"Harry did a nice job going through the various issues that business owners face. His personal stories helped to deliver the message. Readers should enjoy the different points and understand the collaboration needed to succeed."

Elwood Jones
Capital Region Financial Group, LLC
Folsom, CA

"This is a compelling read with McCabe's real-life anecdotes. I’m sure business consultants have seen the surveys which cite something like 40% of business owners are looking to retire in the next 10 years. But fewer than half of those who plan to retire in 5 years have selected a successor. This process takes time, a plan, and a team of advisors to achieve success for both the business owner and interested successors."

John Y. Lafferty, MBA, CPA
CFO-Pro
Naperville, IL

"Easy to read and easy to follow, Harry McCabe's book provides the technical building blocks of successful transition planning as well as the anecdotes to illustrate the realities of the process. These are invaluable lessons for anyone in a family business."

“The book was terrific. I particularly liked the epilogue and found myself smiling at the end.”

Larry L. Jacobson, LUTCF CLTC
Jacobson Associates, Inc.
Pittsburg, PA

Harry McCabe’s Pass It On: The Entrepreneur’s Succession Playbook should be a must-read for every owner of a closely-held business. His personal insights and real-life examples breathe life into a subject of great importance to every business owner. Advisors to business owners can also learn from Harry’s personal experiences in dealing with the transition of a business from one generation of ownership to the next.

Tom Chiappetti, President and Consulting Actuary
Thomas More Group, Consulting Actuaries
Milwaukee, WI

When you build an airplane, for example, you often construct many of the components before final assembly. The same is true with the different components of an arch.

However, the unique aspect of an arch was that we continually build it from two sides. For a succession planning model to work, we needed commitment from the owner and the protégé. It was imperative that both sides complete their assignments with the ultimate goal of the finding—and resolving—the key issues that were represented by the various blocks.

The most important issue would be closure and was represented by the Keystone, which was the uppermost block placed in the model and held it together. The scaffolding could only be removed when the Keystone was permanently secured.

For more than thirty years, Harry M. McCabe has guided private business owners through the succession process and the most important financial decisions of their lives.

He worked with private business owners as a pension plan administrator and financial advisor, and he assisted many family owned firms with ownership transfers as a trusted advisor.

"I draw upon the collective expertise of various organizations to create tailored solutions for each client without sacrificing my objectivity and client focus,” McCabe explains. “But I’m especially committed to clients who accept the planning process. We look to improve wealth accumulation plans, prepare for the orderly consumption of assets and the eventual efficient distribution of their estate."

For more information about Harry M. McCabe, visit harrymccabe.com.