A Strategic Guide to a Sale On Your Terms

A practical roadmap for Canadian business owners planning a future sale, succession or transition

Most owners underestimate how complex a sale or transition becomes. Taxes, timing, and family dynamics all collide at once. This guide outlines what to expect, the sequence that matters, and how to protect the value you’ve built.

  • Deal Readiness — Learn what buyers, banks, and advisors look for.
  • Tax & Timing — Understand the hidden traps that can erode value.
  • Family & Continuity — Keep decisions aligned across generations.

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