N.B.Succession
Valuation preparation: removing the discounts before the appraisal
A sourced briefing on the specific discounts buyers apply to owner-operated firms, and the two-year preparation that removes them.
Topic hub
Succession coverage for Canadian small business.
Buying, selling, valuing, financing, and transitioning owner-operated Canadian businesses.
How this lane covers succession
Succession coverage serves both sides of the transition: owners preparing businesses that will not be discounted, and buyers assembling the capital stack that closes. It includes valuation preparation, acquisition financing, employee ownership trusts, and the genuine-transfer rules that govern family deals.
The lane's core claim: succession outcomes are decided years before the transaction, by documentation, delegation, and structure work that also makes the business better to run meanwhile.
N.S.Succession
Financing a business purchase: the realistic capital stack
A sourced briefing on combining lender debt, federal guarantees, BDC financing, and vendor take-backs into a purchase that closes.
Ont.Succession
Employee ownership trusts: the exit route most owners have not priced
A sourced briefing on the EOT structure now in Canadian law, the incentives attached to qualifying sales, and which businesses it genuinely fits.
Sask.Succession
Passing the business to your kids: the rules that make it real
A sourced briefing on genuine intergenerational transfer conditions, why the tax system polices them, and the planning window family deals need.
N.B.Succession
Atlantic Canada succession-readiness checklist for owner-operated firms
A sourced briefing for owners, buyers, lenders, and communities preparing local business transitions before a listing or transfer.