INTEGRATED TRANSFER SOLUTIONS


An integrated approach for the succession and transfer of a business is necessary, being that only 3 businesses out of 10 experience successful transfers. It is of prime importance to be prepared to ensure the survival of the business. The details of the transfer should be organized 2 years before and must include the fiscal, human, strategic, legal and financial aspects. To strengthen our strategy we have created many useful tools in Quebec, aimed at promoting a strong network between buyers and sellers of businesses, or with quality shareholders who are looking to take on a new challenge. Working with our team is like wearing a shield which protects your vision and your dreams against disappointment and drama.

Our tools

Evaluation of the Succession:

Whether you are a seller or a buyer of a business, the first thing our experts will do is take a picture of your business.
A snapshot intended to provide an overall picture of the situation and to help you identify which aspects of the succession process should be prioritized.

diagnostic_succession

Owner or seller?

Are you a seller?

The seller is an entrepreneur who wishes to take advantage of a long deserved retirement, to transfer his knowledge, his responsibilities, and his assets to a trusted person or a group of persons, whether they are already part of the business or not, and who will see to the survival of his business.

The sellers will be faced with many questions.

  • How to manage the continuity and succession process and step aside for the new leadership?
  • What is the market value of my business?
  • What are the fiscal issues?
  • How to deal with the feelings of grief at the thought of selling my business?
  • Should I sell my business while it’s at its peak?
  • How to be fair towards all potential buyers for the succession and continuity of my business?
  • Will my income and quality of life suffer after the sale of my business?
  • Will the succession be well prepared and can I trust them?

Contact us today!

Buyer or seller?

Are you a buyer?

A buyer is either a salaried employee, member of the family of the seller, shareholder or business partner. A serious buyer can be recognized by his entrepreneurial spirit, his motivation and the seriousness of his interest and actions. He is also ready to invest his time, money or expertise to see a business grow and succeed.

The buyer will have to face several challenges:

  • The ability to establish and take part in a succession plan;
  • The ability to build a trusting relationship with the seller;
  • Be open to criticism and learn from his mistakes;
  • Have an understanding of the respective roles;
  • Conciliate a common strategic vision within the establishment;
  • The ability to produce adequate financial records.