A Visão Baseada em Recursos, fundamentada na teoria econômica, é uma abordagem dentro da Administração Estratégica que caracteriza uma empresa como um composto de recursos e capacidades que a distingue das demais concorrentes. Os recursos e as capacidades, quando são desenvolvidos e controlados por uma organização, são fontes essenciais na conquista da vantagem competitiva com retornos superiores, que possibilitam investir no empreendimento e ampliar os negócios. Por isso, este trabalho tem como objetivo avaliar os recursos e as competências estratégicas de uma empresa familiar centenária que a mantiveram competitiva e permitiram a sua longevidade. A ambiência de estudo desta dissertação é o segmento varejista, tipicamente caracterizado pela venda de tecidos, confecções e calçados, instalado no centro da cidade de Caxias do Sul – RS. E o caso de estudo é a centenária Casa Magnabosco, fundada em 1915, a organização familiar, do ramo do varejo, mais antiga da cidade em funcionamento. Para levantamento das informações foi efetuada uma pesquisa, de natureza aplicada, com abordagem qualitativa, objetivo exploratório e descritivo, que utiliza como estratégia de pesquisa, o estudo de caso único. A coleta de dados se utilizou de entrevistas estruturadas, semiestruturadas e narrativas com gestores, funcionários e clientes, ademais da observação direta no ambiente investigado e da análise documental. Foram realizadas 37 entrevistas semiestruturadas, três entrevistas narrativas e foram respondidos 28 questionários estruturados. A partir dos resultados, foi preenchida a matriz de recursos e competências, a qual serviu também de ferramenta para a coleta de dados junto aos gestores. E, posteriormente, foram extraídas as informações referentes ao valor e à importância dos recursos e competências disponíveis, assim como sua sustentabilidade e, por fim, foi efetuada a análise com a utilização da Abordagem VRIO. Para a análise de dados, foi proposta a análise de conteúdo com o auxílio do software Nvivo® 11 Pro. Os resultados obtidos apontam que os recursos e as competências da Casa Magnabosco, considerados vantagens competitivas sustentáveis na Abordagem VRIO, tais como localização, reputação e imagem, relacionamentos e cultura organizacional, têm o potencial de criar valor econômico para a organização, pois a mantém no mercado há 102 anos. O destaque do estudo recai sobre a cultura organizacional, encontrada nas competências organizacionais, alicerçada nas formas de gerir do fundador e repassadas às demais gerações. Ficou evidente que a cultura da família, baseada em valores como: honestidade, confiança e a “familiaridade”, repassados às gerações, funcionários e clientes, são elementos de conexão entre seus membros, a razão do sucesso, do comprometimento e da longevidade desta organização. / Resource-based view, based on the economic theory, is an approach inside the Strategic Management that characterizes a company as a compound of resources and capabilities that sets it apart from other competitors. The resources and capabilities, when developed and controlled by an organization, are essential sources of competitive advantage with superior returns that make it possible to invest in the enterprise and expand the business. Therefore, this study aims to evaluate the resources and strategic competencies of a centennial family business that have kept it competitive allowing its longevity. The field of study of this master thesis is the retail sector, typically characterized by the sale of fabrics, clothing and footware, established in Caxias do Sul, RS, Brazil. And the case study is the centennial Casa Magnabosco, founded in 1915, a family business in the retail segment, the oldest in town, in operation. To gather the information, a research was carried out, of an applied nature, with a qualitative approach, exploratory and descriptive objective resorting to a single case study as a research strategy. Data collection was based on structured, semi-structured and narrative interviews with managers, employees and customers, as well as direct observation of the investigated environment and documental analysis. A total of 37 semi-structured interviews and three narrative interviews were conducted, and 28 structured questionnaires were answered. Based on results obtained, the resource and competencies matrix was filled out, which was also used as a tool for data collection from the managers. Subsequently, the information about the value and importance of the available resources and competencies, as well as their sustainability, were extracted, and, finally, the analysis using the VRIO approach was carried out. For data analysis, content analysis was used with the support of Nvivo® 11 Pro software. The obtained results indicate that the resources and competencies of Casa Magnabosco, considered as sustainable competitive advantages in the VRIO approach, such as location, reputation and image, relationships and organizational culture, have the potential to create economic value for the organization, once it is in the market for 102 years. The study highlights the organizational culture, found in organizational competencies, based on the founder’s management style and passed on to the subsequent generations. It was evident that family culture, based on values such as honesty, trust and “familiarity” passed on to generations, employees and customers, are connection elements, the reason for success, commitment and the longevity of the company.

