Strategic Business Planning & Transfer of Management A three to five-year business plan is a foundation on which the succession plan can be built. Successors must develop management skills to successfully run the business in the future. Without good management, the business will not thrive.   Estate Planning and Succession Services include: Business Succession - including priority for those children not in the business Estate Liquidity - keeping families and businesses intact in case of premature death Buy-Out - getting the "sweat equity" out of your business Partnerships/Shareholders - buy-sell funding Special Asset Transfers - cottages, U.S. properties Creditor-Proofing assets Estate and Trust accounting tax return preparation Financial counselling to beneficiaries Crystallization of small business capital gains exemption Minimization of income taxes and probate fees Acting as trustee
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