Transition Planning

About Turning Succession into Success
Small business is the backbone of the Canadian economy, but experts say that small business owners rarely pay enough attention to business transition planning. In fact, without a transition plan in place, many businesses close instead of being sold or passed on to the next generation.

Vine has been providing a wide range of financial services to business owners for over 50 years. We have the knowledge and expertise to guide you through the transition planning process.

With access to our strategic team of tax experts, CAs, financial planners, accredited business valuators, lawyers, bankers, mediators and business coaches, we are able to address a wide range of issues. With a clear, concise communication style we work effectively with you and your advisors to successfully customize a plan that reflects your goals and situation. Our team of professionals also specializes in the dynamics unique to family business.

Newstalk 1010 Podcasts

 

Take the Keep or Sell Test as featured on News Talk 1010 Radio

Knowing when to act and when not to act is a key component in all important decisions. Likewise, knowing when to keep your business and when to sell it can make a significant difference in the success of your exit and your future financial security. Take the following test and find out if the timing is right to keep or sell.

All information on this form is kept strictly confidential and will not be shared or sold to others.

ACCOUNTING SUPPORT SERVICES

ACCOUNTING SUPPORT SERVICES

Vine and Partners provides the knowledge and experience for all accounting and bookkeeping related services. Our Accounting Support Services division has friendly technicians ensuring all records are accurate and client expectations are exceeded.

Business Valuation

Business Valuation

Whether you are planning to sell, merge, finance or grow through acquisition, the Chartered Business Valuators at Vine have the industry experience and specialized training to expertly value your business and to provide you with the market insight needed to gain an invaluable advantage during important negotiations.

TAX STRATEGIES AND PLANNING

TAX STRATEGIES AND PLANNING

The magnitude of wealth is not determined by what people make, but rather by what they keep. Vine and Partners specialize in helping our clientele preserve and transfer wealth through effective personal tax and estate planning.

Transition Planning

Transition Planning

Small business is the backbone of the Canadian economy, but experts say that small business owners rarely pay enough attention to business transition planning. In fact, without a transition plan in place, many businesses close instead of being sold or passed on to the next generation.