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.
Effective succession planning: 6 questions to ask before getting started.
You’ve worked hard to build a successful business. Throughout the years there were many sleepless nights and client meetings, and long hours spent developing new products and pouring over financial statements. Today, new opportunities might be calling or maybe you just want to rest easy and reap the rewards of years of hard work. Whatever […]Click to read more.
Measures to Facilitate the Transfer of a Family Business Are Poorly Adapted to the Reality of SMEs.
Julie Hélène Tremblay, LL.B., M. Fisc., Senior Manager, Tax Michel Babeu, CPA, CA, M. Fisc., Partner, Tax Intergenerational Transfers Pose a Problem As unbelievable as this may seem, there are currently more advantages for an entrepreneur to transfer ownership of a company to external shareholders as compared to members of his or her own family. […]Click to read more.
What its’ worth now, and how.
Maximizing the value of your business starts with knowing how much it is worth today. It’s crucial to assess the current performance of the business and determine if it is ready for transition. Decisions can then be made on what needs to be done to prepare the business. The value of the business is actually […]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.