Home Arrow

Strategies for business continuity and stability, and for reaching your personal goals

Succession planning is one of the most important steps you can take because it looks after your business continuity now and for the future. Starting now will also help you to maximize the value of your business when that time comes.

What do you plan to do with your business when you decide to step away from it? How will you extract your assets out of the business? How will you build a retirement pool that sustains your lifestyle? How do you want your business and your people to continue on without you at the helm?

As a private business ourselves, we relate to what it takes to build a successful company. We also understand how committed we have to be to structure our business so that we can step aside when we want to and so that it can continue the way we intended it to, even without us at the helm.

To come up with an effective succession plan, we'll work in step with your accounting and legal advisors, arrive at an accurate business valuation, help formulate buy-sell agreements, address family ownership options, and review your financial plan. We'll also take advantage of opportunities to make sure any transition is tax-efficient and cost-effective.

The hardest part of succession planning is getting started, but the earlier you begin, the better off you'll be. From our personal experience dealing with a wide range of industries and situations, we can start a practical conversation with you and your advisors to explore what's most important for you in the future.

Please get in touch with us to start this conversation.

Only half of small business owners have a transition plan and most of those are informal, unwritten plans — CFIB
Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”).  Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia.

Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.

Insurance products are provided through multiple insurance carriers.
Succession Planning