When should succession planning begin? Now.

Succession planning is not a future event, it is a present responsibility.

In this Globe and Mail article, Bill McLean and Greg Moore, partners, explain why business owners should begin transition planning early. Succession is one of the most consequential moments in a family enterprise, touching ownership structures, governance, leadership readiness and family relationships. Starting the conversation early allows families to clarify intentions, assess successor preparedness based on merit and experience, and establish formal decision-making frameworks that align business objectives with family dynamics.

“If there isn’t clarity around future intentions, families often revert to their default roles as parents, siblings and children – rather than functioning as owners and leaders.”

If your family is beginning to consider what the next chapter looks like, we can help you start the process now, building an integrated roadmap that protects both your enterprise and your legacy for generations to come.