“For my boys, I want my business to be something they see me build over the years. We often have conversations about what I do—they don’t quite understand it yet—but I hope they do see the opportunity I have to develop a business how I want, take it the direction I want, and the flexibility it provides our family. They can become whatever they like when they grow up, but I hope my boys see something inspiring in what I’m creating, and I would be happy if one day they want to follow in my footsteps.” 

Aaron Beeler 
Distributor Owner 

“When my dad passed away unexpectedly, I was faced with the decision of whether to take over his business. He was a Distributor Owner for almost thirty years and to lose the business he built after losing him would have been devastating. I decided to run the company, but since there wasn’t a succession plan, the business had to go through probate. It was a huge and expensive undertaking that could have been avoided if there had been a plan in place. I wouldn’t have been able to do it without Proforma—when people say “Proforma Family,” they mean it. I had everyone from current Distributor Owners to past Distributor Owners to Support Center Team Members reach out to me with a helping hand. Get a plan in place. It is the best thing you can do for your business, yourself, and your family.” 

Katie Kirby 
Distributor Owner

“You think the worst can’t happen to you, but it can happen to anyone. I started to wonder, if something happened to me tomorrow, what would happen to my business? Would my clients know who to call? Would my family know what to do? I immediately started thinking about my two daughters and their future. Proforma helped me understand what I needed to do to build a plan to protect my legacy. Now, I sleep better knowing if something unexpected happens to me, my business won’t be in chaos, my clients will be served, my team will be secure, and my family won’t be left making impossible decisions. If you’re a business owner and you don’t have a plan yet, I urge you to not wait. The peace of mind that comes with being prepared is worth every bit of effort.” 

Tim Breadner 
Distributor Owner