The SuccessCare Program's mission is to provide professional advisors with tools and processes that will help them successfully coach families in business through the transition planning processes and exit strategies.
Changing demographics present you with a great opportunity to position yourself as the Most Trusted Advisor to your family business clients.
The latest statistics indicate that over 40% of family business leaders are expected to hand over the reins in the next five years. That amounts to a huge transfer of power and wealth.
- How many of your client will be affected?
- How many of your family business clients are prepared to transition to the next generation?
- How many will be faced with an involuntary sale?
- Are sound financial strategies in place?
- Do they have obstacles they must first overcome?
- Are you positioned to be the advisor of choice for the successors?
We invite you to participate in the Role of the Most Trusted Advisor (MTA) a professional development program for those who provide professional services to entrepreneurs and family businesses. Learn about our process by clicking on the image below.
Hear from some advisors who have benefited from our support.
We have a wide range of products and services that will help expand your knowledge, increase your confidence, and develop the skills required to assist family businesses in creating choice around their future direction.
Check out our full range of products and services:
Professional Development and Tools
SuccessCare® Advisor Support Program
Practice Development Program
The SuccessCare Questionnaire
Build Your Own Succession Plan
Changing Lanes Workshop
Changing Lanes Newsletter
More Educational Products for Your Clients
Additional Tools and Services
Effective Shareholder Agreements
The Power of Advisory Boards
These products and services can be customized to fit into your own branded transition planning program.