Business succession planning
Whether you sell outright or pass the reigns on to the next generation, our advisors and team of experts can help you plan for a successful transfer of your business, including:
- Navigating the key tax issues associated with the purchase and sale of a business
- Accessing the lifetime capital gain exemption – what are the criteria?
- Understanding shareholder agreements and the potential restrictions they may place on your succession planning
- Exploring how insurance can play a key role in succession planning
- Building a well-diversified investment portfolio inside and/or outside the business that can continue to generate income for years