Family Business Case Abstract:

O2 Infusion for Luminaries Inc.

Abstract

O2 Infusion for Luminaries Corporation is a first generation family business and is the
exclusive distributor of Intraceuticals Professional Skin Care Treatments and Products in the
Philippines. The beauty and aesthetic business is one of the growing businesses and O2
infusion sees a great potential especially with the growing clientele in show business.
However, the company needs to focus more on its strategic planning specifically on the
marketing. O2 Infusion had to professionalize their approach by using the multi-media using
advertising in radio, print and television among others. The owner plans to hire media and
marketing experts to handle this need. To beef up operations, the owner is also bringing in
immediate family members to work in with the growing clientele. Currently, one graduating
teenage daughter taking entrepreneurship is being trained within the business to be one of the
future managers.

Professionalizing the Business

Management Area: Strategic Marketing; Management Training; Family Business Counsel

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Case Researcher: C.Mata; Copy and Documentation Editors: C.Mata; K.Loteria; Abstract Writer: M. Gatchalian 11/11/2010
 Family Business Case Abstract:
Delightco Corp.

Abstract

Delightco Corporation is a first generation family business, a distributor dry goods and
grocery products of large foreign and local manufacturers. He partly owns several real estate
development companies as well. The father started the business after a good grounding for
over 2 decades of knowledge and experience in the field of distributorship and wholesaling
business together with his first wife which together they both built. The business had
reached its peak and is still expanding. Together with its growth are the challenges and
problems that go with singly managing the day-to-day operations putting a heavy burden to 1
person, the owner. One of the pressing concerns as lamented by the owner is the lack of
policies on employee misdeeds resulting to conflict with clients and suppliers, which takes
much of his time to resolve. The thought of help from his own family, two of his older
children in his first marriage, now graduating in college, are one option that he considered.
However, preparation for succession and transition planning is presently at bay when the
widowed father married a much younger wife who is now part of his business management
team.

Professionalizing the Business

Management Area: Family and legal counsel; Human Resource Training and Development;
Systems Operations, Staff Manual/Code of conduct

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Case Researcher: E. Del Rosario; Copy and Documentation Editors: C.Mata; K.Loteria; G.Janson Abstract Writer: M. Gatchalian 11/11/2010
 Family Business Case Abstract:

ERD Vegetable Dealership

Abstract

ERD Vegetable Dealership is a first generation family business and a retailer of vegetables
that started as a small stall in Sta. Elena, Marikina market in the year 1989. In 2000, the
business became a vegetable dealership while retaining its original business name and
expanding its product lines to baking products, noodles/pastas, spices/seasonings, quail eggs,
condiments, plastics, and oil. The mother alone started the business coupled with the values
of hard work, confidence, openness to suggestions and criticism finding business
opportunities as it comes and seizing them to push and expand. She soon gained a good
reputation and continuously attracted customers and clients. The children while growing
were exposed to the day-to-day operations and were given chores to help, roles and
responsibilities to perform and be accountable for. The main concern at the moment is the
preservation and expansion of the business. Of the five children, the eldest daughter, who is
said to be the mothers’ right hand is the most able to succeed in the business.

Professionalizing the Business

Management Area: Leasing and Property Management and Legal Concerns; Inheritance, Wealth
Management and Preservation; Management Training and Development

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Case Researcher: L. Dimabuyo; Copy and Documentation Editors: C.Mata; K.Loteria; Abstract Writer: M. Gatchalian 11/11/2010
 Family Business Case Abstract:
CSB Leasing & Property Management

Abstract

CSB Leasing and Property Management Corporation is a second-generation family business

founded in 1930. The company started leasing and renting property and later on acquired
vast land of family properties. Business and wealth has been passed on from the first
generation to second generation. The grandchildren are expected to take over and run the
business as soon as possible since the family matriarch is already nonagenarian and her
children are in their senior years as well. A Family Constitution and Family Business
Council are being drafted by one of her granddaughters at the moment. However, her parents
insist that a “last will and testament” be crafted while their grand matriarch is still relatively
healthy and lucid. However, a more urgent concern is the need for legal counsel to work on
the legal management of land squatters, collection from non-payments of leased properties,
crafting and management of legal contracts, resolving inheritance issues, inventory of
properties and wealth, wealth preservation and in professionalizing the property management
operations.

