Succession Planning

When you have built a business you are proud of, the decision to exit may be one of the hardest decisions you will ever make.

Employee Share Ownership Plans (ESOPs) are the ideal way for small to medium-sized Canadian business owners to create a succession plan that allows you to realized your earned value while leaving the company you built ready to grow in the hands of your employees.

You don’t have to either close your business, or sell to a stranger. Selling shares to employees offers a win-win solution. We can help you design a three-point exit strategy and succession plan. We always tailor the plan to the unique company and owner.

We ensure:

  • You get your value out
  • You company can sustain itself in the future
  • Legacy. Preserve the values and ideology your company was built on.
  • DST Case Study

Our commitment to you: A tailored plan, communicated well, implemented flawlessly. To learn more about what an ESOP succession plan could look like, contact us today.