Protect the future of your small business after your retirement, disability or death, by putting a Business Succession Plan in place.
Buy and download articles, checklists and sample Succession Plans to help guide you through the process. Find out the pros and cons of leaving your business to family members or senior employees or management. Learn about all the issues you need to consider when deciding whether to pass on the business, wind it up, or sell it.
Our Business Succession Planning forms are in common formats (MS Office, PDF) and are easy to use and understand.
Business & Personal Planning Considerations
Do you have questions about your business and personal estate planning? Download this free overview of several business scenarios entitled "Business & Personal Planning Considerations". Each of the examples in the article strongly indicates a need for a considered and detailed business and estate...
Price: $0.00 Learn More
Business Succession Planning (Canada)
Canadian small business owners, plan for the future of your business - learn what you need to know about Business Succession Planning in this 8-page article. The article describes the different types of business structures under Canadian laws, the pros and cons of each type of corporate entity. I...
Price: $10.00 Learn More
Checklist for Preparing Shareholder Buy-Sell Agreements (Canada)
What would happen to your business if one of the owners dies or can no longer continue? Use this Checklist for Canadian companies to help you address all of the matters you need to consider in preparing a Shareholder Buy-Sell Agreement. Topics included in the Checklist are: qualification of shar...
Price: $15.00 Learn More
Management Buyouts - Selling Out to Senior Management
Learn how to include senior employees in your business succession plan with this guide entitled Management Buyouts: Selling Out to Senior Management. Many small business owner managers think about including senior employees in their succession plan, either because of previous commitments made to ...
Price: $25.00 Learn More
Ownership Succession Plan for Small Business
Do you own a small business? Plan for the future, make sure that the business continues on after you retire with this sample Ownership Succession Plan. This sample Succession Plan is designed to assist the owners of a family operation or other small business in planning for the future of the busi...
Price: $15.00 Learn More
Succession Planning 101 - Building "Success" Into Your Succession Plan
Plan for the future of your business with this 8-page guide entitled "Succession Planning 101 - Building 'Success' Into Your Succession Plan". Sooner or later illness, death or old age will force you to either pass on your business or wind it up. But most owner managers have no succession plan in...
Price: $15.00 Learn More
Succession Planning and the Family Business
Are you planning to pass on your family business to your children? "Succession Planning and the Family Business" will guide you through the issues to consider when planning a succession / exit strategy to allow you to retire from the business. Topics include: examining the reasons for leaving t...
Price: $15.00 Learn More
Top 10 Tips to a Winning Exit Strategy
Download this 8-page article to learn the Top 10 Tips to a Winning Exit Strategy. The article, written by Phil Thompson, business lawyer and corporate counsel practicing in Ontario, Canada, is intended to help small business owners and managers prepare a succession plan to ensure that their busin...
Price: $10.00 Learn More
Order by Phone 1-866-634-2369
