Your needs

Each stage of your life requires you to apply a distinct planning strategy. We can help you choose the one that best suits your situation. 

Selling or transferring the ownership of your company

A good business plan includes a succession strategy. Whether you intend to sell your company or transfer its ownership, we can help.

A good business plan always includes a succession strategy. Whether you intend to sell your company or transfer its ownership to a third party when you retire, it is important to have a transition plan in place.

You probably have a very good idea of what you want to accomplish with your business. But have you thought about what happens when you let go of the realm? Will it be part of your estate to a family member? Does the person you have in mind have the ability or desire to run your company? Do you wish to keep a key role in its operations, even after having transferred the leadership to someone else? Or is your intention to sell the company at a precise moment of its growth?

It is important to decide today what will happen to your business tomorrow. Planning this transition is complex but not doing so can have considerable impact on your financial health and that of your loved ones.

Contact your investment advisor to discuss your intentions and the different ways to ensure that your entrepreneurial wishes are respected. He will accompany you throughout this decision-making process, and help you find experts you can trust to execute your plan.