published_or_final_version / Sociology / Doctoral / Doctor of Philosophy

Submitted by Elba Lopes (elba.lopes@fecap.br) on 2017-08-17T14:43:53Z No. of bitstreams: 2 Amauri Gon??alves de Oliveira.pdf: 597730 bytes, checksum: 1ae60c4065723a9326b4eef6d4d90c53 (MD5) license_rdf: 0 bytes, checksum: d41d8cd98f00b204e9800998ecf8427e (MD5) / Made available in DSpace on 2017-08-17T14:43:53Z (GMT). No. of bitstreams: 2 Amauri Gon??alves de Oliveira.pdf: 597730 bytes, checksum: 1ae60c4065723a9326b4eef6d4d90c53 (MD5) license_rdf: 0 bytes, checksum: d41d8cd98f00b204e9800998ecf8427e (MD5) Previous issue date: 2014-09-23 / In the family business rules and customs are dictated by family members, not being influenced by external agents. To this end, the present study was to analyze the experience lived by the Comptroller in a family business of Mato Grosso State. However, the study sought to know if the controller implemented in a family business of Mato Grosso influences or is influenced. To this was worn a semi-structured interview with the former controller and the Chief Financial Officer in a company that operates in the Brazilian agribusiness and of great importance in Brazil to produce about 6 % of soybean country. The case study was the strategy adopted for the realization of this study in which a content analysis was performed. The main results show that the Comptroller is of great significance for better management, but that the influence exerted by it is limited to aspects of imposing standards and controls, qualify the management process, contribute to the professionalization of management and assist in internationalization, but that has little influence with respect to personal commitment of managing partners, it is noteworthy that this is a single case study. Thus it is understood that the Comptroller both influences as is influenced in the family environment, because the empirical practices exercised by the managers of the studied company. / No neg??cio familiar as regras e costumes s??o ditados pelos membros da fam??lia, sendo pouco influenciadas por agentes externos. Neste intuito, o presente estudo buscou conhecer a experi??ncia vivida pela Controladoria em uma empresa familiar do Estado do Mato Grosso. A pesquisa procurou conhecer se a controladoria implementada em uma empresa familiar de Mato Grosso influencia ou ?? influenciada. Para isto foi usado uma entrevista semiestruturada com o antigo controller e com o Diretor financeiro numa empresa que atua no agroneg??cio brasileiro e de grande relev??ncia no Brasil por produzir cerca de 6% da soja do pa??s. O estudo de caso foi a estrat??gia adotada para a efetiva????o deste estudo em que foi realizada uma an??lise de conte??do. Os principais resultados apontam que a Controladoria tem import??ncia relevante para uma melhor gest??o, mas que a influ??ncia exercida por ela se limita aos aspectos de impor padr??es e controles, qualificar o processo de gest??o, contribuir para a profissionaliza????o da gest??o e auxiliar na internacionaliza????o, mas que exerce pouca influ??ncia com rela????o ao comprometimento pessoal dos s??cios gestores. Assim entende-se que a Controladoria tanto exerce influ??ncia como ?? influenciada no ambiente familiar, devido as pr??ticas emp??ricas que s??o exercidas pelos gestores da empresa estudada.

Thesis (MTech (Business Administration (Entrepreneurship))--Cape Peninsula University of Technology, 2017. / Family-owned businesses have long played a significant role in the economies of the developed countries and are rapidly becoming an equally dominant force in those of developing countries. Family businesses are also recognised as a potential driver of economic growth and the creation of wealth throughout the world. The significant contribution which family businesses have been making to the South African economy over the last 300 years is made evident by the fact that approximately 80% of businesses in South Africa could be classified as family businesses and the equally compelling fact that they comprised of the order of 60% of the companies which were listed on the (JSE) Johannesburg Stock Exchange during its infancy. The main objective of the study was to determine the drivers of planning for succession in family-owned businesses in the township of Gugulethu in Cape Town in South Africa. The study also undertook to investigate the challenges which family-owned businesses encounter as they endeavour to transfer ownership and control from one generation to the next. The fact that although family-owned businesses contribute significantly to the economy, very often they do not survive a generational transition provides ample justification for undertaking to determine the factors which contribute to successful successions. This research study took the form of a real-time, longitudinal study in which the researcher could experience how the succession process unfolds in the family-owned businesses of the respondents and participants who made up the research sample. The study made use of a mixed methods approach to collect and analyse the data. In the quantitative study, questionnaires were administered to 120 owners and managers of family-owned businesses, while the qualitative data were obtained from in-depth interviews with owners and managers. The quantitative data were analysed using the Statistical Package for the Social Sciences (SPSS) software, while the data which were obtained from the face-to-face interviews were analysed by means of thematic analysis.

