Exploring intergenerational knowledge transfer in family businesses: insights from a longitudinal study

Purpose The purpose of this study is to examine the intricate process of intergenerational knowledge transfer within family businesses, aiming to broaden scholarly discourse on this topic. Beyond mere identification, the study scrutinizes the application of transfer methods across various succession phases, addressing a critical need for insight into how family businesses effectively transmit knowledge from one generation to the next. Design/methodology/approach The methodology adopts a longitudinal approach, encompassing 33 Moroccan family businesses over the period from January 2019 to March 2024. Through semi-structured interviews, direct observations and documentary analysis of internal documents, we glean comprehensive data on knowledge transfer practices. This multifaceted methodological approach ensures a nuanced understanding of both formal and informal aspects of the intergenerational knowledge transfer process. Findings The findings identify eight distinct approaches used by founders and successors, culminating in a new knowledge transfer model. This model spans the entire succession lifecycle, from preparation to succession, offering both theoretical and practical contributions. It addresses significant gaps in the literature and provides a valuable framework for succession planning, thus enhancing the sustainability and longevity of family businesses. Originality/value This study makes a significant contribution to the literature on family businesses and knowledge sharing by introducing a fresh framework for understanding intergenerational knowledge transfer. This model not only addresses theoretical gaps but also provides practical guidance for succession planning, bridging academia and real-world challenges faced by family businesses. Its dual role as both theoretical proposition and practical tool highlights its potential to strengthen the sustainability and longevity of family enterprises across generations.