Posted September 4, 2019

The why, how, and what of succession planning

Free STAFDA webinar Tuesday, September 17, 2019 11:00 CST presented by Frank Caputo, CEPA, Partner, WealthPoint.

Many STAFDA companies are small to mid-size businesses often owned and operated by multiple generations of family members. Working together to keep things running smoothly and profitably day-to-day often means succession planning ends up on the back burner.

Frank Caputo, a partner with STAFDA’s Profitability Consultant WealthPoint, will discuss why it’s important to bring planning to the forefront, how to take practical steps to begin the process, and what exactly you need to do as you go.

During this free webinar, Caputo will review their unique process which has created better succession outcomes for more than 90 privately held businesses the past eight years.

Key components covered include:

  • Knowledge Baseline
  • Decision Dialog
  • Singular Story
  • Instinct Verification
  • Pulse of Progress
  • Preservation Partnership

This session includes 45 minutes of a fast-paced, content-rich module followed by 15 minutes of Q & A.

As a partner at WealthPoint, Caputo provides STAFDA members consultation on family business, wealth transfer, management succession planning and owner exit strategies. Frank joined WealthPoint at the beginning of 2018 after successfully selling a multi-territory, multi-unit franchise business to a strategic buyer in 2016.  His partners, Ryan Barradas and Tim Young, were workshop speakers at STAFDA’s 2018 Phoenix Convention.

Over the past 25 years, Frank has built several companies that have gone through successful succession transitions. As a partner in the firm, Frank works primarily with business owners and their families who have a large percentage of their net worth in the value of their businesses. His sole purpose is to create significantly better outcomes.

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Questions? Please feel free to contact us at or call 262.784.4774.