The Nelsons Find Their Next
After 40 years of working and a handful of failed succession attempts, the Nelsons were stuck.
Learn how the Clariata process helped them
move from neutral to their next chapter.
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The Nelsons Move from Neutral To Their Next Chapter
Carl and Victoria Nelson were tired of stressing over succession.
Carl started CVN Manufacturing over 40 years ago. He was now 70, Victoria 68. They were both ready to transition into their next life stage. Their family and CVN Manufacturing were not.
Carl was struggling with what he should do with CVN. Should he sell it since none of his children wanted to run it? Should he explore other options on behalf of the family?
Carl came from a long line of tradesmen who ran successful, individual shops. Each mastered their craft while their wives tended to the family. Victoria came from a long line of risk-takers. They ventured everything to bring their vision of a better tomorrow to life.
They had the foundation to create a lasting legacy. They didn't know how. The traditional approaches to succession and estate planning were failing them.
Carl and Victoria wanted to move forward. Clariata helped them shift out of neutral.
Tools like Clariata's Genogram helped Carl and Victoria better connect to their history and define their most important principles.
Clariata's methods and experts helped turn their core principles into the Nelson Family Charter, and from there, our patented Success Mapping Process aligned the entire Nelson family around a legacy that would stand the test of time.
Clariata's tools, trade secrets, and experts helped the Nelsons when all other methods had failed – no wonder it's the most widely used wealth activation system in the country.
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