Succession Planning

How Can We Help You With A Successful Transition?

If you are contemplating a sale or retirement, getting an early start on planning is vital.  Your succession plan may involve a family transition.  These often carry more complexity due to more stringent tax considerations as well as family dynamics.  Management buyouts are another frequent outcome.  In either case we have helped many entrepreneurs successfully transition their life’s work.

We can assist you with:

  • Modification to the asset mix of your business to promote access to capital gains exemptions
  • Identification of an option for sale
  • An estimate of the tax arising under various sale options
  • A review of your will and estimation of estate taxes

Interested in Working with HWLLP?

How can we help you achieve your business and financial goals?

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Hendry Warren LLP
Chartered Professional Accountants
881 Lady Ellen Place, Suite 200,
Ottawa ON, K1Z 5L3

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613.235.2000
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