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?
Growth
Your business needs are becoming more complex. Here are insights you might find useful.
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How a family office can help you build wealth
You’ve worked hard to build wealth for your family. Using a family office can help you educate the next generation and build a comprehensive strategy that will last for generations to come.
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Who will your executor be? Making the right choice
Who will be responsible for executing your will after your death? Here’s what you need to know before choosing a family member, friend, or a corporate trustee.
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Rewarding and retaining employees with employee-share-ownership or profit-sharing plans
Create deeper ties between staff and the business while rewarding your key employees with innovative approaches to business.
Take the ExitSMART™ Assessment
Is your succession planning on the right track? Find out with our ExitSMART™ assessment tool.