Make Succession Planning
So many years of hard work
go into building a successful
business. And yet, many
business owners lack a proper
succession plan and vision
for the future.
As their trusted advisor, you can help your
clients protect the value of their hard-earned
business investment and choose an exit strategy
that’s right for them.
A VALUABLE MARKETING TOOL
The CICA’s Succession Planning Toolkit for Business
Owners can help your clients understand the typical
aspects business owners face when exiting their business
and be better prepared to discuss their plans with you.
The 10 chapters of straightforward discussion provide:
• A step-by-step process for analyzing options for
transferring management and ownership interests
and developing an effective succession plan
• Guidelines for creating and sharing plans with family
and other key individuals
• Checklists on an accompanying CD which can be
customized to fit each unique business situation
• Real life succession planning stories from Canadian
Special volume discounts.
Also available in French.
To order, visit the CICA online store at www.knotia.ca/
store/businessowners or call the CICA order department at 416-977-0748 ( Toronto)