Business Services - Intergenerational Transfers

Business owners who have childen often consider transferring the business to one or more of them when they are ready to move on to other things or to retire. Planning such a transfer will help you ensure the continued success of your business. You will need to decide when the transfer should happen, taking into account how ready (competent) your child(ren) is, how well staff is prepared to accept the transfer, and how you will set up the financial and legal aspects. Finally, you will need to decide when the time is right for you.  PlanWright professional will be able to guide you through this planning process so that you will be able to make the transfer successfully.

Call 780 842 1370 to make an appointment to discuss your intergenerational transfer planning needs.