Introducing The SuccessCareâ Program
The SuccessCareâ Program's mission is to support professional advisors like you in your role as a coach to business owners and their families.
Launched in 1996 as the result of the passion of founder and long-time family business advisor Grant Robinson, The SuccessCare Program has developed a wide range of support services and tools that professional advisors can adopt or adapt in helping their clients face the challenges of being in business together.
Today, changing demographics present you with a great opportunity to position yourself as the Most Trusted Advisor to your family business clients.
Surveys repeatedly show that approximately 80% of business owners would love to pass the torch to a family member yet only 30% of those businesses survive the second generation. Why is the disconnect so huge?
The latest statistics indicate that approximately 40% of family business leaders are expected to hand over the reins in the next five years, with a total of 75% reaching that stage in the next ten years.
- How many of your clients will be affected?
- How many will be faced with an involuntary sale of their business?
- Are they clear about their options regarding a transition to the next generation?
- Are sound financial strategies in place?
- Are there obstacles to address?
- Are you positioned to be the advisor of choice for the successors?
SuccessCare program's mission is to help you expand your knowledge, increase your confidence and further develop the skills required to successfully coach families in business through the exit strategy and transition planning processes.
Additional support programs and services are also available to help graduates of the Most Trusted Advisor program work through real time client cases or promote themselves as a Most Trusted Advisor.
For more information on these products and services, which can also be customized to fit into your own branded transition planning program, visit our other services page.
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