The SuccessCare Program
The SuccessCare Program


The most valuable thing you can do with your time
Selling your business is a process, not an event.

Family business leadership: The importance of versatility
A family business leader who is truly versatile is able to be strategic and operational; forceful and enabling.

Who makes the decisions?
An ancient proverb decrees: if you wish to know what a man is, place him in authority.


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.





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An ancient proverb reminds us that a sailor without direction knows no favourable wind.






  
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