{"id":30442,"date":"2026-02-12T21:16:09","date_gmt":"2026-02-12T20:16:09","guid":{"rendered":"https:\/\/www.richter.ca\/?post_type=insights&p=30442"},"modified":"2026-02-20T19:36:37","modified_gmt":"2026-02-20T18:36:37","slug":"quand-faut-il-amorcer-la-planification-de-la-releve-des-maintenant","status":"publish","type":"insights","link":"https:\/\/www.richter.ca\/fr\/nos-reflexions\/quand-faut-il-amorcer-la-planification-de-la-releve-des-maintenant\/","title":{"rendered":"Quand faut-il amorcer la planification de la rel\u00e8ve? D\u00e8s maintenant."},"content":{"rendered":"
\n

La planification de la rel\u00e8ve n\u2019est pas un \u00e9v\u00e9nement futur, c\u2019est une responsabilit\u00e9 actuelle.<\/p>\n

Dans cet article du Globe and Mail<\/a>, Bill McLean<\/a> et Greg Moore<\/a><\/strong>, associ\u00e9s, expliquent pourquoi les propri\u00e9taires d\u2019entreprise doivent amorcer t\u00f4t la planification de la transition. La rel\u00e8ve constitue l\u2019un des moments les plus d\u00e9terminants dans la trajectoire d\u2019une entreprise familiale, puisqu\u2019elle touche \u00e0 la structure de l\u2019actionnariat, \u00e0 la gouvernance, \u00e0 la pr\u00e9paration des futurs dirigeants et aux relations familiales.
\nEngager la discussion en amont permet aux familles de clarifier leurs intentions, d\u2019\u00e9valuer la pr\u00e9paration de la rel\u00e8ve selon le m\u00e9rite et l\u2019exp\u00e9rience, et d\u2019\u00e9tablir des cadres d\u00e9cisionnels formels qui harmonisent les objectifs d\u2019affaires avec la dynamique familiale.<\/p>\n

\n

\u00ab En l\u2019absence d\u2019une vision claire des intentions futures, les familles ont tendance \u00e0 revenir \u00e0 leurs r\u00f4les naturels de parents, de fr\u00e8res et s\u0153urs ou d\u2019enfants, plut\u00f4t que d\u2019agir comme propri\u00e9taires et dirigeants. \u00bb<\/p>\n<\/blockquote>\n

Si votre famille commence \u00e0 envisager la prochaine \u00e9tape, nous pouvons vous accompagner d\u00e8s maintenant afin d\u2019amorcer la d\u00e9marche et de b\u00e2tir un plan int\u00e9gr\u00e9 qui prot\u00e8ge \u00e0 la fois votre entreprise et votre h\u00e9ritage pour les g\u00e9n\u00e9rations \u00e0 venir.<\/p>\n<\/div>\n\n\n

\n

<\/p>\n<\/blockquote>\n\n\n

\n
\n Pour d\u00e9couvrir comment nous pouvons vous accompagner, communiquez avec Bill McLean et Greg Moore.<\/span>
\n Afficher tout<\/a>\n <\/div>\n <\/div>\n
\n \n
\n \"\"\n
\n

Greg Moore<\/h3>\n
CFA<\/div>\n <\/div>\n <\/div>\n <\/a>\n \n
\n \"\"\n
\n

Bill McLean<\/h3>\n
B.Comm, FEA, ACC\/CPCC<\/div>\n <\/div>\n <\/div>\n <\/a>\n <\/div>\n <\/div>\n\n
\n
\n
\n

Related Articles<\/h2> <\/div>\n
\n
\"\"<\/div>\n
\n
<\/div>\n

Building the Future of Family Office Investing<\/h3>\n Anik Lanthier shares how she\u2019s shaping the future of family office investing\u2014integrating strategy, governance, and family wealth. <\/div>\n <\/a>\n \n
\"\"<\/div>\n
\n
Richter News<\/div>\n

Effective Succession Planning: 6 Questions to Ask & 6 Steps to Take Before Getting Started<\/h3>\n You\u2019ve worked hard to build a successful business … <\/div>\n <\/a>\n <\/div>\n \n
\n <\/div>\n <\/div>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"

