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 expertsThe people behind the expertise.
Eric BarbieriCPA, CA, CTP, CIRP, LIT
Marc YedidCPA, CA
Jordan GouldCPA, CA
Vimal KotechaMBA, CPA, CA, CBV, CFF
Alain PérusseD.E.S.S. Fisc.
Diane TsonosLL.B., TEP
Earl FormanCPA, CA
Fred FuchsCPA, CA
Giovanni Di MariaCPA auditor, CA
Harvey ZalcmanCPA, CA
Jean DesrochersCPA auditor, CA
Jean-François CoutuCPA, CA, LL.M.Fisc.
Joe Lo DicoCPA, CA, CBV
John CharalampopoulosCPA, CA
Marie-Claude FrigonCPA, CA
Michael SzirtCPA, CA
Michel BabeuCPA, CA, M. Fisc.
Michel ReinhardtCPA auditor, CA
Phil NadlerCPA, CA
Scott BinnsCPA, CA
Food for thoughtWhat’s in the news & what you need to know.
Transition planning – an ounce of prevention.
Many business owners are unaware of the different options available when it comes to selling or transferring their business. It’s clear that owners put an enormous amount of time and effort into growing their companies, but few, however, put as much time and effort into their exit strategy. For many entrepreneurs, retiring comfortably after a […]Click to read more.
A strategic exit plan starts now.
The most significant change in the life cycle of a business is also an inevitable one: the transfer of ownership. This can involve an inter-generational transfer of a family business, the sale of a business to its management or employees, or a sale to an outside third party. Oftentimes, this transfer is intentional, but sometimes […]Click to read more.
Survey Of Bank Forecasts – May 2019.
Loonie remains stable; Greenback gains against major currencies The U.S. and Canada reached an agreement regarding aluminum and steel tariffs on May 17th, but to little benefit for the relative strength of the CAD which traded at 74.4 US¢/CAD as at the time of publication. The Bank of Canada (“BoC”) has officially shifted into neutral […]Click to read more.
A holistic approachfocused 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.