Back to the succession track

B2B services · Facility management

Industrial cleaning and facility services, Greater Lisbon

More than a hundred recurring B2B contracts, around forty staff, dispatch by phone and paper. The founder is fifty-five, his son works in the business, but the structure to make a real handover is not yet there.

The starting point

Industrial cleaning and facility services, Greater Lisbon

Strong recurring revenue, low churn, a genuine reputation among industrial clients in the Lisbon belt. But everything runs on the founder's memory: contract renewals, supervisor schedules, key-account dynamics. Dispatch is a daily morning call. Recruitment is permanent and slow. The son is competent and engaged, but the parent-child dynamic is hard to professionalise without an external frame around them both.

What BTJT brought

Dispatch and route software for the team-leaders, with photo evidence and time tracking. CRM linking each contract to its renewal cycle and key-account contacts. A structured employer brand with a careers page and a steady recruitment pipeline. A formal COO role for the son, with a clear remit, KPIs and a peer-level relationship with the founder rather than a parental one. Quarterly governance with two external advisers.

Where things stand today

Contract count up against a competitive market, recruitment lead time materially shorter, supervisors managing their teams from the app rather than from the founder's office. The son is genuinely operating as COO; the founder spends his time on the top accounts and on commercial development. A succession framework is now visible — and credible — for years five to seven.

What this case shows

Family handovers fail more often through lack of structure than through lack of will. When the structure is built first, the handover becomes a calendar question, not a relationship question.

If your business runs on recurring B2B contracts, on you, and on a son or daughter who deserves more than the role of "the boss's child" to take over — that is exactly the gap this approach closes.

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Composite scenario. Names, regions and figures have been altered to protect the identity of the people and businesses concerned. The dynamics described reflect engagements we work on.