2025 Succession Readiness Report
Dig into key transition insights from more than 550 Canadian business leaders in our 2025 Succession Readiness Report. Find out how you measure up and learn the steps to take to confidently manage transition planning. Are you ready for the future?
Established
You need a plan to ensure your business continues to create value. Here are insights you might find useful.
-
Family focus: The non-technical or family component of succession
The best succession plans focus on the non-technical component such as family communication, family values, family dynamics and family expectations.
-
Looking beyond tax — planning for the use and ownership of the family vacation property
Owning and managing a family vacation property between generations requires you to consider more than just the tax questions.
-
Succeeding at Family Business Succession Planning
Communication, governance, grooming and fair vs. equal are important principals to keep in mind when developing a succession plan.
Take the ExitSMART™ Assessment
Is your succession planning on the right track? Find out with our ExitSMART™ assessment tool.