Discover The SuccessCare Approach to Business Success

Our role is to help you build a bigger future as you transition from one stage of your business/lifecycle to another.

Please click on the image below to make the images bigger and learn more about how this program can help your business.

Welcome to the "Where Are You Now' Discovery Questionnaire

This confidential questionnaire is designed to help individual business owners and their families and/or management teams gain a snapshot of:

• The business / family situation
• The nature of the obstacles that might derail the business / family from their preferred path
• The areas where business planning activity / family consultation are most needed

Overall, the questionnaire is designed to provide a benchmark of where the business is now in terms of its day-to-day management and succession planning activities. By having all those with an interest or involvement in business complete the questionnaire (independantly and in confidence), you can identify any differences of opinion or potential conflicts that need to be resolved in order to facilitate the develpment of a successful business and/or transition to next generation ownership and management.

Subsequesnt recompletion of the questionnaire will provide you with a clear indication of the progress made in addressing the initial concerns.

We invite you to first complete a free test run of our questionnaire to create a profile of the building blocks and concerns you believe exist today. Then, if you would like all key stakeholders to participate in the survey to gather a more detailed synopsis of the key issues, potential conflicts and building blocks for the future, simply complete the information following the results chart. We will send you more details on the process, together with instructions for each participant.

Printable Questionnaires         Family Questionnaire            Non-Family Questionnaire

NOTE: To send in the Questionnaire, please fill it in, print it and either fax, mail or drop it off to our office.