The SuccessCare Program
The SuccessCare Program

Mom and dad won't talk
If I were having a conversation with the next generation member, a question I would want to ask is this: What did you and your parents agree to when you took the job?

Getting started with family governance
Family governance is a process or structure to educate and facilitate communication between family members.

15 lessons family councils wish they knew before they started
Whether you are just starting a Family Council or have had one for years, much can be gained by considering the lessons others have learned in making their Family Councils work.

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.


  • 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.


  • 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 Daphne McGuffin at (800) 598-6400.

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