Blog Layout

6 Tips for Succession Planning

Corporate • May 6, 2020

For business owners, succession planning should be a vital part of their strategy – even if the eventual exit from the enterprise is years or decades away.


However, a recent poll found that only 42 per cent of small business owners are uncertain about their retirement and almost half – 48 per cent don’t seek financial advice.



Use these six tips to evaluate if you’re paving a road for success or if you need to clear some bumps along the way.

P.S. Download our complete Business Succession Planning 101 E-book to understand what you should you know before you sell or wind down your business.



Speak to your advisor or contact one of our advisors to see how we can help.

By Corrado Tiralongo February 18, 2025
Trusting his word is like forecasting the weather with a magic eight ball – you’ll get an answer, but don’t expect it to be the same tomorrow.
10 ways to grow your RRSP
By Corporate February 14, 2025
It’s no secret that Canadians are increasingly relying on their own resources to fund their retirement. Here are ten strategies to help your RRSP grow and increase your retirement capital.
By Paul Punzo February 5, 2025
Although the proposed Canada-U.S. tariffs have been delayed for 30 days, we continue to monitor their potential economic and market impacts on both countries.
Share by: