Apám nehéz álmot ígér?
A társas-érzelmi vagyon prioritásainak változása a generációváltó családi vállalkozásokban
DOI:
https://doi.org/10.14267/VEZTUD.2022.08-09.09Kulcsszavak:
társas-érzelmi vagyon, TÉV, változó prioritások, generációváltás, családi vállalkozásAbsztrakt
A társas-érzelmi vagyon (röviden: TÉV) kitüntetett szerepet élvez a családi vállalkozási elméletek között, köszönhetően a családi vállalkozásokat a nem családiaktól megkülönböztető szerepének. A társas-érzelmi vagyon koncepciója 2007 óta széles körben használt a családi vállalkozások sajátosságainak magyarázatára, miközben a nemzetközi tudományos közösségben az elméletet kritizáló hangok is erősödtek. A tanulmány célja egy friss, magyar nyelvű szakirodalmi áttekintést adni a társas-érzelmi vagyonról, fókuszáltan a TÉV prioritásainak változásáról a többgenerációs családi vállalkozásokban, mely méltatlanul elhanyagolt kutatási terület, figyelembe véve a családi vállalkozások dinasztikus aspirációt és a családi kontroll megőrzésére gyakorolt következményeket. A szerzők az eredményeik ismertetését követően propozíciókat és jövőbeni kutatási irányokat fogalmaznak meg.
Letöltések
Hivatkozások
Ahrens, J.P. (2019). The Succession Question and the Family Firm – A Theoretical, Conceptual, and Historical Reflection. In The Entrepreneurship SIG at the European Academy of Management: New Horizons with Strong Traditions, vol.2 (pp. 109-139). Charlotte, NC: Indormation Age Publishing.
Astrachan, J. H. & Jaskiewicz, P. (2008). Emotional returns and emotional costs in privately held family businesses: Advancing traditional business valuation. Family Business Review, 21(2), 139-149. https://doi.org/10.1111/j.1741-6248.2008.00115.x
Berrone, P., Cruz, C., & Gómez-Mejía, L.R. (2012). Socioemotional wealth in family firms: Theoretical dimensions, assessment approaches, and agenda for future research. Family Business Review, 25(3), 258–279. https://doi.org/10.1177/0894486511435355
Berrone, P., Cruz, C., Gómez-Mejía, L. R., & Larraza, M. (2010). Socioemotional wealth and organizational response to institutional pressures: do family controlled firms pollute less? Administrative Science Quarterly, 55(1), 82–113. https://doi.org/10.2189/asqu.2010.55.1.82
Blau, P. M. (1964). Exchange and power in social life. New York: John Wiley.
Bövers J. & Hoon C. (2020). Unpacking socio-emotional wealth: Exploring the origins of affective endowment in founder firms. International Journal of Entrepreneurship and Small Business, 40(1), 32-53. https://doi.org/10.1504/IJESB.2020.106945
Brannon D.L., & Edmond V.P. (2016). A socioemotional wealth perspective in small family firms. Academy of Entrepreneurship Journal, 22(1), 51-64. https://www.proquest.com/docview/1804900197?pq-origsite=gscholar&fromopenview=true
Brigham, K. H., & Payne, T. (2019). Socioemotional Wealth (SEW): Questions on Construct Validity. Family Business Review, 32(4), 326-329. https://doi.org/10.1177/0894486519889402
Calabrò, A., Minichilli A., Amore M.D., & Brogi M. (2018). The courage to choose! Primogeniture and leadership succession in family firms. Strategic Management Journal, 39(7), 2014-2035. https://doi.org/10.1002/smj.2760
Campbell, K., & Jerzemowska, M. (2017). Contested takeovers of family firms and socioemotional wealth: a case study. Baltic Journal of Management, 12(4), 447- 463. https://doi.org/10.1108/BJM-12-2016-0277
Cennamo C., Berrone P., Cruz C. & Gómez-Mejía L.R. (2012). Socioemotional Wealth and Proactive Stakeholder Engagement: Why Family-Controlled Firms Care More About Their Stakeholders. Entrepreneurship: Theory and Practice, 36(6), 1153- 1173. https://doi.org/10.1111/j.1540-6520.2012.00543.x
Chandler, N., Mosolygó-Kiss, Á., & Heidrich, B. (2019). Transferring Responsible Leadership: the Manifestation of Responsible Leadership Characteristics During Family Business Succession. Academy of Management Global Proceedings, Vol. Slovenia, No. 2019. https://journals.aom.org/doi/abs/10.5465/amgblproc.slovenia.2019.0144.abs
