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.

More Educational Products for Your Clients

Our services are designed to provide an awareness of the issues facing family businesses today and the importance of addressing these issues. Our objective is to instigate a commitment to action and prepare the way for you to take the role as Most Trusted Advisor throughout the planning and implementation of an exit strategy and transition plan.

We have a variety of services and products available.

Audio CDs

We have produced a series of audio recordings that are chock full of tips and tactics in preparing an exit strategy or implementing a transition plan. Point out relevant areas to your clients and discuss how you can advise and guide them in the direction they wish to go.

These CDs are a very inexpensive tool for engaging prospective clients. If you are enrolled in the Advisor Support Program you can purchase these CDs for approximately one-third of the retail price so you are providing significant value to your clients.

You may purchase the CDs branded as SuccessCare, or have them personalized for your organization. There is a one-time design fee of $50 (waived for participants of the Advisor Support Program) and an additional $5 per CD ordered for the customized label.

For example:

Retail price$34.95 each
Advisor price$19.95 each
Advisor Support Program price$13.95 each

CDs Available

The Importance of Working ON the Business
If you have clients who don't see the need to work on an exit strategy just yet, then this CD if for them! It outlines a number of tactics that your clients can employ to grow and build value in their business. The importance of investing outside their business and protecting the business wealth with permanent insurance are highlighted.

The Easy Way Out - Exit Strategies That Work
This recording will help your clients to fully understand that they have a choice in determining the future of their business. It reinforces the need to plan and plan early in the life of the business. Your clients will be able to clearly see how valuable their advisors are to the process, and how critical both outside investments and permanent insurance are to their future lifestyle. 

Practical Succession Planning
Succession planning is a journey, not a destination. In addition to outlining the components of a succession plan, and the tactics that are valuable to the process, this recording will help your clients to understand that the process of setting the stage for the future leadership of the business centres around people and their relationships.

Your Farm is an Important Family Business
There are many issues facing farm families today. Unfortunately, many family farms fail to run their operation as a business. The aim of this recording is to highlight the areas that are important to the future viability of the farm and its transition to the next generation.

Shifting Gears - Exit Strategies for the Auto Dealer
This recording is the first step to planning a smooth shift out of your dealership. It focuses on how you can streamline the exit process and outlines the importance of first developing a purpose for your future. You will also receive valuable professional advice on ensuring that you 'sell' your dealership voluntarily and are not thrown off balance by unexpected factory regulations. A must have for all franchises.

Click here to order online or call Daphne at 800-598-6400 for more information.  If you are enrolled in our Advisor Support Program ask about our discounted pricing.

Keynote Addresses

We can deliver awareness sessions designed to highlight the issues around change and transition planning and the importance of ensuring your clients have a choice for the future direction of their business.

Encourage your clients to take action. Engage The SuccessCare®Program to deliver one of our dynamic and informative presentations to your family business clients. Day or evening time slots available. Your clients will quickly discover:

  • The benefits of having a trusted advisor to guide them through the process of developing an exit strategy and implementing a transition plan.
  • That succession planning is a journey and not just about tax and legal structures.
  • That one day they will have to give up control of the business and how much better it is to have a choice in how or when to exit the business.
  • How critical it is that they act now to secure the future and protect the family wealth.

These sessions are up to 2 hours in length and can also be presented as a new client promotional event (perhaps in conjunction with other professional advisors) or incorporated into a client appreciation event.

To discuss possible topics for this keynote address, contact Daphne at or call 800-598-6400.

Other Workshops

Any component of an integrated transition plan can be delivered as a stand-alone workshop.  Depending on where your clients are in the transition planning process, consider any of the following enlightening sessions:

  • Understanding generational differences
  • How to run effective meetings
  • Define your personal, family and business values
  • Tips and tactics for transitioning founding principles and values
  • Bridging the generational gap
  • Effective Communication techniques
  • Implementing a sound decision-making process
  • What is a Family Charter and why is it important?
  • What is a Family Participation Plan and why is it important?
  • Building a strong management team
  • Identify your bigger future — your house on the hill
  • Effective shareholder agreements
  • Estate planning for business owners

For more information on these workshops, contact Daphne at or call 800-598-6400.

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