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.

Practice Development Program

A sustainable, saleable practice depends on having clients with sustainable businesses.  

Generally, owners of small to medium-sized professional services firms have a client base of similar age who are moving through basically the same lifecycle.  For example, the majority of clients of a 60-year old business advisor are up to 10 years younger or older -- somewhere between 50 to 70 years of age.  

So by the time the professional advisor is thinking about exiting their business, how many active years might their clients' businesses have left?  More importantly, how much income can these clients be expected to generate for any would-be purchaser of a professional services firm?

It is imperative that you not only help your clients ensure the continuity of their business but also connect to the next generation leadership.  Partnering with a next generation leader / successor of your own business will help secure a younger client base that will ultimately enhance the value of your goodwill.

SuccessCare can help you build a future-focused practice based on creative and customized planning services to entrepreneurial and family businesses.

Click here for full details or contact Daphne at 800.598.6400 or by email to

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