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!
Great new beginnings start with great endings. Learn how business owners can craft their best post-sale lives.
Whether you’re a brand-new startup or an established leader in your industry, a transition plan is crucial to your business’s future.
As business owners approach major life milestones, they all need to answer the same high-stakes question: how much is enough?
Connecting the dots for business owners.
Our ATB experts explain how to prepare the next generation to take over your business.
At any time a life change could require an immediate business transition, which is why the time for business owners to begin transition planning is now.
When business owners decide to move on from their companies, laying out specific goals and deadlines will make the transition a much smoother process.
Find the best path to boosting the value of your business before you begin to transition away from your company.
Business owners thinking about the process of transitioning into retirement should focus on the needs of two key groups: shareholders and stakeholders
While your team may provide excellent advice on your day-to-day operations, business transitions requires additional expertise.
Business valuation is a complex process of evaluating many factors to determine an objective, independent and realistic appraisal of your enterprise.
Navigating the complexities of succession and transition planning for your family business.
Prepared for the emotions of business transition, business owners making their exit can find comfort in seeing their life’s work handed over to capable hands.
You’ve put a lot of effort into growing your business. But what happens when you decide it’s time to step aside?
Selling, merging or closing a business is an emotional time for a business owner. Addressing these feelings is crucial to supporting mental health.
Estate and business transition planning are both vital to ensuring peace of mind around your financial affairs, through retirement and well into the future.
With many new Canadians entering the world of entrepreneurship, having a clear, strategic succession plan will be vital to ensuring long-term financial wellness.
Having a detailed business transition plan in place will ensure it’s there when you need it most, leaving little to chance.
There are four key issues to address when selling or buying a business; deal structure, valuation, vision and capital.
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.
Explore the value of the unanimous shareholder agreement and how it can be a crucial strategy.
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.
Here's a breakdown of the good, bad, and costly habits that affect your credit score.
Taxes can have a significant impact on the proceeds of selling your business.
How to put together a succession plan to continue preserve your hard-earned success
Sound advice for entrepreneurs and business owners who are selling their business and preparing for retirement.
New rules for taxation of corporate investments in 2019 might require a change in strategy for business owners.