La planification de la rel\u00e8ve n\u2019est pas un \u00e9v\u00e9nement futur, c\u2019est une responsabilit\u00e9 actuelle. D\u00e9couvrez pourquoi une d\u00e9marche pr\u00e9coce est essentielle pour harmoniser actionnariat, gouvernance, pr\u00e9paration des dirigeants et dynamique familiale au sein des entreprises familiales.<\/p>\n","protected":false},"featured_media":30441,"template":"","insights-type":[1356],"class_list":["post-30442","insights","type-insights","status-publish","has-post-thumbnail","hentry","insights-type-planification-de-la-transition-et-de-la-succession"],"acf":[],"yoast_head":"\nQuand faut-il amorcer la planification de la rel\u00e8ve? D\u00e8s maintenant. - Richter<\/title>\n<meta name=\"description\" content=\"La planification de la rel\u00e8ve n\u2019est pas un \u00e9v\u00e9nement futur, c\u2019est une responsabilit\u00e9 actuelle. D\u00e9couvrez pourquoi une d\u00e9marche pr\u00e9coce est essentielle pour harmoniser actionnariat, gouvernance, pr\u00e9paration des dirigeants et dynamique familiale au sein des entreprises familiales.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Quand faut-il amorcer la planification de la rel\u00e8ve? D\u00e8s maintenant. - Richter\" \/>\n<meta property=\"og:description\" content=\"La planification de la rel\u00e8ve n\u2019est pas un \u00e9v\u00e9nement futur, c\u2019est une responsabilit\u00e9 actuelle. D\u00e9couvrez pourquoi une d\u00e9marche pr\u00e9coce est essentielle pour harmoniser actionnariat, gouvernance, pr\u00e9paration des dirigeants et dynamique familiale au sein des entreprises familiales.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.richter.ca\/fr\/nos-reflexions\/quand-faut-il-amorcer-la-planification-de-la-releve-des-maintenant\/\" \/>\n<meta property=\"og:site_name\" content=\"Richter\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/Richtercanada\/\" \/>\n<meta property=\"article:modified_time\" content=\"2026-02-20T18:36:37+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/richterca.tor1.digitaloceanspaces.com\/wp-content\/uploads\/2026\/02\/thumbnail_2026_bfo_globemail_article.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1080\" \/>\n\t<meta property=\"og:image:height\" content=\"1035\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@richtercanada\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.richter.ca\/fr\/nos-reflexions\/quand-faut-il-amorcer-la-planification-de-la-releve-des-maintenant\/\",\"url\":\"https:\/\/www.richter.ca\/fr\/nos-reflexions\/quand-faut-il-amorcer-la-planification-de-la-releve-des-maintenant\/\",\"name\":\"Quand faut-il amorcer la planification de la rel\u00e8ve? D\u00e8s maintenant. - Richter\",\"isPartOf\":{\"@id\":\"https:\/\/www.www.richter.ca\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.richter.ca\/fr\/nos-reflexions\/quand-faut-il-amorcer-la-planification-de-la-releve-des-maintenant\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.richter.ca\/fr\/nos-reflexions\/quand-faut-il-amorcer-la-planification-de-la-releve-des-maintenant\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/richterca.tor1.digitaloceanspaces.com\/wp-content\/uploads\/2026\/02\/thumbnail_2026_bfo_globemail_article.png\",\"datePublished\":\"2026-02-12T20:16:09+00:00\",\"dateModified\":\"2026-02-20T18:36:37+00:00\",\"description\":\"La planification de la rel\u00e8ve n\u2019est pas un \u00e9v\u00e9nement futur, c\u2019est une responsabilit\u00e9 actuelle. D\u00e9couvrez pourquoi une d\u00e9marche pr\u00e9coce est essentielle pour harmoniser actionnariat, gouvernance, pr\u00e9paration des dirigeants et dynamique familiale au sein des entreprises familiales.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.richter.ca\/fr\/nos-reflexions\/quand-faut-il-amorcer-la-planification-de-la-releve-des-maintenant\/#breadcrumb\"},\"inLanguage\":\"fr-FR\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.richter.ca\/fr\/nos-reflexions\/quand-faut-il-amorcer-la-planification-de-la-releve-des-maintenant\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\/\/www.richter.ca\/fr\/nos-reflexions\/quand-faut-il-amorcer-la-planification-de-la-releve-des-maintenant\/#primaryimage\",\"url\":\"https:\/\/richterca.tor1.digitaloceanspaces.com\/wp-content\/uploads\/2026\/02\/thumbnail_2026_bfo_globemail_article.png\",\"contentUrl\":\"https:\/\/richterca.tor1.digitaloceanspaces.com\/wp-content\/uploads\/2026\/02\/thumbnail_2026_bfo_globemail_article.png\",\"width\":1080,\"height\":1035},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.richter.ca\/fr\/nos-reflexions\/quand-faut-il-amorcer-la-planification-de-la-releve-des-maintenant\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Richter\",\"item\":\"https:\/\/www.richter.ca\/fr\/accueil\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Insights\",\"item\":\"https:\/\/www.www.richter.ca\/fr\/nos-reflexions\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Quand faut-il amorcer la planification de la rel\u00e8ve? D\u00e8s maintenant.