Good Advice

Succession Planning

A future of your own design.

We're here to help you exit your business and design your future your way.

You’ve put in a lot of work into growing your business from a start up to a success story. What happens next? Let's explore some effective succession strategies that will help you be streamline planning and be fully prepared for your transition. Whatever that may be!

Business Transition Guide

Learn the steps you should take to successfully sell and transition out of your business.

A look at estate and business transition planning

Estate and business transition planning are both vital to ensuring peace of mind around your financial affairs, through retirement and well into the future.

What new Canadian entrepreneurs need to know about succession planning

With many new Canadians entering the world of entrepreneurship, having a clear, strategic succession plan will be vital to ensuring long-term financial wellness.

So you want to sell your business

There are four key issues to address when selling or buying a business; deal structure, valuation, vision and capital.

Tax efficient estate planning

When two or more individuals own a business together, if one of the owners were to pass away, a spouse could find themselves in the position of being an unintended shareholder. 

Unanimous shareholder agreements

Explore the value of the unanimous shareholder agreement and how it can be a crucial strategy.

The value of family trusts in an estate freeze

Estate freeze planning is one of the most common tax planning strategies available to business-owners in Canada to transition their wealth to the next generation.

Retirement planning for small business owners

Here's a breakdown of the good, bad, and costly habits that affect your credit score.

Pass it on: 5 simple steps to succession planning

How to put together a succession plan to continue preserve your hard-earned success

Earning investment income in a corporation

Investing in a corporation is different than investing as an individual. Learn more about the tax implications that may impact you.

Selling your business & preparing for retirement

Sound advice for entrepreneurs and business owners who are selling their business and preparing for retirement.

Tax and investing for your business in 2019

New rules for taxation of corporate investments in 2019 might require a change in strategy for business owners.

Need help?

Our Client Care team will be happy to assist.

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