Richter > Transition planning

Transition planning

For business owners, the business itself is the ultimate investment. It’s often all in, and the way to retire happily ever after. But what if “ever after” comes before you’re happily prepared?

The most significant evolution in the lifecycle of a business is the transfer of ownership. While these transfers are usually planned, sometimes they’re necessitated by unexpected circumstances, like death or disability. Whether planned or otherwise, a smooth and successful transition that maximizes a business’s value is the ultimate goal.

Are you transferring the family business to the next generation? Selling your company to your management team or employees, or perhaps to a third party? Have circumstances in your life suddenly changed, requiring a transfer of ownership?

Whatever your circumstances, taking the proper measures now will help ensure a successful transition when the situation arises. Comprehensive planning – early on – means less stress throughout the process and the greater likelihood of an optimal outcome.

If you’re not sure what steps you should be taking, or even what the first step is, we can help. With the insight that your business is distinct and your circumstances unique, our specialized team of business advisors creates clear and comprehensive plans that help you navigate:

  • Business valuation
  • Tax planning
  • Transaction advisory
  • Assurance and accounting
  • Estate and succession planning

Armed with our team’s objective assessment and courses of action to consider, you’ll be better able to make informed, strategic decisions to protect your company’s value, family’s future, and maximize your ultimate investment – happily ever after.

Meet our experts

The people behind the expertise.

Alon Wexler

CPA, CA, CBV
Alon Wexler is a partner with more than 15 years of experience specializing in business valuation and transaction advisory services.

Eric Barbieri

CPA, CA, CTP, CIRP, LIT
Eric is a seasoned advisory professional with 20 years of experience in transaction advisory and corporate reorganizations.

Joe Lo Dico

CPA, CA, CBV
Aside from Joe’s impressive transaction and advisory experience, he manifests real loyalty for, and faith in the Richter ethos.

Marc Yedid

CPA, CA
Marc is a quick thinker and  a valued resource to his clients. Regardless of the complexity of the project or transaction, Marc is called upon for his insightful expertise and perspective, as well as his ability to analyze a situation from all sides.

Jordan Gould

CPA, CA
With over 25 years of experience, Jordan takes pride in forging close relationships with his clients that are rooted first and foremost in trust, respect and understanding.

Michael Corber

CPA, CA
Caring, devoted, decidedly compassionate and with a good sense of humour, Michael is a pleasure to work with! Very involved in his clients affairs, many say his work-ethic is nothing short of awesome.

Mitchell Silverstein

CPA, CA
For over 25 years, entrepreneurial clients have benefited from Mitch’s ability to bring clarity to business strategy and tax planning challenges while adding value to their corporate entities and families.

Mitchell Stein

CPA, CA
Known by his clients and colleagues to be meticulous, hardworking, reliable and a deliverer of high-quality results, Mitch prides himself on his ability to identify tailor-made solutions to meet the needs of his entrepreneurial clients.

Philip Lichtsztral

CPA auditor, CA
An expert in retail and a general fan of fashion, Phil is one of the few people in the firm who can pull off matching baby blue with yellow.

Tasso Lagios

CPA, CA
Tasso has been guiding high net worth entrepreneurs, business owners and their families to help them set out their goals to ensure long-term business and wealth succession.

Vimal Kotecha

MBA, CPA, CA, CBV, CFF
Vimal’s soft-spoken nature belies his tough but fair style. These qualities, combined with his ability to lead by example, helped make Vimal a revered leader in our team.

Alain Pérusse

D.E.S.S. Fisc.
For all questions regarding tax issues, acquisition structuring and sales transactions, or to find advice and solutions for process improvement, Alain is a seasoned expert and the perfect choice.

Diane Tsonos

LL.B., TEP
With her knowledge, dedication, extraordinary professionalism and people skills, Diane is an integral part of Richter.

Earl Forman

CPA, CA
If you are looking for a methodical mind, Earl Forman is your man. He is famous for having all of his files lined up in perfect columns. . He has, undoubtedly, the neatest desk in our entire office. 

Fred Fuchs

CPA, CA
Utterly reliable and supportive, Fred has been managing complex mandates and working with international clients for years.

Giovanni Di Maria

CPA auditor, CA
Giovanni has acquired over 20 years of expertise advising companies in a vast array of industries.

Harvey Zalcman

CPA, CA
Harvey has over 30 years of experience as a business advisor, providing assurance services to a diverse entrepreneurial clientele primarily in the technology, manufacturing, service and distribution sectors.

Jean Desrochers

CPA auditor, CA
An expert in consulting and certification for over 15 years, Jean is a business partner recognized for his versatility and contagious energy.

Jean-François Coutu

CPA, CA, LL.M.Fisc.
In Jean-François, you’ll find an attentive expert who’s able to explain complex questions clearly and cogently so that you can make informed decisions.

John Charalampopoulos

CPA, CA
John has extensive experience advising a wide range of entrepreneurial clients.
Meet more experts

A holistic approach

focused on you

Whether for business or personal; with one challenge or our full suite of services, Richter’s approach is always strategic, insightful and all-encompassing. Guided by our values and rooted in trust, we’ve helped clients thrive for over 90 years.