
    as


    Cited by:

    1. Levering, Britta & Schlömer-Laufen, Nadine, 2012. "Öffentliche Förderung von Unternehmensübernahmen: Notwendigkeit und Ausgestaltung," IfM-Materialien 219, Institut für Mittelstandsforschung (IfM) Bonn.
    2. Michael Berlemann & Vera Jahn & Robert Lehmann, 2018. "Ways Out of the Empirical Mittelstand Research Dilemma," ifo Schnelldienst, ifo Institute - Leibniz Institute for Economic Research at the University of Munich, vol. 71(23), pages 22-28, December.
    3. Michael Berlemann & Vera Jahn & Robert Lehmann, 2019. "Wie ist der Mittelstand in Deutschland verteilt? Eine Analyse mit Befragungsdaten," ifo Dresden berichtet, ifo Institute - Leibniz Institute for Economic Research at the University of Munich, vol. 26(01), pages 23-28, February.

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Umans, Ine & Lybaert, Nadine & Steijvers, Tensie & Voordeckers, Wim, 2021. "The influence of transgenerational succession intentions on the succession planning process: The moderating role of high-quality relationships," Journal of Family Business Strategy, Elsevier, vol. 12(2).
    2. Lorraine Uhlaner & Petra Gibcus & Niek Timmermans & Marta Berent-Braun, 2009. "The Relationship between Successor, Planning Characteristics, and the Transfer Process on Post-Transfer Profitability in SMEs," Scales Research Reports H200901, EIM Business and Policy Research.
    3. Kandade, Kiran & Samara, Georges & Parada, Maria José & Dawson, Alexandra, 2021. "From family successors to successful business leaders: A qualitative study of how high-quality relationships develop in family businesses," Journal of Family Business Strategy, Elsevier, vol. 12(2).
    4. Aapo Länsiluoto & Elina Varamäki & Erkki K. Laitinen & Anmari Viljamaa & Juha Tall, 2015. "Management Control Systems in Small Business Transfers — A Resource-Based View," Journal of Enterprising Culture (JEC), World Scientific Publishing Co. Pte. Ltd., vol. 23(04), pages 449-471, December.
    5. Juric Petra Mezulić & Alpeza Mirela & Peterka Sunčica Oberman, 2020. "Ageing Entrepreneurs and Business Transfer Challenges in Croatia," Naše gospodarstvo/Our economy, Sciendo, vol. 66(1), pages 13-22, March.
    6. Michael Gilding & Sheree Gregory & Barbara Cosson, 2015. "Motives and Outcomes in Family Business Succession Planning," Entrepreneurship Theory and Practice, , vol. 39(2), pages 299-312, March.
    7. Jeffery S. McMullen & Benjamin J. Warnick, 2015. "To Nurture or Groom? The Parent–Founder Succession Dilemma," Entrepreneurship Theory and Practice, , vol. 39(6), pages 1379-1412, November.
    8. Sund, Lars-Göran & Melin, Leif & Haag, Kajsa, 2015. "Intergenerational ownership succession," Journal of Family Business Strategy, Elsevier, vol. 6(3), pages 166-177.
    9. Mussolino, Donata & Calabrò, Andrea, 2014. "Paternalistic leadership in family firms: Types and implications for intergenerational succession," Journal of Family Business Strategy, Elsevier, vol. 5(2), pages 197-210.
    10. Alexandra Bertschi-Michel & Philipp Sieger & Nadine Kammerlander, 2021. "Succession in family-owned SMEs: the impact of advisors," Small Business Economics, Springer, vol. 56(4), pages 1531-1551, April.
    11. Patrizia Fanasch & Bernd Frick, 2021. "Filling Big Shoes: CEO and COO Succession Planning in Family Businesses," Working Papers Dissertations 69, Paderborn University, Faculty of Business Administration and Economics.
    12. Michel, Alexandra & Kammerlander, Nadine, 2015. "Trusted advisors in a family business's succession-planning process—An agency perspective," Journal of Family Business Strategy, Elsevier, vol. 6(1), pages 45-57.
    13. Ahrens, Jan-Philipp & Uhlaner, Lorraine & Woywode, Michael & Zybura, Jan, 2018. "“Shadow emperor” or “loyal paladin”? – The Janus face of previous owner involvement in family firm successions," Journal of Family Business Strategy, Elsevier, vol. 9(1), pages 73-90.
    14. Hossein Samei & Alireza Feyzbakhsh, 2016. "The Effect of Mentoring on Successor Nurturing in Family Businesses," Journal of Entrepreneurship and Innovation in Emerging Economies, Entrepreneurship Development Institute of India, vol. 25(2), pages 211-231, September.
    15. Ahrens, Jan-Philipp & Landmann, Andreas & Woywode, Michael, 2015. "Gender preferences in the CEO successions of family firms: Family characteristics and human capital of the successor," Journal of Family Business Strategy, Elsevier, vol. 6(2), pages 86-103.
    16. Zellweger, Thomas & Sieger, Philipp & Halter, Frank, 2011. "Should I stay or should I go? Career choice intentions of students with family business background," Journal of Business Venturing, Elsevier, vol. 26(5), pages 521-536, September.
    17. Mariavittoria Cicellin & Donata Mussolino & Riccardo Viganò, 2015. "Gender diversity and father-daughter relationships: understanding the role of paternalistic leadership in family firm succession," International Journal of Business Governance and Ethics, Inderscience Enterprises Ltd, vol. 10(1), pages 97-118.
    18. Christian Koropp & Dietmar Grichnik & André Gygax, 2013. "Succession financing in family firms," Small Business Economics, Springer, vol. 41(2), pages 315-334, August.
    19. Bergner, Sören Martin & Bräutigam, Rainer & Evers, Maria Theresia & Spengel, Christoph, 2017. "The use of SME tax incentives in the European Union," ZEW Discussion Papers 17-006, ZEW - Leibniz Centre for European Economic Research.
    20. Boris Rumanko & Zuzana Lušňáková & Monika Moravanská & Mária Šajbidorová, 2021. "Succession as a Risk Process in the Survival of a Family Business—Case of Slovakia," JRFM, MDPI, vol. 14(10), pages 1-20, September.

    More about this item

    JEL classification:

    • G32 - Financial Economics - - Corporate Finance and Governance - - - Financing Policy; Financial Risk and Risk Management; Capital and Ownership Structure; Value of Firms; Goodwill
    • M13 - Business Administration and Business Economics; Marketing; Accounting; Personnel Economics - - Business Administration - - - New Firms; Startups

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:ces:ifodrs:40. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Klaus Wohlrabe (email available below). General contact details of provider: https://edirc.repec.org/data/ifooode.html .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.