You only get one chance to get this right.

For Entrepreneurs that own an established business we can advise you through the process in the most efficient manner. There are many elements to consider when selling a business such as the value, tax implications, financing and the transition plan.

For a smooth transition, a comprehensive succession plan needs to be in place and it usually takes time to implement. 

Give us a call and let's get started.

Succession planning should include lead time of about 4 to 5 years (some cases upwards of 7) in order to:

  • Devise a tax strategy for maximum flexibility and financial benefit
  • Choose and groom the potential successor
  • Implement a transition strategy for business continuity
  • Organize the corporate structures
  • Understand the financing arrangement(s)
  • Maximize the profitability and value

If you are looking to buy a business we can guide you through the process to help you choose the right business, secure the right terms and get you up and running, avoiding the many pitfalls that face you.

Smart made simple.

Put our knowledge to work for you.