We have a variety of services and products available.

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 Foresight Advisors 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 Ed at ed@NOWtoNEXT.com or call 212.579.2613.

Changing Lanes

This is a truly enlightening day-long working session for the entire family. It is also an opportunity to put the Most Trusted Advisor tools to work in developing a viable plan for the future direction of your client’s business.

With their Most Trusted Advisor engaged, families will be open to discussing the opportunities for the future of the business, be better able to recognize the roadblocks they face and ultimately understand the financial solutions that will help them to address and overcome these obstacles.

It also serves to encourage commitment to action. Participants leave with a clearer picture of the future, are excited about the opportunities ahead, and understand the obstacles they must overcome to achieve their goals.

Please contact Ed at ed@NOWtoNEXT.com or call 212.579.2613 to arrange a workshop for a group of your family business clients or to schedule an industry-focused or franchisee session.

Individual Consulting

We can also support you as you provide specific consulting services to individuals clients.

If you need an outside facilitator, mediator or want that objective voice on occasions, feel free to contact us. We provide just the services you need while you remain the Trusted Advisor in the relationship.

For more information contact Ed Rosenfeld at ed@NOWtoNEXT.com or call 212.579.2613.

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 $100 and an additional $5 per CD ordered for the customized label.

For example:

• Client purchase price $34.95 each
• Advisor purchase price - call
• Advisor customized CD - call

CDs Available

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.

The Importance of Working ON the Business
If you have clients who doesn'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.

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.

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.

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.