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
Suite 302 (Lower Level),
4299 Village Centre Court
Mississauga , Ontario L4Z 1S2

Direct : 416-998-5656
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