Professionalizing the Business

Management Area: Leasing and Property Management and Legal Concerns; Inheritance, Wealth
Management and Preservation; Management Training and Development

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Case Researcher: C. Blanco; Copy and Documentation Editors: C.Mata; K.Loteria; Writer: M. Gatchalian 11/11/2010
 Family Business Case Abstract:
Chi Square Properties

Abstract

Chi Square Properties started from house rentals in 1995 to building commercial establishments
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in the year 2000 and is currently progressing as a real estate development business. It is also the
wish of the parents to hand-over the business to their 2 daughters, who after all will inherit the
family’s wealth. However, the growing business is not without problems. The owner
complained of leases that not only abscond but also looted the fixtures of the establishment.
Mostly, the problems lies in not being able to properly screen the lessees and not legally strict
enough to follow the contract leading to abuse on the side of the client. These problems made
the parents firmer in their resolve to prepare and train their daughter to be competent in
managing and administering the business operations and its financial health.

Professionalizing the Business

Management Area: Manpower/Human Resource/ Leasing and Property Management and Legal
Concerns; Administration and Operations

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Case Researcher: C. Paywan; Copy and Documentation Editors: C.Mata; K.Loteria; Writer: M. Gatchalian 11/11/2010
 Family Business Case Abstract:
People Corporation

Abstract
People Corporation is a first generation family business that provides skilled manpower
resources to service establishments. The business, however, is not dynamic, as it should because
the spouses/owners are also both employed. The daughters, while not expected to take over the
business, felt the compelling need to professionalize the business because there is a high
potential for growth in this industry. More so, the 2 daughters are very much encouraged to
continue not only to help their parents but also to develop their careers alongside it.

Professionalizing the Business

Management Area: Human Resource

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Case Researcher: E. Butic; Copy and Documentation Editors: E. Butic; K.Loteria; MG.Janson Writer: M. Gatchalian 11/11/2010
 Family Business Case Abstract:
Gravels Construction Inc.

Abstract

Gravels Construction Company is a first generation family business that has established itself for
over a decade in building infrastructures. The 3 children who are recent college graduates and
their chosen profession in architecture, engineering and finance will definitely boost the growing
operations. The parents are grooming all the children to take on major roles and functions in the
company. However, there is a growing need to train and upgrade construction skills of the
employees in order to carry out tasks more efficiently and effectively. The engineer son prefers
to work quietly in designing; the architect son is good in people skills; and the daughter is
efficient in office administration and finance. The parents are looking on these competencies in
their succession planning.

Professionalizing the Business

Management Area: Human Resource

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Case Researcher: N. Ramirez Copy and Documentation Editors: E. Butic; K.Loteria; G.Janson Abstract Writer: M. Gatchalian 11/11/2010
 Family Business Case Abstract:
Barter Merchandising

Abstract

Barter Merchandising is a first generation family business that distributes spare parts, heavy
equipment, tires and attachments, supplies and related products. The business was established in
2005 and is still growing progressively. Five years was enough for the company to create an
international partnership the future looks bright for this business despite the challenges.
Interestingly, the only daughter is being prepared to join the family business after her studies in
business finance in 2011. She is being groomed to handle specifically, the finance and
administration functions. One of the concerns of the daughter is the unqualified/relative
employee. This early, the daughter is contemplating on how to professionalize the business
operation.

Professionalizing the Business

Management Area: Human Resource

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Case Researcher: G.Janson; Copy and Documentation Editors: E. Butic; K.Loteria; G.Janson Abstract Writer: M. Gatchalian 11/11/2010