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The Future of Family Businesses: Once Corporate Social Responsibility Was a Cost, but Today It Is Indispensable

How family businesses navigate the tension between profitability and social responsibility was explained by the director of Hrvatski kišobran Marin Rogić and the director of OTOS Orthopedic Technology Snježana Biloš at Lider’s conference ‘The Future of Family Businesses’. Both are second-generation family entrepreneurs who have definitely added value to their companies.

– Corporate social responsibility is not a topic to boast about, to throw around, or something like that, but it is a direction without which no company will be able to operate in a few years, and not only will it be feasible due to certification, but the customer will have trust in the product itself if they know that the company is socially responsible – said Rogić, adding that corporate social responsibility is important if you want to survive in the market.

– Once it was said that corporate social responsibility was necessarily linked to costs, but I would say that it is a component of any business and that revenues will be much higher if we behave socially responsibly, even though it will initially be a cost – added Rogić, mentioning that they are not obliged to report on sustainability, but they do it anyway.

That people have become an inevitably important component and that the way owners and directors relate to employees is part of corporate social responsibility is the opinion of Snježana Biloš.

– Today’s time is challenging, we are exposed to a multitude of triggers, and people who are not in managerial positions have their challenges at home, and if you create stress at work, you create dissatisfaction. Therefore, respect and consideration are very important for the company, and I promote such a way of communication and try to incorporate that consideration into all phases of business, but that does not mean that I will not impose some disciplinary penalty or criticize – says Biloš, adding that she cannot say that everything shines and that everyone is perfect, but there must be that human approach, and feedback shows that for many employees, this approach is more important than the financial component.

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The Future of Family Businesses 2024.
4th panel
Manuela Tišler, Marin Rogić, Snježana Biloš.

photo Boris Ščitar

And while many in family companies will rely mainly on family members for further growth and development, there is another perspective where they rely on strategic partners for the growth and development of the company, such as funds or market leaders.

– We focus on investing in sectors, that is, our strategy is to consolidate sectors, we invest in those fast-growing ones that are fragmented, and so far we have had more than 30 investments in four sectors – said partner at Provectus Capital Partners Marko Galić at the panel titled ‘Development and Transfer of Family Business’ moderated by partner at Mazars Lovre Botica in front of a full hall.

Provectus Capital Partners invests in the retail sector of sports equipment, private healthcare, dental sector, and veterinary medicine. As Galić said, they believe these sectors are fast-growing, and in the companies they have invested in, they have established management groups led by economists, while the healthcare part remains focused on doctors who are partners and co-owners in the companies, and that is a part that the fund does not enter.

– We focus on these sectors because we believe there are very good companies where we can lead our own strategy, that is, a combination of acquisition and organic growth – said Galić, noting that they do not do restructuring or rescue.

– Finances are not the only indicator of a quality company, and we talk to many companies, but most owners view their companies as their own children, so money is not the decisive factor in whether they will enter into a partnership with us, but it is crucial whether the owner sees us as a good partner – stated Galić.

Mezzanine Partners has been operating in Croatia for only two years and has only one product, which is a loan that they can quite adapt. Thus, they have found a niche, that is, a mezzanine between banks and private equity funds.

– We monitor more often than a classic bank does, but we do not sit with you in the form of some ownership, we are not that involved – said Darko Drozdek, partner at Mezzanine Partners, who also claims that their previous investments have often been in collaboration with banks and that they do not enter companies in trouble.

But not only funds enter family businesses, but also large companies, one of which is Končar, which has opted for a growth strategy in recent years that included the acquisition of others.

– Sometimes we are like private equity funds, and we believe that the acquisition itself creates value, we look for companies that are more profitable than us and those that give us additional value. We buy either smaller companies whose product is valuable to us and which we do not have or larger ones that create growth for us – said member of the Management Board of Končar Josip Lasić.

Unlike Mezzanine, Končar definitely enters the management of the company and always enters with a majority stake and buys the business because they want the people inside to be there for a certain transitional period to professionalize together and distance the company from the founder.

– We enter as partners, and the company we acquire receives part of our company, in terms of relationships with banks, suppliers, and so on, and we work together to increase value – said Lasić, emphasizing that what they do makes sense for both sides and that the benefits are multiple.

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The Future of Family Businesses 2024. Panel 3: Lovre Botica, Darko Drozdek, Marko Galić, Josip Lasić

photo Ratko Mavar

Assistant Professor Petra Mezulić Juric from the Faculty of Economics at the University of Osijek led a discussion at the conference with Dr. Josip Čes, co-owner of Čes Dental & Esthetic Clinic, about the turning point when the new generation innovates in the business model of the family business. This dentist has never worked in the public sector, and his mother was an entrepreneur within the health center for many years. She instilled in him the idea that a private practice is the path to success. He started in entrepreneurship from scratch, with a few hundred patients, and today he is an entrepreneur with his own practice that employs many associates.

The business has grown over the years, and they have employed more and more dentists, the space of 160 square meters has become too small for them, and the growth has been stable, so it has not gone unnoticed. While they were in the process of expansion, they received an offer from a potential buyer.

– I received an email conceived as if it were sent by Dr. Marko Čes from Africa, leaving me an inheritance. It sounded too good to be true. I went for coffee with potential buyers, and that was the first time I heard the word EBITDA, the first time I received an assessment of the company’s value, which seemed enormous to me, but my mother, as the first generation in the company, stopped the sales process by saying that she does not sell the company, so we remained at that. For now, we are not ready to sell – emphasized Čes.

They invest a lot in the company, invest in technology, employees are an important cog in the whole story, and sometimes it bothers him that most patients ask for Dr. Čes, although some colleagues are much better than him in certain procedures.

– How do you know when you are successful? So that colleagues say you do something better than they do – noted Čes.

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The Future of Family Businesses 2024. 1:1 conversation, Petra Mezulić Juric and Josip Čes

photo Ratko Mavar

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