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.

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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.