WIN Advisor Succession Program…Business Continuation, are you Ready?

Lisa Friesen IDC WIN, Practice Management

IDC WIN is pleased to announce that Michael Gau and the Win Succession team have been
working diligently through these difficult times to continue to develop innovative and
effective business continuity and succession options to assist you in protecting and growing
your business as you look to the future.

Win Succession’s stated mission is to assist all of IDC WIN’s valued advisor partners by providing
expert Business Continuity and Succession planning options and advice. Win’s extensive
experience in assisting Advisors transitioning into retirement has taught them a great deal
about the challenges, concerns and opportunities that often arise by properly preparing your
business for the future.

We invite and encourage you to take advantage of Win’s expertise in support of your
business goals and objectives.

Michael and his Win team welcome your inquiries. Visit their website for more information
Win Advisor Succession Program

Take action, Be ready!