Business Succession and Insurance Planning

 

Business owners need their advisors working as a team to effectively plan their business succession.

 

 

 

 

We have developed a network of professional business succession advisors who understand the need to work as a team with other advisors to help business owners manage their succession planning challenges. 

 

 

 

 

 

 

 

 

 

Our monthly Business Succession Advisors meeting brings together a multi-disciplinary network of independent advisors who work exclusively with business owners helping them grow, build value and plan for the day when the business will change ownership. If your business has an enterprise value of a $1 million or more please call Nick Godfrey 905-815-7186 to learn more.

 

Starting your planning today enables you to:

  •     Build the value of the business and its potential selling price
  •     Explore a broader range of transition options
  •     Take the time to choose the right successor and acquaint him with the business
  •     Set up the proper financing
  •     Have a positive impact on your business’ long-term viability

 

Nick Godfrey talks about the importance of having a written succession plan.

 

Good business transition planning increases your chances for success and it is the best way to secure your company’s continuity.

 

Call Nick Godfrey 905-815-7186 to book a free 30 minute consultation.

 

You are welcome to join our monthly meetings by registering on   and connect on

 

Nick Godfrey, the owner of ProInsure, has sold 3 businesses. He has been in financial services  for over 20 years and has a deep understanding of investing, insurance and business planning. Nick said, "We started asking our business owning clients what their successions plans were. They all knew that needed to plan but they didn't know where to start, so I figured it out for them and the rest is history."

Nick has been an Oakville Ontario resident for more than 20 years. He is an avid hiker, fisherman and outdoors man who loves to explore the local Conversation Halton recreation areas with his wife, son, daughter and springer spaniel.

Nick is also the Chairman of the Oakville Ducks Unlimited Canada annual fundraising dinner.

 

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ProInsure - Business Succession and Insurance Advisors

472 Caesar Avenue, Oakville, Ontario, L6J 3Z2

905-815-7186

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