Business Succession and Transition Planning

 

What's your exit plan?

 

If you are like many business owner-managers we work with, you would like to build value in your business, work less, and retire one day.

The current economy isn’t making these long-term goals easy to achieve.

 

Starting your planning today enables you to:

 

  • Reduces stress
  • Improves the value of a business
  • Lowers risk
  • Creates opportunities

 

CLICK to DOWNLOAD Business Succession Planning Checklist by Sun Life Financial

 

Our collaborative planning approach is the lowest cost transition planning process available in the market today.

 

 

 

 

 

Here's why we are successful.

 

 

We facilitate the first meeting that puts all the decision makers and the owner's trusted advisors at the table at NO-COST to the business owner.

 

 


 

We get more planning done in 2 hours than most owners and their advisors get done in 2 years.

 

 

Call Nick Godfrey 905-815-7186 to learn more about this unique planning process.

 

 

 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.

 

 

 

 

 

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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