Change makers are looking long term
Change makers are individuals, families or business owners who have their intermediate and short-term objectives financed and are now looking at longer-term multigenerational goals. For example:
BUSINESS OWNERS / EXECUTIVES
All the blood, sweat and tears you put into your business are yielding results. You are now in a transition period. The buyers of your business are interested in a smooth transition to ensure that the viability of your work continues and you are rewarded for your efforts. You both desire a succession plan for generations to come.
INDIVIDUALS / FAMILIES
You have planned for this your whole life. Your living expenses are covered through a lifetime of hard work. Now you would like to learn how to make a longer-term impact for generations to come.