{"id":2297,"date":"2026-09-18T22:32:10","date_gmt":"2026-09-18T22:32:10","guid":{"rendered":"https:\/\/yourwealthadvisor.ca\/?page_id=2297"},"modified":"2026-09-18T22:32:10","modified_gmt":"2026-09-18T22:32:10","slug":"succession-exit","status":"publish","type":"page","link":"https:\/\/yourwealthadvisor.ca\/en\/succession-exit\/","title":{"rendered":"Succession &#038; Exit"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"2297\" class=\"elementor elementor-2297\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-sx010001 e-flex e-con-boxed e-con e-parent\" data-id=\"sx010001\" 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-sx010002 elementor-widget elementor-widget-heading\" data-id=\"sx010002\" 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\">SUCCESSION &amp; EXIT<\/span>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-sx010003 elementor-widget elementor-widget-heading\" data-id=\"sx010003\" 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 are you actually building the business toward?<\/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-sx010010 e-flex e-con-boxed e-con e-parent\" data-id=\"sx010010\" 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-sx010011 elementor-widget elementor-widget-heading\" data-id=\"sx010011\" 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\">Exit planning starts before an exit is visible.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-sx010012 elementor-widget elementor-widget-text-editor\" data-id=\"sx010012\" 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>The future owner may be a family member, a partner, an employee, an outside buyer \u2014 or no one yet identified. Each possibility changes the questions around value, liquidity, retirement income, tax exposure, family fairness and timing.<\/p><p>A strong transition plan is not only about leaving. It is about making the business less dependent on a single future outcome.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-sx010013 elementor-widget elementor-widget-heading\" data-id=\"sx010013\" 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-sx010014 elementor-widget elementor-widget-text-editor\" data-id=\"sx010014\" 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>Succession, retirement income, ownership transfer, insurance, estate equalization and liquidity can all intersect. Tax and legal implementation should be coordinated 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-sx010020 e-flex e-con-boxed e-con e-parent\" data-id=\"sx010020\" 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-sx010020a elementor-widget elementor-widget-text-editor\" data-id=\"sx010020a\" 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-sx010021 elementor-widget elementor-widget-heading\" data-id=\"sx010021\" 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-sx010022 elementor-widget elementor-widget-heading\" data-id=\"sx010022\" 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 the business became transferable tomorrow, who would you want to own it next \u2014 and why?<\/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>Succession and exit planning for business owners: connect retirement, sale, ownership transition, estate liquidity and legacy decisions.<\/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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