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Faculty & Research


Roger Levy and Ilapak: A Family Business Simulation - Participant’s Guide

Case Study
The A and B case material (included in both the Participants’ Guide and the Facilitator’s Guide) sets the stage for the family succession simulation. In a frank and intimate narrative style, members of the Levy family and their non-family CEO discuss the future of their business. Roger Levy, founding entrepreneur and chairman of Ilapak, a packaging machine manufacturer, has reached retirement age, but is not sure if his son Guy or daughter Sabrina are prepared to take his place. Luciano, the CEO, shares his insights as non-family executive. Guy and Sabrina talk about their own hopes and concerns. In the simulation, students take the role of one of these key people, considering and discussing different perspectives on leadership, succession and lifecycle transition issues that are common to, but seldom addressed by, all family firms.

Emeritus Senior Affiliate Professor of Entrepreneurship and Family Enterprise