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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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Succession Fireside Chat Series

Experts answer your questions and address your succession struggles.

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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.

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Welcome to Green Lake

Have you thought about selling your business and retiring to cottage life? These business owners made it happen.

Insights

  • Progress

    Your farm succession plan isn’t complete until it exists in writing

    The average age of farmers in Canada is increasing. Having a written succession plan becomes more important as you age, to help secure your legacy, protect your farm operation, and reduce conflict.

  • Progress

    How SMARTPro Helps Enhance Practice Value

    Learn how to get your practice into a ready state for a sale with SMARTPro.

  • Progress

    April 01, 2024

    Top five benefits of Employee Share Ownership Plans for engineering firms

    As more and more engineering firms search for, and strive to retain, employees, introducing and ESOP could help boost business and enable firms to plan for the long-term.

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.