The SuccessCare Program
The SuccessCare Program


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.


The Controlled Auction Process


If your client has a successful organization looking to expand and grow, then this program may be very beneficial to the process.

We implement the Controlled Auction system to ensure the client has the best possible financing to support an expansion process.

Steps:

  • We work with the client to ensure they have the necessary components to sustain the growth.
  • We create an integrated financing proposal to solicit the funding for the expansion.
  • We implement a controlled auction process whereby a number of financial institutions bid on the opportunity to provide the financing.

Benefits:

  • Your client receives competitive pricing on the debt offering as well as competitive security arrangements.
  • Your client enjoys significantly lower fees from the successful financial institution.

To discuss this option further, please contact Grant Robinson at (519) 780-2011.

Back to SuccessCare® Products...




  
© 2010 SuccessCare Solutions Inc. | Privacy Policy | Shipping/Return/Refund Policy