BUSINESS SUCCESSION PLANNING

Realize the value you have built by making an organized exit from a sustainable, manageable business.

Turnkey Business Succession Planning

To be effective, your succession plan needs to be:

Comprehensive
Adapted to your situation
Aligned to your needs

Keep your successor’s objectives in mind:

Manageable business
Sustainable enterprise
Platform for growth

Are You Prepared?

Functional transition
Manageable enterprise
Capturing value

Path to Effective Succession:

Strategy
Building the plan
Versatile, cost effective

Start Now!

Interview and checklist for efficient organization
Proposal for action
Proceed with confidence

 Have Questions?

If you need additional information or would like to schedule a no-obligation meeting, please don’t hesitate to reach out.

Mark Olson
Managing Partner
Email Mark

Gord Forbes
Managing Principal – Alberta
Email Gord

Stephen Kendall
Managing Principal – BC
Email Stephen

Case Study

A succession plan required someone other than the father to mentor his two sons to take over the agri-services retail business