Succession Planning

Over the next 10 years, more than 70% of Canadian family-owned businesses will change ownership, whether by sale or transition to the next generation and most of them do not have a plan.  It is critical to develop a succession plan to manage this change and protect the value of the business that you have worked so hard to build. At Fuller Landau, we can help you devise a plan that will allow for the smooth transition of the management and/or ownership of your business while being mindful of the complexities of family dynamics.

Through a highly personalized and multi-disciplined planning process, we focus on aligning all aspects of your family and financial goals.  Our diverse team of experts provide integrated services in the areas of:

  • Family Advisory and Communication
  • Business Advisory
  • Tax and Estate Planning
  • Business Valuation
  • Corporate Finance
  • Mergers and Acquisitions
  • Wealth Management

For further information on succession planning, please contact Bruce Roher

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