"It was understood that my oldest son would succeed me, but my four other children were neither involved nor interested in the business. I was concerned that as stakeholders they needed to know what was at risk… we worked together to design a roadmap for my future, my children's future and the future of the company. And more importantly, we have a process in place that we trust and that will allow us to sit down, discuss and sort out anything that comes up together, as a family."

"What I most appreciate about working with CMG is that they are an established company. Their success in this business allows them to stay the course with their prospective clients, and develop a solution which really fits the situation. CMG, like their clients, are success-based; they only succeed when their client succeeds."

"I really wanted the business to continue and eventually carry on without me. And I wasn't clear on how I would do that. … (now) I am feeling very good about my future. I have peace of mind knowing that the business my father and I built will be in good hands, will keep running, will take care of my family and will give me more freedom to enjoy my life."

"Like a lot of business owners, I had worked hard to carry on and build the family business but had never considered an exit strategy or succession plan. I'm single and I don't have kids so I wasn't thinking about a family legacy... (But) if you don't develop your future, you won't have one. My plan is there. And it's giving me a lot of excitement about how I can grow the business."