{"id":2295,"date":"2026-09-18T22:32:10","date_gmt":"2026-09-18T22:32:10","guid":{"rendered":"https:\/\/yourwealthadvisor.ca\/?page_id=2295"},"modified":"2026-09-18T22:32:10","modified_gmt":"2026-09-18T22:32:10","slug":"ownership-transition","status":"publish","type":"page","link":"https:\/\/yourwealthadvisor.ca\/en\/ownership-transition\/","title":{"rendered":"Ownership Transition"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"2295\" class=\"elementor elementor-2295\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ot010001 e-flex e-con-boxed e-con e-parent\" data-id=\"ot010001\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ot010002 elementor-widget elementor-widget-heading\" data-id=\"ot010002\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<span class=\"elementor-heading-title elementor-size-default\">OWNERSHIP TRANSITION<\/span>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ot010003 elementor-widget elementor-widget-heading\" data-id=\"ot010003\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">What happens to ownership if one shareholder is suddenly gone?<\/h1>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-ot010010 e-flex e-con-boxed e-con e-parent\" data-id=\"ot010010\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ot010011 elementor-widget elementor-widget-heading\" data-id=\"ot010011\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Ownership risk is a funding question as much as a legal question.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ot010012 elementor-widget elementor-widget-text-editor\" data-id=\"ot010012\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>A shareholder agreement can describe what should happen, but the transition still needs a practical source of liquidity. Without funding, the remaining owners, the corporation and the departing shareholder\u2019s family can face competing financial pressures.<\/p><p>Planning starts by understanding who would buy, how value would be determined, when money would be required and what happens to control during the transition.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ot010013 elementor-widget elementor-widget-heading\" data-id=\"ot010013\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Planning considerations<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ot010014 elementor-widget elementor-widget-text-editor\" data-id=\"ot010014\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Shareholder agreements, valuation methods, insurance funding, corporate liquidity and tax\/legal structure should be considered together. Legal and tax advice belongs with the appropriate professionals.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-ot010020 e-flex e-con-boxed e-con e-parent\" data-id=\"ot010020\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ot010020a elementor-widget elementor-widget-text-editor\" data-id=\"ot010020a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><strong>RELATED BRIEFING<\/strong><br><a href=\"\/en\/shareholder-does-not-come-back\/\">What Happens When One Shareholder Doesn&#8217;t Come Back? \u2192<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ot010021 elementor-widget elementor-widget-heading\" data-id=\"ot010021\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<span class=\"elementor-heading-title elementor-size-default\">STRATEGIST\u2019S QUESTION<\/span>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ot010022 elementor-widget elementor-widget-heading\" data-id=\"ot010022\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">If a partner were gone tomorrow, who would have the obligation to buy \u2014 and where would the money come from?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Ownership transition planning for business owners: consider funding, shareholder continuity and what happens when ownership changes unexpectedly.<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center 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