\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.www.richter.ca\/#website\",\"url\":\"https:\/\/www.www.richter.ca\/\",\"name\":\"Richter\",\"description\":\"Un site utilisant WordPress\",\"publisher\":{\"@id\":\"https:\/\/www.www.richter.ca\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.www.richter.ca\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"fr-FR\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.www.richter.ca\/#organization\",\"name\":\"Richter\",\"url\":\"https:\/\/www.www.richter.ca\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\/\/www.www.richter.ca\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.richter.ca\/wp-content\/uploads\/2018\/08\/logo.png\",\"contentUrl\":\"https:\/\/www.richter.ca\/wp-content\/uploads\/2018\/08\/logo.png\",\"width\":128,\"height\":24,\"caption\":\"Richter\"},\"image\":{\"@id\":\"https:\/\/www.www.richter.ca\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/Richtercanada\/\",\"https:\/\/x.com\/richtercanada\",\"https:\/\/www.instagram.com\/richtercanada\",\"https:\/\/www.linkedin.com\/company\/richter\/?trk=hb_tab_compy_id_255303\"],\"address\":[{\"@type\":\"PostalAddress\",\"addressLocality\":\"Montreal, QC, Canada\",\"postalCode\":\"H3A 0G6\",\"streetAddress\":\"1981 McGill College, #1100 The Richter Tower\"},{\"@type\":\"PostalAddress\",\"addressLocality\":\"Toronto, ON, Canada\",\"postalCode\":\"M5J 2T3\",\"streetAddress\":\"181 Bay St. #3510 Bay Wellington Tower\"},{\"@type\":\"PostalAddress\",\"addressLocality\":\"Chicago, IL, United States\",\"postalCode\":\"60606\",\"streetAddress\":\"200 South Wacker, #3100\"}],\"contactPoint\":[{\"@type\":\"ContactPoint\",\"telephone\":\"+1-514-934-3400\",\"contactType\":\"Montreal office\"},{\"@type\":\"ContactPoint\",\"telephone\":\"+1-416-488-2345\",\"contactType\":\"Toronto office\"},{\"@type\":\"ContactPoint\",\"telephone\":\"+1-312-828-0800\",\"contactType\":\"Chicago office\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Quand faut-il amorcer la planification de la rel\u00e8ve? D\u00e8s maintenant. - Richter","description":"La planification de la rel\u00e8ve n\u2019est pas un \u00e9v\u00e9nement futur, c\u2019est une responsabilit\u00e9 actuelle. D\u00e9couvrez pourquoi une d\u00e9marche pr\u00e9coce est essentielle pour harmoniser actionnariat, gouvernance, pr\u00e9paration des dirigeants et dynamique familiale au sein des entreprises familiales.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"og_locale":"fr_FR","og_type":"article","og_title":"Quand faut-il amorcer la planification de la rel\u00e8ve? D\u00e8s maintenant. - Richter","og_description":"La planification de la rel\u00e8ve n\u2019est pas un \u00e9v\u00e9nement futur, c\u2019est une responsabilit\u00e9 actuelle. D\u00e9couvrez pourquoi une d\u00e9marche pr\u00e9coce est essentielle pour harmoniser actionnariat, gouvernance, pr\u00e9paration des dirigeants et dynamique familiale au sein des entreprises familiales.","og_url":"https:\/\/www.richter.ca\/fr\/nos-reflexions\/quand-faut-il-amorcer-la-planification-de-la-releve-des-maintenant\/","og_site_name":"Richter","article_publisher":"https:\/\/www.facebook.com\/Richtercanada\/","article_modified_time":"2026-02-20T18:36:37+00:00","og_image":[{"width":1080,"height":1035,"url":"https:\/\/richterca.tor1.digitaloceanspaces.com\/wp-content\/uploads\/2026\/02\/thumbnail_2026_bfo_globemail_article.