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.

Item Description

Products > Audio CDs

Shifting Gears - Exit Strategies That Work for the Auto Dealer

This audio CD is designed for those businesses in a franchise situation where the factory or franchisor can impact the plan for a business transition.

Joe Basil from the Basil Auto Group of upper state New York provides professional advice on how to ensure a voluntary sale to either someone within the family or outside the family.

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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CAD: $19.95

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