indicatorSuccession Planning

Business transition planning: a future of your own design

By ATB Financial 3 November 2020

You’ve put a lot of effort into growing your business. But what happens when you decide it’s time to step aside? Transition planning is critical to the future success of every business. Having a detailed plan in place will ensure it’s there when you need it most, leaving little to chance, allowing you to shape the future of your business and your life when you choose to exit your business.

ATB Wealth's Trent Hamans, Managing Director of Wealth Transfer and Amanda Vella, Senior Director, Business Advisory and Transition Consultant discuss the key components of a transition plan including:

  • Setting and managing transition objectives
  • Your preferred exiting strategy
  • How to value your business
  • Steps to enhance your business value
  • Minimizing tax implications and how to structure the sale and plan for capital gains
  • Your plan to accomplish personal financial goals
  • Building a team of trusted advisors

 

Business Transition Guide

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

Need help?

Our Client Care team will be happy to assist.

ATB Virtual Assistant
The ATB Virtual Assistant doesn't support landscape mode. Please tilt your device vertically to portrait mode.
×