Chrisman, J. J., Chua, J.H., Pearson, A.W. & Barnett, T. (2012). Family involvement, family influence, and family- centered non-economic goals in small firms. Entrepreneurship Theory and Practice, 36(2), 267–293. https://doi.org/10.1111/j.1540-6520.2010.00407.x
Chrisman, J.J. & Patel, P.C. (2012). Variation in R&D investment of family and nonfamily firms: behavioral agency and myopic loss aversion perspectives. Academy of Management Journal, 55(4), 976-997. http://dx.doi.org/10.5465/amj.2011.0211
Chua, J. H., Chrisman, J. J., & De Massis, A. (2015). A closer look at socioemotional wealth: Its flows, stocks, and prospects for moving forward. Entrepreneurship Theory and Practice, 39(2), 173–182. https://doi.org/10.1111/etap.12155
Chua, J.H., Chrisman, J. J., & Sharma, P. (1999). Defining the family firm by behavior. Entrepreneurship Theory and Practice, 23(4), 19–39. https://doi.org/10.1177/104225879902300402
Cruz C., & Arredondo H. (2016). Going back to the roots of socioemotional wealth. Management Research, 14(3), 234-243. https://doi.org/10.1108/MRJIAM-07-2016-0678
Cruz C., Firfiray S., & Gómez-Mejia L.R. (2011). Socioemotional wealth and human resource management (hrm) in family-controlled firms. Research in Personnel and Human Resources Management, 30, 159-217. https://doi.org/10.1108/S0742-7301(2011)0000030006
Cyert, R. M. & March., J. G. (1963/1992). A Behavioral Theory of the Firm (2nd ed). Englewood Cliffs, NJ: Prentice Hall.
Debicki, B. J., Kellermanns, F. W., Chrisman, J. J., Pearson, A. W., & Spencer, B. A. (2016). Development of a socioemotional wealth importance (SEWi) scale for family firm research. Journal of Family Business Strategy, 7(1), 47–57. https://doi.org/10.1016/j.jfbs.2016.01.002
DeTienne, D.R., & Chirico, F. (2013). Exit Strategies in Family Firms: How Socioemotional Wealth Drives the Threshold of Performance. Entrepreneurship Theory and Practice, 37(6), 1297-1318. https://doi.org/10.1111/etap.12067
Farkas, G. (2018). Effects of agency theory and behavioral agency model. TAYLOR: Gazdálkodás- és Szervezéstudományi Folyóirat, 10(32), 16-25. https://ojs.bibl.u-szeged.hu/index.php/taylor/article/view/13158
Ferrari, F. (2020). Exploring the side effects of socioemotional wealth. A multilevel analysis approach to the dysfunctional dynamics in family business succession. International Journal of Entrepreneurship and Small Business, 40(1), 128–146. https://doi.org/10.1504/IJESB.2020.10028726
Firfiray, S., Cruz, C., Neacsu, I., & Gómez-Mejía, L.R. (2018). Is nepotism so bad for family firms? A socioemotional wealth approach. Human Resource Management Review, 28(1), 83–97. https://doi.org/10.1016/j.hrmr.2017.05.008
Gómez-Mejía, L.R., Cruz, C., Berrone, P., & De Castro, J. (2011). The bind that ties: Socioemotional wealth pres ervation in family firms. The Academy of Management Annals, 5(1), 653–707. https://doi.org/10.1080/19416520.2011.593320
Gómez-Mejía, L. R., Makri, M., & Larraza-Kintana, M. (2010). Diversification decisions in family-controlled firms. Journal of Management Studies, 47(2), 223–252. https://doi.org/10.1111/j.1467-6486.2009.00889.x
Gómez-Mejía, L.R., Takacs-Haynes, K., Nunez-Nicker, M., Jacobson, K.J.L., & Moyano-Fuentes, J. (2007). Socioemotional wealth and business risks in family- controlled firms: Evidence from Spanish olive mills. Administrative Science Quarterly, 52(1), 106– 137. https://doi.org/10.2189/asqu.52.1.106
Gómez-Mejía, L. R., Nunez-Nickel, M., & Gutierrez, I. (2001). The role of family ties in agency contracts. Academy of Management Journal, 44(1), 81–95. https://doi.org/10.2307/3069338
Gu, Q., Lu, J. W., & Chung, C.-N. (2019). Incentive or Disincentive? A Socioemotional Wealth Explanation of New Industry Entry in Family Business Groups. Journal of Management, 45(2), 645–672. https://doi.org/10.1177/0149206316678450
Habbershon, T.G. & Williams, M.L. (1999). A Resource- Based Framework for Assessing the Strategic Advantages of Family Firms. Family Business Review, 12(1), 1-25. https://doi.org/10.1111/j.1741-6248.1999.00001.x
