The SuccessCare Program
The SuccessCare Program


Governance beats avoidance for long-term family business harmony
In their efforts to prevent family disharmony many business owners actually exacerbate the problem by taking actions that remove family from the process.

The three areas of capital
When entrepreneurs embrace the concept of stewardship and actively walk the talk, the fear of letting go can be greatly minimized.

Ensure you have a choice
When it comes to preparing for your inevitable sale, the ultimate objective is to build a system that eventually sees the day-to-day decision-making pass from you to one or more persons within your business.


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 Advisor 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.





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