“We planned ahead to avoid forced decisions.”

Rick Santos, owner
Creative Imprint Systems
Erie, Pa.

“The toughest thing about succession planning is first admitting you’re getting older.”

Rick Santos can joke about it now, but when his NWIRC advisor asked him about a succession plan for his business, he wasn’t laughing.

“I suddenly realized my family could have lost everything we’d worked so hard to build. Not to mention, we have 31 employee families we’re responsible for. I didn’t need any more motivation than that.”

That’s where the NWIRC came in.

“The NWIRC made this whole thing happen. They asked the tough questions, they led us through
the process, and helped us structure the best solution for my retirement—and for the future
of this company. Now I sleep better knowing that no one is going to lose anything.”wth services/s
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