Succession
You’ve worked hard to build a successful business. Now, let’s build a succession strategy so you can capitalize on what you’ve created.
Your Next Chapter Starts Sooner Than You Think
To get the most out of your business, you need a comprehensive succession plan for your business. Succession strategies can increase the value of your business, minimize risk, and secure the future you’ve worked so hard for.
But the day-to-day responsibilities of managing a successful organization can hold you back from developing a thorough strategy. Exiting a business is a process, not an event, and the right opportunity can come up on you unexpectedly. With a proper plan, you’re ready to take advantage.
Building the right succession strategy requires clear goals and thorough planning. Our team brings deep experience to help you create a plan that works for your situation. Let’s get started.
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Take the ExitSMART™ Assessment
Is your succession planning on the right track? Find out with our ExitSMART™ assessment tool.
Succession Fireside Chat Series
Experts answer your questions and address your succession struggles.
Succession, on Your Own Terms
You worked hard to achieve success and you’ve earned the right to exit the business on your terms. Learn how we’ve helped clients in this content series.
Welcome to Green Lake
Have you thought about selling your business and retiring to cottage life? These business owners made it happen.
Insights
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Progress
September 16, 2022
Looking beyond tax — planning for the use and ownership of the family vacation property
Owning and managing a family vacation property between generations requires you to consider more than just the tax questions.
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Progress
May 15, 2023
What do tax changes on intergenerational business transfers mean for you?
Budget 2023 is set to tighten the current rules on intergenerational business transfers. Here’s what you need to consider before new rules take effect in 2024.
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Progress
Foundation for the future: Succession planning with Zanchin Automotive Group
After nearly 50 years in business, Joe Zanchin is handing over the keys of Zanchin Automotive Group to his daughters, Laura and Andria. Planning for his exit with the help of MNP Partner, Eddie Burello, Joe and his daughters have a clear path ahead, and a trusted advisor for whatever the future sends their way.
Contact our Succession Team
Jim is a Partner with MNP’s Private Enterprise group in Calgary and the Firm’s Regional Succession Services Leader. With deep knowledge and experience in family enterprises, Jim develops practical solutions and delivers results. Drawing on more than three decades of experience helping business owners achieve peace of mind, Jim advises clients on growing their business in a tax-efficient manner, and planning for eventual business sale or succession by implementing a long-term strategy to meet their personal and business goals.
Jim has extensive experience in tax planning and compliance, financial statement assurance, and succession planning. He also helps organizations develop systems to optimize their profitability and effectiveness. His cross-industry expertise includes real estate, software and technology, manufacturing, professional services, retail and energy.
Jim earned a Bachelor of Commerce (with Distinction) from the University of Alberta in 1984. He is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant in 1988. He is a certified FAMILY ENTERPRISE ADVISOR™ and a CERTIFIED FINANCIAL PLANNER® professional.