Handler, W.C. (1994). Succession in Family Business: A Review of the Research. Family Business Review, 7(2), 133-157. https://doi.org/10.1111/j.1741-6248.1994.00133.x
Hasenzagl R., Hatak I., & Frank H. (2018). Problematizing socioemotional wealth in family firms: a systems-theoretical reframing. Entrepreneurship and Regional Development, 30(1-2), 199-223. https://doi.org/10.1080/08985626.2017.1401123
Hauck, J., Suess-Reyes, J.,,Beck, S., Prügl, R., & Frank. H. (2016). Measuring socioemotional wealth in family- owned and –managed firms: A validation and short form of the FIBER Scale. Journal of Family Business Strategy, 7(3), 133–148. https://doi.org/10.1016/j.jfbs.2016.08.001
Heidrich, B., Csákné Filep, J., & Mosolygó-Kiss, Á. (2018). Do first swallows make a summer? On the readiness and maturity of successors of family businesses in Hungary. Budapest LAB Working paper series. https://budapestlab.hu/wp-content/uploads/2019/02/WP-6-2018-1_zart.pdf
Heidrich, B., Mosolygó-Kiss, Á., & Chandler, N. (2019). Ready or not here I come! A study of the knowledge element of human capital in family business to gauge successors’ readiness for intra-family takeover [Conference paper]. 4th International Family Business Research Forum, Monaco. https://www.researchgate.net/publication/332556057_Ready_or_not_here_I_come_A_study_of_human_capital_in_family_business_to_guage_successors’_readiness_for_intra-family_takeover
Hoffmann C., Jaskiewicz P., Wulf T. & Combs J.G. (2019). The Effect of Transgenerational Control Intention on Family-Firm Performance: It Depends Who Pursues It. Entrepreneurship: Theory and Practice, 43(3), 629- 646. https://doi.org/10.1177/1042258717730025
Jaskiewicz, P. & Combs, J. G. & Rau, S. B. (2015). Entrepreneurial legacy: Toward a theory of how some family firms nurture transgenerational entrepreneurship. Journal of Business Venturing, 30(1), 29-49. https://doi.org/10.1016/j.jbusvent.2014.07.001
Jiang, D.S., Kellermanns, F.W., Munyon, T.P. & Morris, M.L. (2017). More Than Meets the Eye: A Review and Future Directions for the Social Psychology of Socioemotional Wealth. Family Business Review, 31(1), 125- 157, https://doi.org/10.1177/0894486517736959
Jones, C. D., Makri, M., & Gómez-Mejía, L. (2008). Affiliate directors and perceived risk bearing in publicly traded, family-controlled firms: The case of diversification. Entrepreneurship: Theory and Practice, 32(6), 1007-1026. https://doi.org/10.1111/j.1540-6520.2008.00269.x
Kahneman, D., & Tversky, A. (1979). Prospect theory: An analysis of decision under risk. Econometrica, 47(2), 263-291. https://doi.org/10.2307/1914185
Kellermanns, F.W., Eddleston, K.A., & Zellweger, T.M. (2012). Extending the socioemotional wealth perspective: A look at the dark side. Entrepreneurship Theory and Practice, 36(6), 1175–1182. https://doi.org/10.1111/j.1540-6520.2012.00544.x
Kushins E.R., & Behounek E. (2020). Using sociological theory to problematize family business research. Journal of Family Business Strategy, 11(1),100337. https://doi.org/10.1016/j.jfbs.2020.100337
Kurland N.B. & McCaffrey S.J. (2020). Community Socioemotional Wealth: Preservation, Succession, and Farming in Lancaster County, Pennsylvania. Family Business Review, 33(3), 244-264. https://doi.org/10.1177/0894486520910876
Le Breton-Miller, I., & Miller, D. (2015). The arts and family business: Linking family business resources and performance to industry characteristics. Entrepreneurship Theory and Practice, 39(6), 1349–1370. https://doi.org/10.1111/etap.12177
Li, W., Au, K.Y., He, A. & Song, L. (2015). Why do family- controlled firms donate to charity? The role of intrafamily succession intention, social status, and religiosity. Management and Organization Review, 11(4), 621-644. https://doi.org/10.1017/mor.2015.10
Makó, Cs., Csizmadia, P. & Heidrich B. (2016). Succession in the Family Business: Need to Transfer the ‘Socio-Emotional Wealth’ (SEW). Vezetéstudomány, 47(11), 16-28. https://doi.org/10.14267/VEZTUD.2016.11.03
