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Case Studies

The following are a list of family business case studies authored by Professor John L. Ward. Select a case title below for more detailed information and case ordering instructions.

Go to Kellogg School Case Collection "Family Business" Cases

Bata Shoe Organization (A)
By John L. Ward; Colleen Lief; Joachim Schwass; Ulrich Steger, 2002, Case #. IMD-3-1084

Bata Shoe Organization (B)
By John L. Ward; Colleen Lief; Joachim Schwass; Ulrich Steger, 2002, Case #. IMD-3-1085
Clemens Family Corporation (A): The Struggle from Family First to Business First
By John L. Ward; Christina N. Goletz, 2004, Case #: 5-104-012(A) (KEL115)
Clemens Family Corporation (B): The Process of Change
By John L. Ward; Christina N. Goletz, 2004, Case #: 5-104-012(B) (KEL116)
Clemens Family Corporation (C): Post Transition (August 2001)
By John L. Ward; Christina N. Goletz, 2004, Case #: 5-104-012(C) (KEL117)
Clinton Devon Estates: Since 1299, A Culture of Distinction (A)
By John L. Ward; Joachim Schwass, 2005, Case #. IMD-3-1539
Clinton Devon Estates: Since 1299, A Culture of Distinction (B)
By John L. Ward; Joachim Schwass, 2005, Case #. IMD-3-1540
Clinton Devon Estates: Since 1299, A Culture of Distinction (C)
By John L. Ward; Joachim Schwass, 2005, Case #. IMD-3-1543
EC Family
By John L. Ward, Denise Kenyon-Rouvinez, 2005, Case #. Pending
Entrepreneurial Philanthropy: "Be A Non-Conformist"
By John L. Ward, Joachim Schwass, Colleen Lief, 2007, Case #. IMD-3-1743
Fel-Pro (A): A Five-Generation Winning Workplace
By John L. Ward; Carrie Meek, 2005, Case #: 5-105-001(A) (KEL118)
Fel-Pro (B): After the Sale-The Lehman Family Transition
By John L. Ward; Carrie Meek, 2005, Case #: 5-105-001(B) (KEL119)
Four Generations of the Owens Family (A)
By John L.Ward; Colleen Lief, 2005, Case #. IMD-3-1492
Four Generations of the Owens Family (B)
By John L. Ward; Colleen Lief, 2005, Case #. IMD-3-1493
Four Generations of the Owens Family (C)
By John L. Ward; Colleen Lief, 2005, Case #. IMD-3-1494

Four Generations of the Owens Family (D)
By John L. Ward; Colleen Lief, 2005, Case #. IMD-3-1569

Freedom Communications, Inc.: Family Enterprise or Liquidity?
By John L. Ward; Carol A. Zsolnay, 2007, Case #. 5-307-504
Ghost in the Family Business (HBR Case Study and Commentary)
By John L. Ward; Warren D. Miller; Gerry Boschowitz; Rudy Boschowitz; Joe Mattos; Mary Whiteside, 2000, Case #. Pending

Harilela Empire: An Indian Family Business in Hong Kong
By John L. Ward; Suren Mansinghka; Elyssa Tran; Bhaskar Sambamurthy, 2006, Case # 5-405-757

Hilti: Our Culture Journey
By John L. Ward; Colleen Lief, 2005, Case #. IMD-3-1434
Keystone (A)
By John L. Ward; Sue Perricelli, 2001, Case #. Pending
Keystone (B)
By John L. Ward; Sue Perricelli, 2001, Case #. Pending
Keddeg Co.: Succession to the Next Generation of a Small Business
By John L. Ward; Carol A. Zsolnay, 2007, Case #. 5-107-012(A)
Keddeg Co.: Update: Succession to the Next Generation of a Small Business-18 Months Later
By John L. Ward; Carol A. Zsolnay, 2007, Case #. 5-107-012(B)
Lee Kum Kee Co. Ltd (A): The Family Recipe
By John L. Ward; Colleen Lief, 2006, Case #. IMD-3-1617
Lee Kum Kee Co. Ltd (B): Passing Down the Recipe
By John L. Ward; Colleen Lief, 2006, Case #. IMD-3-1618
Magid Glove and Safety Manufacturing
By John L. Ward; Susan Perricelli, 2004, Case #: 5-404-760 (KEL120)
Murugappa Group: Centuries-Old Business Heritage and Tradition
By John L. Ward; Carol Adler Zsolnay, 2004, Case #: 5-104-011 (KEL121)
Oberman Family and Omeda Communications Inc.
By John L. Ward; Elly Andriopoulou, 2005, Case #: 5-105-003
Prudence and Audacity: The House of Beretta
By John L. Ward; Colleen Lief, 2005, Case #. IMD-3-1495
Scott Family Enterprises: Defining Fair Process for Cousin Owners (A)
By John L. Ward; Canh Tran, 2004, Case #: 5-204-267(A) (KEL124)
Scott Family Enterprises: Addressing Family Goals and Visions in the Family Enterprise (B)
By John L. Ward; Canh Tran, 2004, Case #: 5-204-267(B) (KEL125)
Spatz Laboratories (A): Generational Transition and Transformation
By John L. Ward; Canh Tran, 2005, Case #. 5-405-755(A)
Spatz Laboratories (B): Reorganization and Turnaround
By John L. Ward; Canh Tran, 2005, Case #. 5-405-755(B)
Succession and Continuity for Johnson Family Enterprises (A)
By John L. Ward; Carol Adler Zsolnay, 2004, Case #: 5-104-013(A) (KEL122)
Succession and Continuity for Johnson Family Enterprises (B)
By John L. Ward; Carol Adler Zsolnay, 2004, Case #: 5-104-013(B) (KEL123)
Succession and Continuity for Johnson Family Enterprises (C)
By John L. Ward; Carol Adler Zsolnay, 2004, Case #: 5-104-013(C)
Torvald Klaveness Group: From Old Traditions To Future Innovations
By John L. Ward; Colleen Lief, 2002, Case #. IMD-3-1123
Weston Nurseries Inc.(A)
By John L. Ward; Brian Colton, 2005, Case #: 5-105-002(A)
Weston Nurseries Inc.(B)
By John L. Ward; Brian Colton, 2005, Case #: 5-105-002(B)
last modified 26 Feb 2008
©2001 Kellogg School of Management, Northwestern University