Succession planning is about securing your company's future, especially when ownership changes hands through retirement, sale or the death of an owner. We help bring your personal and business financial goals together.
We work with you and your lawyer and accountant on a clear exit plan. That can include strategies around the lifetime capital gains exemption, buy-sell agreements, and corporate-owned life insurance to fund a share purchase if an owner dies, helping make the transfer smoother and fairer for everyone.
What we help with
- Mapping out your exit or transition goals and timeline
- Working with your legal and tax advisors on a tax-efficient structure
- Funding buy-sell agreements with life insurance
- Connecting your business succession with your personal estate plan
How it works
- Start the conversationWe learn your goals for the business, your family and your retirement.
- Bring in the teamWe coordinate with your lawyer and accountant.
- Build the planTogether we put the pieces in place, including any insurance funding.
- ReviewWe revisit the plan as the business, values and family change.
Common questions
When should I start succession planning?
Ideally years before you plan to step back. Starting early gives you more options.
Do you replace my lawyer or accountant?
No. We work alongside them, focusing on the financial and insurance side.
General information only, not personal financial, tax or legal advice.