Mann, T. (2016). A Buddenbrook ház. Egy család alkonya. Budapest: GABO Kiadó. March, J. G., & Shapira, Z. (1992). Variable risk preferences and the focus of attention. Psychological Review, 99(1), 172–183. https://doi.org/10.1037/0033-295X.99.1.172
Mehrotra, V., Morck, R.K., Shim, J., & Wiwattanakang, Y. (2011). Must love kill the family firm. Entrepreneurship Theory and Practice, 35(6), 1121–1148. https://doi.org/10.1111/j.1540-6520.2011.00494.x
Miller, D., & Le Breton-Miller, I. (2014). Deconstructing Socio-emotional Wealth. Entrepreneurship: Theory and Practice, 38(4), 713-720. https://doi.org/10.1111/etap.12111
Miller, D., Le Breton-Miller, I. and Lester, R. H. (2010). ‘Family ownership and acquisition behavior in publicly- traded companies’. Strategic Management Journal, 31, 201–23
Miller, D., Le Breton-Miller, I. & Lester, R. H. (2010). Family ownership and acquisition behavior in publicly- traded companies. Strategic Management Journal, 31(2), 201–223. https://doi.org/10.1002/smj.802
Miller, D. & Le Breton-Miller, I. (2005). Managing for the long run: Lessons in competitive advantage from great family businesses. B oston, MA: Harvard Business School Press.
Minichilli, A. & Nordqvist, M. & Corbetta, G. & Amore, M. D. (2014). CEO Succession Mechanisms, Organizational Context, and Performance: A Socio-Emotional Wealth Perspective on Family-Controlled Firms. Journal of Management Studies, 51(7), 1153-1179. https://doi.org/10.1111/joms.12095
Morgan, T., & Gómez-Mejía, L. R. (2014). Hooked on a feeling: The affective component of socioemotional wealth in family firms. Journal of Family Business Strategy, 5(3), 280–294. https://doi.org/10.1016/j.jfbs.2014.07.001
Naldi, L., Cennamo, C., Corbetta, G., & Gómez-Mejía, L. (2013). Preserving socioemotional wealth in family firms: asset or liability? The moderating role of business context. Entrepreneurship Theory and Practice, 37(6), 1341-1360. https://doi.org/10.1111/etap.12069
Németh, K. (2017). Családi vállalkozások teljesítményének endogén tényezői ( Doktori értekezés). Széchenyi István Egyetem, Győr. https://doi.org/10.15477/SZE.RGDI.2018.006
Nordqvist M. (2016). Socio-symbolic ownership: extending the socio-emotional wealth perspective. Management Research, 14(3), 244- 257. https://doi.org/10.1108/MRJIAM-06-2016-0676
Peng M.W., Sun W., Vlas C., Minichilli A., & Corbetta G. (2018). An institution-based view of large family firms: A recap and overview. Entrepreneurship: Theory and Practice, 42(2), 157-205. https://doi.org/10.1177/1042258717749234
Razzak M.R., Mustamil N. & Bakar R.A. (2020): Research gaps in family owned businesses: A conceptual link between socio-emotional wealth, family commitment and firm performance. International Journal of Business Excellence, 20(2), 205-222. https://doi.org/10.1504/IJBEX.2020.105345
Ref, O. & Shapira, Z. (2017). Entering new markets: The effect of performance feedback near aspiration and well below and above it. Strategic Management Journal, 38(7), 1416-1434. https://doi.org/10.1002/smj.2561
Ruf P.J., Moog P.M. & Rius I.B. (2020). Values as antecedents of socio-emotional wealth behaviour in family firms. International Journal of Entrepreneurship and Small Business, 40(1), 83-113. https://doi.org/10.1504/IJESB.2020.106944
Salvato, C. & Melin, L. (2008). Creating Value Across Generations in Family-Controlled Businesses: The Role of Family Social Capital. Family Business Review, 21(3), 259-276. https://doi.org/10.1111/j.1741-6248.2008.00127.x
Schumpeter, J. A. (1934). The theory of economic development. Cambridge, MA: Harvard University Press. Schulze W. (2016). Socio-emotional wealth and family: revisiting the connection. Management Research, 14(3), 288-297. https://doi.org/10.1108/MRJIAM-09-2016-0694
Swab R.G., Sherlock C., Markin E. & Dibrell C. (2020). SEW: What Do We Know and Where Do We Go? A Review of Socioemotional Wealth and a Way Forward. Family Business Review, 33(4), 424-445. https://doi.org/10.1177/0894486520961938
