Notes

Introduction

1. See Poza (2007), p. 1.

2. Overview (2008).

3. See Collins and Porras (2004).

4. Kachner, Stalk, and Bloch (2012).

5. Drucker (1994).

6. Alderson (2011).

7. Forbes (2009), p. 22.

8. Schroeder (1998).

Chapter 1

1. Chandler (1990).

2. Sharma et al. (1996).

3. Colli et al. (2003), p. 30.

4. Miller and Le Breton-Miller (2003), p. 127.

5. Chua et al. (1999).

6. Poza (2007), p. 4.

7. Astrachan and Shanker (2003).

8. Astrachan and Shanker (2003), p. 216.

Chapter 2

  1. See Miller and Le Breton-­Miller (2005b).

  2. SC Johnson (n.d.).

  3. Chick-fil-A (n.d.).

  4. Enterprise Holdings (n.d.).

  5. Friedman (1970).

  6. Freeman (1984).

  7. MassMutual Financial Group/Raymond Institute (2002).

  8. Laird Norton Tyee (2007).

  9. Laird Norton Tyee (2007).

10. Emling (2000), pp. 67–­68.

11. See Dyer (1986); Ibrahim et al. (2008).

12. History of the Hénokiens (n.d.).

13. Wallop (2013).

14. Edelman Trust Barometer (2017).

15. Edelman (2017).

16. MassMutual Financial Group/Raymond Institute (2002).

17. See Miller and Le Breton-­Miller (2005b).

18. See McConaughy et al. (2001).

19. Lee (2006a).

20. See Anderson and Reeb (2003).

21. See Miller and Le Breton-­Miller (2005).

22. Ibrahim et al. (2008), p. 95.

23. Kachner, Stalk, and Bloch (2012).

24. Le Breton-Miller and Miller (2015).

25. Revilla et al. (2016).

26. Pindado and Requej (2015).

27. MassMutual Financial Group (2007).

28. See Alderson (2009).

29. See Alderson (2009).

30. See Upton and Felan (2001).

31. Breeze (2009).

32. Niehm et al. (2008).

33. SC Johnson (n.d.).

34. See Sharma and Irving (2005).

35. Aronoff and Ward (1998), p. 98.

36. Edelman (2017).

37. Edelman (2017).

38. Susanto and Susanto (2013)

39. Sirmon and Hitt (2003).

40. Miller, Steier, and Le Breton Miller (2016).

41. PWC (2015).

42. See Neal and Veal (2008).

Chapter 3

  1. See Tagiuri and Davis (1996).

  2. Poza (2007), p. 4.

  3. See Habershon et al. (2003).

  4. See Chrisman et al. (2003); Sirmon and Hitt (2003).

  5. Chrisman et al. (2003), p. 21.

  6. See Chrisman et al. (2003); Habershon et al. (2003).

  7. See Mustakallio et al. (2002).

  8. Gomez-Mejia et al. (2007); Gomez-Mejia et al. (2011).

  9. Berrone et al. (2012).

10. See Sharma (2004).

Chapter 4

  1. See Aronoff and Astrachan (1996).

  2. See Aronoff and Astrachan (1996).

  3. See Sonfield and Lussier (2004).

  4. See Feltham et al. (2005).

  5. See Aronoff and Astrachan (1996).

  6. See Welsch (1996).

  7. Ibrahim et al. (2008).

  8. See Prince and File (1995).

  9. See Miller and Le Breton-­Miller (2005b).

10. See Miller and Le Breton-­Miller (2005b).

11. Miller and Le Breton-­Miller (2005b), p. 11.

12. See Prince and File (1995; 1996).

13. See File (2005).

14. See File (2005).

15. See Sharma and Manikutty (2005).

16. See Goffe and Scase (1985).

17. Carney (2005), p. 58.

18. Carney (2005), p. 66.

19. Carney (2005), p. 63.

20. Carney (2005), p. 249.

21. Carney (2005), p. 251.

22. Poza (2009), p. 15.

23. Kets de Vries (1993), p. 63.

24. Welsh (1996).

25. See Agor (1989); Harris and Ogbana (2005); Kakkonen (2005).

26. See Alderson (2009).

27. See Alderson (2009).

28. See Alderson (2009).

29. See Alderson (2009).

30. See Aronoff and Astrachan (1996).

Chapter 5

  1. See Alderson (2009).

  2. See Ward (2004).

  3. See Levinson (1971).

  4. See Hilburt-­Davis and Dyer (2003); Poza (2007).

  5. See PricewaterhouseCoopers (2007/2008).

  6. See Alderson (2009).

  7. See Alderson (2009).

  8. See Alderson (2009).

  9. See MassMutual Financial Group/Raymond Institute (2002).

10. See American Family Business Survey (2009).

11. KPMG (2009).

12. Kelly et al. (2000), p. 27.

13. Davis and Harveston (1998), p. 311.

14. See Alderson (2009).

15. See Alderson (2009).

16. See Alderson (2009).

17. See Alderson (2009).

18. Aronoff et al. (1997), p. 1.

19. Gersick et al. (1997), p. 171.

Chapter 6

  1. See Ward (1986).

  2. See Poza (2009).

  3. See MassMutual Financial Group/Raymond Institute (2002).

  4. See Laird Norton Tyee (2007).

  5. See Dascher and Jens (1999).

  6. See MassMutual Financial Group/Raymond Institute (2002).

  7. See Birley (1986).

  8. See MassMutual Financial Group/Raymond Institute (2002).

  9. Stavrou (1999).

10. Adapted from Grant Thornton International (n.d.).

11. See MassMutual Financial Group/Raymond Institute (2002).

12. Shearman & Sterling, LLC (2017).

13. See Leach and Bogood (1999).

14. See Pearl (2010).

Chapter 7

1. See Gersick et al. (1997).

2. Poza (2007), pp. 8–­10.

3. Bianchi and Alderson (2011).

4. MassMutual Financial Group/Raymond Institute (2002).

Chapter 8

1. See Miller and Le Breton-­Miller (2005a).

2. Fairlie and Robb (2007).

3. Stwart and Hitt (2012).

4. Family Business Confidence Survey (2013).

5. PWC (2015).

6. Edelman (2017).

7. Family business (2007).

Chapter 9

1. Vera and Dean (2005).

2. EY (2015).

3. Picchi (2017).

4. MassMutual Financial Group/Raymond Institute (2002).

5. MassMutual Financial Group/Raymond Institute (2002).

6. Family business (2007).

7. See Alderson (2009).

8. Arabic Knowledge@Wharton (2010).

9. MassMutual Financial Group/Raymond Institute (2002).