Case Detail

Case Summary

Fel-Pro (B): After the Sale-The Lehman Family Transition

Case Number: 5-105-001(B), Year Published: 2005

HBS Number: KEL119

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Authors: John Ward; Carrie Meek

Key Concepts

Family Business, Strategic Planning, Succession Planning, Change Management, Investment Management, Nonprofit


After the sale of their multi-generation family business, a family and business transitions. The family uses the sales contract to maintain its progressive human resource policies. The family organizes a family investment office, establishes foundations, and launches new ventures.

Number of Pages: 12

Extended Case Information

Teaching Areas: Entrepreneurship, Family Business, Management, Organizational Behavior, Strategy

Geographic: Midwest United States

Industry: Engine Manufacturing

Organization Name: Family Investment Office

Organization Department: Family Investment Office

Organization Size: Medium

Decision Maker Position: Family Investment Office Committee members

Decision Maker Gender: Male

Year of Case: 1998