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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 can take to successfully sell and transition out of your business.

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