Welcome entrepreneurial and family business advisors
Introducing The Role of the Most Trusted Advisor (MTA), a professional development "succession planning" program specifically designed by The SuccessCare® Program for those who provide professional services to entrepreneurs and family businesses.
This accredited continuing education program will provide you with:
- Insight into the reasons for the family business owners' procrastination in moving forward with an exit strategy or succession plan.
- Knowledge around the issues that result from a change in leadership succession of a family business.
- A deeper understanding of family dynamics and how different perspectives impact decision-making within the family business.
- Tools to use in discovering the common interest among key players and identifying the obstacles to transitioning the family business.
- The critical components of a successful transition.
- A proven approach to use in guiding business owners and family businesses through planning and implementing an exit strategy and transition plan.
As a result you will:
- Take away valuable tips and tools to use in providing exit planning and family business consulting services.
- Be more knowledgeable in the issues that directly affect entrepreneurs and family businesses, and better understand their procrastination.
- Enhance your relationship with your family business clients by delivering high value through your knowledge of the issues and concerns they face.
- Be in a better position to provide leadership and support to the successors of the entrepreneurial or family business.
Hear from some professional advisors who have already benefited from this continuing education program.
To learn more about our Most Trusted Advisor program click here.
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The Role of the Most Trusted Advisor is pre-approved for CPE credits by
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Advocis, the Alberta Insurance Council and the Insurance Council of Manitoba.
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SuccessCare is registered with the National Association of State Boards of Accountancy
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(NASBA) as a sponsor of continuing professional education on the National Registry of
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CPE Sponsors. State boards of accountancy have final authority on the acceptance of
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individual courses for CPE credit.
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Complaints regarding registered sponsors may be addressed to:
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The National Registry of CPE Sponsors
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150 Fourth Avenue North, Suite 700, Nashville TN 37219-2417
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Visit the NASBA website at www.nasba.org
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