Find Us

  (519) 763-2268

  (519) 843-1050

Guelph Office: 30 Norwich Street East - Guelph, ON - N1H 2G6

Fergus Office: 265 Bridge Street, Unit #3 - Fergus, ON - N1M 1T7

Succession Planning

As a business owner, building a successful business is a life-long journey, and at some point you may want to take a step back and let someone else take it over. This can be a very challenging decision and one that you do not take lightly. Proper succession planning requires not only financial considerations, but personal considerations as well.

We have worked with many of our business throughout every stage of their growth, and understand what an important decision letting go is. Whether you are planning to pass your business to a family member, or sell it to a third party you will need a guide through this process.

Our team of professionals and advisors are here to provide you with the expertise to create a plan that allows you to meet your goals and objectives. There is a lot of planning that goes into this process and at Curtis-Villar we help you to customize your exit strategy.