Business Succession Planning

If you’re a business owner, we can help you protect the business you have worked so hard to build, maximize its value and transfer ownership smoothly and tax-effectively.

We will work together to review all the options available to you and help you plan accordingly, from establishing buy-sell agreements to family limited partnerships and limited liability companies.

Individual Pension Plans (IPP's) and Retirement Compensation Agreements (RCA's) are also valuable tools for business owners planning the succession. In the end, it means keeping more of your hard earned wealth for you, your family, and your heirs.