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Succession Planning



Planning for the future cements your success.

Succession planning for businesses will be an important challenge to the stability of the Canadian economy in the coming years. Indeed, the lack of succession is the main obstacle to the survival of small businesses. The secret to a successful business succession is, without a doubt, planning. As we have previously done for numerous clients, we can help you plan your business’ transition while taking into account all the financial, fiscal and legal aspects, as well as the human angle – which often goes overlooked. The fact that we have recently lived through a changing of the guard within our family business also helped us become more sensitive to the communication and family issues, and will allow us to better understand your situation.

Our services

  • Business valuation.
  • Corporate restructuring.
  • Asset transfers.
  • Estate freezing.
  • Coaching.