Succession Planning

Succession planning is a process for identifying and developing new leaders who can replace old leaders when they leave, retire or pass on. Succession planning increases the availability of experienced and capable employees that are prepared to assume these roles as they become available.

It is a complex process and raises multiple issues on the tax, legal and equity front for the business. Our team can assist in drafting and implementing a succession strategy, protecting the reputation of your brand and retaining knowledge. Making this challenging experience into an easy transition while maintaining the family’s prosperity for future generations.