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 clients 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?
Changing demographics present you with a great opportunity to position yourself as the Most Trusted Ad
visor to your family business clients.
SuccessCare's mission is to provide professional advisors like you with tools and processes that will help you successfully coach families in business through the exit strategy and transition planning processes.
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.
Hear from some advisors who have benefited from our support.
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
These products and services can be customized to fit into your own branded transition planning program.
