(587)999-9555
admin@gregsmyth.ca
Facebook
Twitter
LinkedIn
Greg Smyth
  • HOME
  • ABOUT
    • ABOUT
    • Privacy Statement and Website Terms of Use
  • SERVICES
    • Business Stages
      • Business Continuation
      • Business Succession
      • Executive Benefits
      • Group Benefits
    • Life Stages
      • Starting your career
      • Growing Families
      • Mature Families
      • Preparing for Retirement
      • Retirees
    • Association Health & Dental
    • Health Care Plans & Critical Illness
    • Travel Insurance
  • BLOG
  • CONTACT

Business Succession

Business Succession

Business succession planning is a process designed to assist the business owner to transition out of business and transfer ownership of business at the time of retirement while maximizing the business owner’s personal financial security.

Who's this for?
Benefits
Who's this for?
  • Key Person
  • Shareholder
  • Buy Sell Arrangement
  • Business Loan/Overhead Risk
Benefits
  • Value of your business can represent a substantial source of income in retirement, therefore proper succession planning can ensure that the risks to your lifestyle in retirement is minimized.
  • If your hope is to have your business continued by one or more family members, then you will likely need to coordinate your business plan with your estate plan and explore any tax deferral opportunities.
  • Any unforeseen events could lead to problems in your business without proper planning. Advanced planning can ensure that you, your business and family are protected.
Contact

Latest News

Five Financial Products You Should Own

August 12, 2012import

By Brenda Spiering, Editor, BrighterLife.ca You don’t need to be born with a silver spoon in your mouth to build wealth. With the right products, you can grow and protect a healthy nest egg. Here are five key financial products…

Protect Your Children’s Standard of Living

July 30, 2012import

Raising a family means taking on a lot of responsibility.  You need to think about protecting your financial futures as well as those of your children. That means insuring your lives, protecting your income and covering your debt so that your children…

Go Play Outside

July 11, 2012import

I always hear lamentations about what a chore exercise is and how it’s so hard to drag yourself to the gym.  If you don’t love the burn from a hard spin class or that red-faced-sweaty feeling you get after a…

Posts navigation

< 1 … 58 59 60 61 62 >

Contact Us

Gregory A. Smyth CLU, Ch FC
GSI Estate & Retirement Planning
admin@gregsmyth.ca
(587) 999-9555
6327 Bowness Road NW
Calgary, AB
T3B 0E4

About

With over 40 years of experience and connections with other professional advisors, Greg is well-positioned to help individuals and corporations with their various financial needs.

Latest News

    Feed has no items.
© 2017 Financial Tech Tools