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.

Family Business Resources - Family Participation Plans

Defining Opportunities for Involvement of Younger Family Members

Succession should be a business-first decision, focusing on the long-term health of the company.

The Group Throne

Sorry, but I just couldn't pick one of you above the other. Finally, I've made my decision. I want you to both be presidents.

Plan Now for the "Cousin Generation"

The real issues are family-based issues more than business-based issues. The family is the most important place to focus our attention.