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_site":"@richtercanada","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.richter.ca\/fr\/nos-reflexions\/quand-faut-il-amorcer-la-planification-de-la-releve-des-maintenant\/","url":"https:\/\/www.richter.ca\/fr\/nos-reflexions\/quand-faut-il-amorcer-la-planification-de-la-releve-des-maintenant\/","name":"Quand faut-il amorcer la planification de la rel\u00e8ve? D\u00e8s maintenant. - Richter","isPartOf":{"@id":"https:\/\/www.www.richter.ca\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.richter.ca\/fr\/nos-reflexions\/quand-faut-il-amorcer-la-planification-de-la-releve-des-maintenant\/#primaryimage"},"image":{"@id":"https:\/\/www.richter.ca\/fr\/nos-reflexions\/quand-faut-il-amorcer-la-planification-de-la-releve-des-maintenant\/#primaryimage"},"thumbnailUrl":"https:\/\/richterca.tor1.digitaloceanspaces.com\/wp-content\/uploads\/2026\/02\/thumbnail_2026_bfo_globemail_article.png","datePublished":"2026-02-12T20:16:09+00:00","dateModified":"2026-02-20T18:36:37+00:00","description":"La planification de la rel\u00e8ve n\u2019est pas un \u00e9v\u00e9nement futur, c\u2019est une responsabilit\u00e9 actuelle. D\u00e9couvrez pourquoi une d\u00e9marche pr\u00e9coce est essentielle pour harmoniser actionnariat, gouvernance, pr\u00e9paration des dirigeants et dynamique familiale au sein des entreprises familiales.","breadcrumb":{"@id":"https:\/\/www.richter.ca\/fr\/nos-reflexions\/quand-faut-il-amorcer-la-planification-de-la-releve-des-maintenant\/#breadcrumb"},"inLanguage":"fr-FR","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.richter.ca\/fr\/nos-reflexions\/quand-faut-il-amorcer-la-planification-de-la-releve-des-maintenant\/"]}]},{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/www.richter.ca\/fr\/nos-reflexions\/quand-faut-il-amorcer-la-planification-de-la-releve-des-maintenant\/#primaryimage","url":"https:\/\/richterca.tor1.digitaloceanspaces.com\/wp-content\/uploads\/2026\/02\/thumbnail_2026_bfo_globemail_article.png","contentUrl":"https:\/\/richterca.tor1.digitaloceanspaces.com\/wp-content\/uploads\/2026\/02\/thumbnail_2026_bfo_globemail_article.png","width":1080,"height":1035},{"@type":"BreadcrumbList","@id":"https:\/\/www.richter.ca\/fr\/nos-reflexions\/quand-faut-il-amorcer-la-planification-de-la-releve-des-maintenant\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Richter","item":"https:\/\/www.richter.ca\/fr\/accueil\/"},{"@type":"ListItem","position":2,"name":"Insights","item":"https:\/\/www.www.richter.ca\/fr\/nos-reflexions\/"},{"@type":"ListItem","position":3,"name":"Quand faut-il amorcer la planification de la rel\u00e8ve? D\u00e8s maintenant."}]},{"@type":"WebSite","@id":"https:\/\/www.www.richter.ca\/#website","url":"https:\/\/www.www.richter.ca\/","name":"Richter","description":"Un site utilisant WordPress","publisher":{"@id":"https:\/\/www.www.richter.ca\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.www.richter.ca\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"fr-FR"},{"@type":"Organization","@id":"https:\/\/www.www.richter.ca\/#organization","name":"Richter","url":"https:\/\/www.www.richter.ca\/","logo":{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/www.www.richter.ca\/#\/schema\/logo\/image\/","url":"https:\/\/www.richter.ca\/wp-content\/uploads\/2018\/08\/logo.png","contentUrl":"https:\/\/www.richter.ca\/wp-content\/uploads\/2018\/08\/logo.png","width":128,"height":24,"caption":"Richter"},"image":{"@id":"https:\/\/www.www.richter.ca\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/Richtercanada\/","https:\/\/x.com\/richtercanada","https:\/\/www.instagram.com\/richtercanada","https:\/\/www.linkedin.com\/company\/richter\/?trk=hb_tab_compy_id_255303"],"address":[{"@type":"PostalAddress","addressLocality":"Montreal, QC, Canada","postalCode":"H3A 0G6","streetAddress":"1981 McGill College, #1100 The Richter Tower"},{"@type":"PostalAddress","addressLocality":"Toronto, ON, Canada","postalCode":"M5J 2T3","streetAddress":"181 Bay St. #3510 Bay Wellington Tower"},{"@type":"PostalAddress","addressLocality":"Chicago, IL, United States","postalCode":"60606","streetAddress":"200 South Wacker, #3100"}],"contactPoint":[{"@type":"ContactPoint","telephone":"+1-514-934-3400","contactType":"Montreal office"},{"@type":"ContactPoint","telephone":"+1-416-488-2345","contactType":"Toronto office"},{"@type":"ContactPoint","telephone":"+1-312-828-0800","contactType":"Chicago office"}]}]}},"_links":{"self":[{"href":"https:\/\/www.richter.ca\/fr\/wp-json\/wp\/v2\/insights\/30442","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.richter.ca\/fr\/wp-json\/wp\/v2\/insights"}],"about":[{"href":"https:\/\/www.richter.ca\/fr\/wp-json\/wp\/v2\/types\/insights"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.richter.ca\/fr\/wp-json\/wp\/v2\/media\/30441"}],"wp:attachment":[{"href":"https:\/\/www.richter.ca\/fr\/wp-json\/wp\/v2\/media?parent=30442"}],"wp:term":[{"taxonomy":"insights-type","embeddable":true,"href":"https:\/\/www.richter.ca\/fr\/wp-json\/wp\/v2\/insights-type?post=30442"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}