Business Succession Planning

At this point in your life, your determination and focus on business has led you to create significant wealth.

What’s next?

No doubt you can build and create more wealth, but odds are that may not be what you’re looking for. In the vast majority of cases, owners want to see their business continue to operate successfully after their departure from active management. At the same time they want to ensure that it is done it a way that derives significant benefits to them personally.

It has been our experience that business owners are generally selfless people, often putting the needs of the business and its employees before their own. It is this sort of behaviour that so often makes a business successful; however, when the time comes for a business owner to start realizing and withdrawing value from the business, a new challenge is faced.

This is where we can help. Our counselling and experience provides guidance throughout the planning and execution phases of your succession. We understand that just like building a business, attaining your financial independence and then protecting this wealth is a process – one that takes time, knowledge and expertise.

The boundary is time and we understand your time is valuable and want to make sure it’s well used. That’s one of the important reasons that clients come to work with us here at the JBS Group.

WorldSource Securities CTA

Worldsource Securities Inc., Member of the Canadian Investor Protection Fund www.cipf.ca, Member of the Investment Industry Regulatory Organization of Canada (IIROC) www.iiroc.ca and sponsoring investment dealer of the JBS Group Wealth Consultants, Buckley Patterson Shaw Securities and Jobe Wealth Consultants. Learn about advisors regulated by IIROC IIROC AdvisorReport.