The SuccessCare Program
The SuccessCare Program


Most small-business owners aren't planning ahead
Some avoid succession planning because they don't ever expect to fully retire or, like many people, haven't come to terms with their own mortality.

The next generation of wealth planning
As family dynamics change, the wealth planning paradigm is likely to shift.

Business in the blood
The "Lucky Sperm Club", as Warren Buffett likes to call it, is still going strong in the commanding heights of business.


The SuccessCare® Program is a unique business transition planning process.   

Its purpose is to ensure business owners just like you have the appropriate resources to develop a plan that affords you more choice around how you transition the ownership and leadership of your business. 

More on The 
SuccessCare® Program

Discover The Line 
of ConfidenceTM


  Are you ready to build your own succession plan?





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Succession Planning
Strategic Planning
Business Planning
Retirement Planning
Wealth / Estate Planning
Organizational Development
Family Participation Plans
Family Governance
Contingency / Continuity Plans
Roles / Responsibilities
Advisory Boards



  
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