You’ve built your business with grit, discipline, and long hours. You’ve poured yourself into every decision, every challenge, every victory. Now, as you look ahead to your next chapter, one question rises above the rest: What happens next?
At Green Group Private Wealth Management, we specialize in business succession planning for owners who want more than a clean exit. They want continuity. Clarity. And confidence that everything they’ve built will transition with care and precision. Whether you’re passing the reins to family, selling to your management team, or preparing for a third-party sale, we provide a structured, high-touch process to help you make every decision count.
Structure in a Time of Uncertainty
Succession planning often marks the most emotionally charged and financially complex phase of a business owner’s journey. That’s why our approach is rooted in discipline and structure—not guesswork. With clearly defined team roles and a multi-meeting process, we bring calm to the chaos and ensure every moving part is accounted for.
From tax strategies and ownership structures to legal considerations and valuation discussions, we oversee each component with meticulous attention to detail. Our clients aren’t left wondering what comes next. They’re guided every step of the way—with clarity, confidence, and a plan that holds up under pressure.
Your Priorities, Translated Into Strategy
In a business exit, there are many voices—accountants, lawyers, advisors. At Green Group, we ensure the one that matters most—yours—remains front and centre. We act as your strategic partner, aligning professionals and decisions with your values and goals.
Whether your priority is keeping the business in the family, maximizing sale value, protecting employees, or ensuring tax efficiency, we tailor your succession plan to reflect what matters to you. We coordinate the technical aspects, so you can focus on what’s truly important: legacy, continuity, and peace of mind.
Maximizing Value With a Business Exit Strategy
You deserve to walk away on your terms—and with the value you’ve earned. That means preparing your business to be not just salable, but irresistible.
We help identify and resolve vulnerabilities, optimize cash flow, and highlight your business’s strengths. From operational refinements to capital structure reviews, we take a deep dive into your business to uncover untapped potential and improve buyer readiness.
Then, we build your business exit strategy—a tailored roadmap that includes:
- Eligibility analysis for the lifetime capital gains exemption
- Tax-efficient sale or transfer structures
- Review of shareholder and buy-sell agreements
- Integration of personal and corporate financial plans
Family Succession Without Family Friction
Passing a business to the next generation is a meaningful choice—but not a simple one. Family dynamics, fairness, and preparedness all come into play. Our multi-generational planning approach ensures everyone is aligned, informed, and heard.
We help you:
- Define clear roles and expectations
- Prepare heirs with education and mentorship
- Structure ownership and voting rights
- Balance equalization strategies for non-involved family members
The goal? A succession that strengthens family unity—not divides it.
Third-Party Sales and Management Buyouts
Not every business stays in the family—and that’s okay. Whether your management team is ready to lead or an outside buyer offers new possibilities, we guide the transaction with due diligence and detail. Our role is to ensure that your succession planning decision protects your wealth, supports your goals, and unfolds with precision.
We manage the process from negotiation to close, including:
- Tax-efficient deal structuring
- Coordination with legal and valuation experts
- Retirement and estate integration
- Liquidity and income planning post-sale
Tax Efficiency Built Into Every Step
A business sale or transfer can trigger significant tax consequences. Our job is to reduce or defer as much of that liability as possible. We use smart, proactive tax planning to keep more wealth in your hands.
From the lifetime capital gains exemption to corporate surplus planning and income splitting, we structure your plan to maximize value—not hand it over to the CRA.
What Makes Green Group Different
What sets us apart is the rigour of our process. Business succession planning isn’t something we do off the side of our desk—it’s a core part of our practice, built on the same uncompromising detail that defines all of Green Group’s work.
We don’t hand you a one-size-fits-all checklist. Instead, we build a fully integrated, deeply personal plan that reflects your business, your family, and your future. Clients often say they’ve never experienced this level of clarity and care in financial planning—and that’s exactly how we like it.
Your Business, Your Legacy
This isn’t the end of the story—it’s a transition into your next chapter. At Green Group Private Wealth Management, we help you protect what you’ve built, transfer it with intention, and feel confident every step of the way.
Book a meeting with Green Group today to begin building a business succession strategy that works for your life, your family, and your legacy.