Insights


Blog Layout

6 Tips for Succession Planning

Corporate • May 06, 2020

For business owners, succession planning should be a vital part of their strategy – even if the eventual exit from the enterprise is years or decades away.


However, a recent poll found that only 42 per cent of small business owners are uncertain about their retirement and almost half – 48 per cent don’t seek financial advice.



Use these six tips to evaluate if you’re paving a road for success or if you need to clear some bumps along the way.

P.S. Download our complete Business Succession Planning 101 E-book to understand what you should you know before you sell or wind down your business.



Speak to your advisor or contact one of our advisors to see how we can help.

By Corporate 08 May, 2024
After spending years on the sidelines of investor portfolios, high-interest savings accounts (HISAs) have surged in popularity.
By Corporate 17 Apr, 2024
Canada’s Federal Government released its new budget for the year ahead providing key details on important support programs. Our budget Infographic provides the key highlights.
The third week of February marked a crucial period for IPC Private Wealth clients.
By Lee Bowes 16 Apr, 2024
The third week of February marked a crucial period for IPC Private Wealth clients, featuring up to four major portfolio events.
Share by: