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Resource Centre

 

Business Succession

Why Plan Now?

Not expecting to go anywhere soon? Your mortality or current age is not really what this is about.

Creating a retirement plan now and fine-tuning it periodically lets you begin a process that:

  • protects the full value of your investment;
  • generates a potential income stream for retirement or disability;
  • reduces or defers the tax impact on your estate, spouse and family;
  • creates a smooth management transition with little or no business disruption;
  • allows family members or key employees to confidently assume ownership; and
  • enhances the overall worth and strategic direction of your business.

Still need convincing? Consider the significant personal, operational and strategic benefits that can flow from starting your retirement planning now - no matter how old you are!