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.


Item Description
Products > Audio CDs
Practical Succession Planning

This audio recording outlines the components of a succession plan and the tactics that are valuable to the process. It will help entrepreneurs understand that the process of setting the stage for the future leadership of their business centres around the family members and their relationships. They will discover the principles that form the foundation of a family business that can mature and become a family legacy.

Call Nicole at 1.800.598.6400 for details on branding this item for your business.

Ask about discount pricing for members of our Advisor Support Program.



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