Business professionals meeting to discuss succession planning

Business Succession Planning

Ensuring a smooth transfer of ownership, management, and value when a business owner retires, passes away, or exits the company.

Protecting Your Business Legacy

Business succession planning is about ensuring a smooth transfer of ownership, management, and value when a business owner retires, passes away, or exits the company. The ultimate goal of proper business succession planning is to protect the business, minimize taxes, and ensure a smooth and cost-effective transition for everyone.

Passing Your Business to Family Members

In 2017, CRA imposed legislation that created greatly increased tax liabilities on passing corporate shares to family members, to the tune of 70%+ taxation.

Good News: Recently updated Bill C-59 added some caveats to that rule, and we have targeted strategies that greatly mitigate those taxes.

We work with your legal and accounting team to make sure everything is set up properly, with clarity and transparency.

Selling Your Business to Non-Family Members

For those wanting to sell their business to non-family members, we can help you navigate the structure and planning needed to help reduce those taxes, leaving more in your pocket for a comfortable and stress-free retirement.

Financial consultation meeting

There's No Better Time Than Today

Book your consultation today to see how we can help protect your business legacy and ensure a smooth transition.

Free Consultation