Business Succession & Exit Planning
Sell on your terms, by preparing years before you do.
You spent decades building it. How you leave it will define what it was all for. The decisions you make in the years before a sale shape the price, the tax, and the life that follows it.
The exit most owners are not ready for
Only 9% of Canadian business owners have a formal succession plan, even though three-quarters intend to exit within a decade, and more than half say their biggest obstacle is simply finding the right buyer or successor (CFIB, 2023). Readiness is leverage. It is the difference between selling on your terms and selling on someone else’s.
Value, tax, and timing, planned in advance
We help you prepare the business to be sold or passed on: understanding what it is genuinely worth, structuring the sale to manage tax through tools such as the lifetime capital gains exemption, holding companies, and estate freezes where they fit, and planning the transition years ahead rather than in the final scramble. Whether the buyer is a third party, a partner, or the next generation, the groundwork is what protects the outcome.
For most owners, the business is not just an asset. It is part of who they are. Selling it well means planning for the person, not only the numbers.
Josh Nichols, Managing Partner | Wealth Consultant
What the proceeds need to do next
The day you sell, the proceeds become the wealth that has to last the rest of your life. We plan for that before the sale, not after, so the windfall becomes a portfolio, an income, and a legacy, rather than a number you are suddenly left to manage alone.
When you finally sell, will the number be enough, and will you know what it is for?
For owners who want to leave on their terms
Built for business owners approaching a transition who want it planned, valued, and tax-aware, not improvised under pressure.
Claim Your Complimentary Initial Assessment & Evaluation
Receive a comprehensive financial review valued at up to $1,500 — at no cost and with no obligation.
BOOK A CONSULTATION
The first step is a conversation, not a commitment. We will get to know each other, answer your questions, and see whether we are the right fit.
519-836-9910
