BMO Financial Group business banking | français
The Succession Source



"This book is a must read for business families in their plans to transfer to the next generation of management, operation and ownership of their businesses. It provides real-world examples of these transitions and highlights the pitfalls and learning associated with succession planning"


Get a Free Copy

What's Next for Your Business?

Succession planning is something every business owner must face at some point in the life cycle of their business. It’s a process that can be complex and one that all too many business owners tend to put off until it’s imminent.

This site contains a great number of resources to provide business owners with the necessary information to help them to work through the issues they face along the road to a successful succession plan. And, our specialists can help you to make the process straightforward and successful.

Follow a step-by-step process to help guide you along the way. It’s a succession roadmap and contains information for every stage of the process. You can either use it one step at a time or you can print the entire workbook as a single document and use it to guide your thinking.

Just click an area on the roadmap for a detailed guide.

Assess personal & family needs, goals & vision for your business Business needs analysis Development of options Establish business value Retirement planning Estate & tax planning Prepare for sale or tansition Family transition planning Finalize wealth management plan


privacy | legal | security