Succession, Buyers & Sellers

Life is so much more than taxes, don’t you agree? That’s why we specialize in helping clients who are looking to sell or buy a business, or those who may be considering transitioning their business to family or employees.

Succession Planning


Selling or buying a business is a complex and emotional process that requires expert guidance. It’s not just a matter of selling your products or services, there are many factors at play and emotions can run high. That’s why we work with a dedicated team of experts to guide you through every step of the process.


It’s not just about how much you sell for - it’s about how much you keep. But when it comes to any transaction, there are three parties involved: the seller, the buyer and the government. That’s why we focus on reducing the government’s piece of the pie, ensuring both the seller and the buyer come out as winners.


As a seller, you’ll need a team of professionals who can guide you through every step of the transaction to ensure that you get the best deal possible.

  • Business Broker: helping you market your business while maintaining strict confidentiality.
  • Valuator: providing you with a realistic & fair market price for your business.
  • Tax Accountant: ensuring both you and your buyer come out as winners in the sale.
  • Lawyer: helping ensure all the necessary documentation is in place for the transaction.
  • Financial Planner: helping you make the most of your newfound wealth.

We can’t play every position on your team, but we can coordinate the team to ensure everyone is working together to get you where you want to be.

Selling your business? Get in touch with us today to learn more about how we can help you navigate the complex process of succession planning.


Are you sure you’re getting what you’re paying for? Fiscal due diligence is a must! Our team can help to ensure that you’re making a sound investment, and that you understand exactly what you’re getting into.

Setting up your purchase properly can provide significant savings, both immediately and down the road. It’s essential to understand the best structure for your purchase, so that you can maximize your returns and minimize your risks.

If you’re considering purchasing a business, don’t take any chances – reach out to us now to learn more about how we can help you with fiscal due diligence and structuring your purchase for maximum benefit.

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