Business Succession Planning

Business Succession Planning is a strategy to ensure personal and financial security when transferring the ownership of a business from one generation to the next.
You should be able to answer the following questions:
  • What will happen to my business in the event of my death, disability or retirement?
  • How will my family or I get money out of the business?
  • To what extent will my children be involved in the business? Who will run it?
  • Are the key managers adequately insured?
  • If I sell the business, how should the sale be structured?

Having a sound Business Succession Plan in place will give you and your investors peace of mind knowing that your business is financially protected, regardless of what the future may hold.

A complete financial planning for your business requires a succession plan that considers your personal and business situation. Learn how Sunil Bhushan can help in Mississauga, Brampton, Oakville and Richmond Hill.

Wholelife Financial Services

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