The silver tsunami is a reality shaping the future of Canadian business. 

Our recent Succession Readiness Report revealed that while most owners have thought about their exit objectives, few have taken concrete steps to formalize a plan. This gap between intention and action is where risk lives — risk to business value, to employees, and to family harmony.

Succession planning doesn’t have to be overwhelming. Start with a conversation and a simple outline of your goals. From there, the plan can evolve as your business grows. The earlier you act, the more options you have to protect your business.

Kerry Smith, CPA, CA, TEP

National Leader, Family Office Services