Given the predicted increase in the number of family businesses owned and/or managed by siblings (Sibling Partnerships), as well as the lack of understanding and research attention given to such sibling teams, the purpose of this study was to contribute to the more effective functioning of such family businesses in South Africa by identifying the factors that impact on their success. With this purpose in mind, the primary objective was to identify, investigate and empirically test the possible influences of, and relationships between, various factors and the Perceived success of Sibling Partnerships. This study sets out to integrate prior findings and theories on team effectiveness and family relationships, to find support for these theories in the family business literature, and to incorporate these findings into a comprehensive model. The literature study revealed 5 main categories (context, composition, structure, processes, and people) of constructs influencing the Perceived success of sibling teams. Within these 5 main constructs, 13 underlying independent variables were identified and hypothesised to influence measures of effectiveness of sibling teams, namely the dependent variable Perceived success, and the 2 intermediate variables Financial performance and Family harmony. Of the 13 underlying independent variables, 6 were categorised as task-based and 7 as relational-based factors. In addition, hypotheses were formulated for possible relationships between the various task-based constructs (context, composition and structure) and the processes and people constructs. Each construct was clearly defined and then operationalised. Operationalisation was done by using reliable and valid items sourced from tested measuring instruments used in previous studies, as well as several self-generated items based on secondary sources. A structured questionnaire was made available to respondents identified by means of the convenience snowball sampling technique, and the data collected from 371 usable questionnaires was subjected to various statistical analyses. An exploratory factor analysis was conducted, and Cronbach-alpha coefficients were calculated to confirm the validity and reliability of the measuring instrument. The 6 task-based latent variables were confirmed by the exploratory factor analysis. However, all the other latent variables, as originally intended in the theoretical model, could not be confirmed. Instead, 3 dependent variables were identified, namely Financial performance, Growth performance and Satisfaction with work and family relationships, and 6 relational-based constructs, with some changes, did emerge. Structural Equation Modelling (SEM) was the main statistical procedure used to test the significance of the relationships hypothesised between the various independent and dependent variables. Because of sample size restrictions the conceptual model could not be subjected to SEM as a whole; consequently 10 submodels were identified and subjected to further analysis. The following independent variables were identified as influencing the dependent variables in this study: • Internal context • Complementary skills • Leadership • Shared dream • Fairness • Sibling relationship • Non-family members • No other family members (spouses and non-active siblings) In addition, the factors Complementary skills, Leadership, Past parent involvement, No present parent involvement, and No other family members, were identified as significantly influencing the relationship between the siblings involved in the Sibling Partnership. Furthermore, an Analysis of Variance (ANOVA), Multiple Linear Regression analysis and t-tests were undertaken to determine the influence of demographic variables on the dependent variables. How ownership is shared in a family business involving siblings, the shareholding between the siblings themselves, and the nature of leadership between the siblings, has been found to influence the iv dependent variables in the present study. In addition, a Sibling Partnership is likely to perform most effectively when it is composed of a relatively young sibling team that has a small age gap between the members, and business performance will improve as the siblings gain work experience together, and as the number of employees increase. This study has added to the empirical body of family business research by investigating a particularly limited segment of the literature, namely Sibling Partnerships in family businesses. By identifying and developing various models that outline the most significant factors that influence the success of such family business partnerships, this study offers recommendations and suggestions for managing family businesses involving siblings, in such a way as to enrich their family relationships and to improve the financial performance of their businesses.

Although private family organisations are prevalent role players in both the South African and international economies, limited research has been performed with regard to them. In terms of regulatory requirements, South African private organisations are neither legally required to comply with corporate governance principles, nor are they required to make their financial data available to the general public. Lack of available data, and limited available research, have resulted in an absence of clarity with regard to whether governance structures in private family organisations add any value to these organisations. This study therefore explores, through the use of a multiple-case study, how the individual private family organisations have structured their governance mechanisms, and the reasons as to why they chose to implement these structures. Both case studies revealed that governance structures, in general, add value. The implemented governance structures may even have contributed to the increase in financial performance over time. / Management Accounting / M. Phil. (Accounting Sciences)