Sharma, P., Sharma, S. (2011). Drivers of proactive environmental strategy in family firms. Business Ethics Quarterly, 21(2), 309-334. https://doi.org/10.5840/beq201121218
Sharma, P. (2004). An Overview of the Field of Family Business Studies: Current Status and Directions for the Future. Family Business Review, 17(1), 1-36. https://doi.org/10.1111/j.1741-6248.2004.00001.x
Sharma, P., Chrisman, J. J., & Chua, J. H. (1997). Strategic management of the family business: Past research and future challenges. Family Business Review, 10(1), 1-35. https://doi.org/10.1111/j.1741-6248.1997.00001.x
Shen N. (2018). Family business, transgenerational succession and diversification strategy: Implication from a dynamic socioemotional wealth model. Cross Cultural and Strategic Management, 25(4), 628-641. https://doi.org/10.1108/CCSM-06-2017-0074
Sirmon, D.G. & Hitt, M.A. (2003). Managing Resources: Linking Unique Resources, Management, and Wealth Creation in Family Firms. Entrepreneurship Theory and Practice, 27(4), 339-358. https://doi.org/10.1111/1540-8520.t01-1-00013
Strike V.M., Berrone P., Sapp S.G., & Congiu L. (2015). A socioemotional wealth approach to CEO career horizons in family firms. Journal of Management Studies, 52(4), 555- 583. https://doi.org/10.1111/joms.12123
Stulz, R. (1988). On takeover resistance, managerial discretion, and shareholder wealth. Journal of Financial Economics, 20, 25–54. https://doi.org/10.1016/0304-405X(88)90039-6
Snyder, H. (2019). Literature review as a research methodology: An overview and guidelines. Journal of Business Research, 104, 333-339. https://doi.org/10.1016/j.jbusres.2019.07.039
Vandekerkhof, P., Steijvers, T., Hendriks, W., & Voordeckers, W. (2015). The Effect of Organizational Characteristics on the Appointment of Nonfamily Managers in Private Family Firms: The Moderating Role of Socioemotional Wealth. Family Business Review, 28(2), 104-122. https://doi.org/10.1177/0894486513514274
Vardaman J.M. & Gondo M.B. (2014). Socioemotional Wealth Conflict in Family Firms. Entrepreneurship: Theory and Practice, 38(6), 1317-1322. https://doi.org/10.1111/etap.12126
Wieszt, A. (2020). Fontos, hogy mi családi cég vagyunk? – családi vállalkozási identitás és teljesítmény. Vezetéstudomány, 51(2), 60-73. https://doi.org/10.14267/VEZTUD.2020.02.05
Wiseman, R. M., & Gómez-Mejía, L. R. (1998). A behavioral agency model of managerial risk taking. Academy of Management Review, 23(1), 133–153. https://doi.org/10.2307/259103
Yu, X., Stanley, L., Li, Y., Eddleston, K.A., & Kellermanns, F. W. (2020). The Invisible Hand of Evolutionary Psychology: The Importance of Kinship in First-Generation Family Firms. Entrepreneurship: Theory and Practice, 44(1), 134–157. https://doi.org/10.1177/1042258719838256
Zellweger, T. (2017). Managing the Family Business: Theory and Practice. New York: Edward Elgar.
Zellweger, T., & Dehlen, T. (2012). Value Is in the Eye of the Owner: Affect Infusion and Socioemotional Wealth Among Family Firm Owners. Family Business Review, 25(3), 280–297. https://doi.org/10.1177/0894486511416648
Zellweger, T., Kellermanns, F., Chrisman, J., & Chua, J. (2012). Family control and family firm valuation by family CEOs: The importance of intentions for transgenerational control. Organization Science, 23(3), 851- 868. https://doi.org/10.1287/orsc.1110.0665
Zientara, P. (2017). Socioemotional Wealth and Corporate Social Responsibility: A Critical Analysis. Journal of Business Ethics, 144(1), 185-199. https://doi.org/10.1007/s10551-015-2848-1
Downloads
Megjelent
Hogyan kell idézni
Folyóirat szám
Rovat
License
Copyright (c) 2022 Vezetéstudomány / Budapest Management Review
This work is licensed under a Creative Commons Attribution 4.0 International License.
Authors assign copyright to Vezetéstudomány / Budapest Management Review. Authors are responsible for permission to reproduce copyright material from other sources.
