Copy of STEP

STEP Survey 2018-19

Theme:  “Impact of changing demographics on succession and governance”

With people living longer, the traditional methods of transition and governance in family businesses are no longer appropriate.  This research will look to explore and articulate how business families are dealing with these issues and what succession and governance models could look like in the modern era.


The STEP Project is proud to release a Benchmarking Report for 33 countries around the globe!

Check the Benchmarking Reports box below to see how your country compares to other regions of the world.


benchmarking (1)


surveys by country 175x


survey - participating countries 175x


survey - FAQ web 175x

STEP Research Cases 2019 

The STEP research cases are due December 15, 2019.  

PREMISE OF STUDY:   As with the 2019 STEP Survey, the overarching aim of the case studies is to explore impacts of changing demographics on succession and firm performance. This collection of qualitative data will explore how family businesses are dealing with this issue and what practice in succession and governance looks like in the modern era.  The STEP teams will research the following issues:  i. Differences in generational outlook; ii. Retirement planning; iii. Gender and societal change; and iv. Unexpected succession.

STEP members can download the 2019 STEP Case Guidelines in the STEP portal.  For more information, contact Val Duffy, STEP Assistant Director.


STEP by the Numbers

family business research cases
family businesses surveyed
journal articles based on STEP data
books published based on STEP data

Successful Transgenerational Entrepreneurship PracticesSTEP

Founded in 2005 by Babson College in collaboration with six academic affiliates in Europe, the STEP Project is a global applied research initiative that explores the entrepreneurial process within business families and generates solutions that have immediate application for family leaders. The visionary institutions that founded the project include ESADE (Spain), HEC (France), Jönköping International Business School (Sweden), Universita Bocconi (Italy), Universitat St. Gallen (Switzerland), Universitat Witten/Herdecke (Germany), and Babson College (USA).

Learn more ! Collaborate more! the STEP Project!

Learn why the STEP Project is important to longtime STEP member, Associate Professor Eric Clinton, Dublin City University, Ireland, as well as the many benefits of joining the project!
Professor James Davis, Utah State University, talks about the benefits of joining STEP Project for Family Enterprising.

See What's Happening /News and Events


STEP Members Begin Next Round of Data Collection: Qualitative Case Studies

August 21, 2019
In July, with the completion of the 2019 STEP global survey data collected from over 1800 business families, STEP Project researchers began their deep analysis […]


STEP Welcomes the Siegen Team

August 8, 2019
STEP Project is excited to welcome its newest member; University of Siegen, Germany. The Siegen team is led by distinguished Professor Dr. Petra M. Moog […]


STEP Hosts IFERA Reception; Awards Best Paper

July 9, 2019
STEP was a proud sponsor of the International Family Enterprise Research Academy (IFERA) Conference and co-hosted a Welcome Reception for all conference attendees. The conference […]



STEP Social at Annual Meeting of the Academy of Management

August 12 @ 6:30 pm – 9:30 pm

Want to learn more about the STEP (Successful Transgenerational Entrepreneurship Practices) Project for Family Enterprising? The STEP community will hold a social event for any interested…

Stay Connected

Sign up for our newsletter

STEP Project

Leading academics and business families from around the world have joined as partners of the STEP Project to explore Successful Transgenerational Entrepreneurship Practices and create a stream of powerful practices and cases that empower families to build their entrepreneurial legacies.


The STEP Project for Family Enterprising is the first global research study to focus on entrepreneurship in business families.

Photo of 2016 STEP global conference attendees