SuccessCare Program: Succession planning & family business planning

Ike did it right: successful family succession planning
In 2004 I learned that Ike’s tax strategies had helped him achieve yet another goal: transferring one of his franchised restaurants to his daughter.

Keep your eye on the ball
Performance is a critical component as you prepare your business for sale or transition.

Family ties can put companies in a bind
In family businesses, strain between relatives can be more severe when finances are tight.

Advisor Resources

The SuccessCare^® Program has adopted the "intel^® inside" approach to serving professional advisors.

We design and develop dynamic resources so you don't have to! You can choose to purchase or licence our various products and services, or order an exclusive program that meets the needs of your organization.

For more information on how we can be your support system as you guide your clients through the many challenges they face in building or transitioning a business, browse through our list of products and services and then contact Daphne at (800) 598-6400 ext 299 or by email to daphne@successcare.com.

FFI - Family Firm Institute

The Family Firm Institute is an international professional organization dedicated to assisting family firms by increasing the interdisciplinary skills and knowledge of family business advisors, educators, researchers and consultants.

Family businesses face unique challenges precisely because two sets of complex relationships are at work in one enterprise. Family dynamics profoundly impact the way the business functions, and business behavior has to be exceptionally disciplined.

For more details on how FFI can support you, click on FFI Logo.

CAFE - Support for Family Businesses

CAFE's objective is to educate, inform and encourage its members in areas of unique interest to family business, through a stimulating program of activities that provide the best sources of informtion and professional advice available.

For more information click on the CAFE logo.

The Centre for Family Business

The Centre for Family Business (CFFB) is a membership-based family business association in South-Western Ontario since 1997. In pursuit of its goal to help business families reach their fullest potential, the organization has been delivering relevant educational programs and providing the necessary support that allows families to not only achieve
their enterprising goals, but fulfill their dreams
and strengthen their families in the process.

For a complimentary guest pass to one of their renowned breakfast events, click on the logo.