Strategic Wealth Planning for What Comes Next

A practical roadmap for Canadian business owners managing wealth, family and purpose after a sale.

The deal is closed. The wire has cleared. What comes next is quieter than the sprint of building, but not simpler. The pressures shift from board packs and deadlines to tax instalments, distribution schedules, and family questions about what comes next.

Most founders are surprised by how quickly small details compound: an earnout milestone, a dividend decision, a philanthropic commitment. Without a framework, every request feels urgent, and wealth becomes another source of stress.

This guide shows how to replace drift with structure. It offers a system of pacing rules, governance calendars, and clear draw policies that reduce surprises, keep options open, and let you live inside your wealth without turning every decision into a crisis.

  • Cash & Draws — Install a monthly draw and pacing plan you can rely on.
  • Structure & Tax — Sequence dividends, trusts, and governance to avoid surprises.
  • Purpose & Continuity — Align family participation and philanthropy without losing control.

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