Succession Planning

It’s a Jungle Out There…

Today’s business environment can be challenging (to say the least) for business owners and their professional advisors. Mix in the fact that about 70% of business owners are planning on retiring in the next 5-10 years, and…...

  • Are you planning on retiring in the next five to ten years? What are you doing right now to smooth the process and maximize the price realized?
  • Are you a professional advisor that does succession planning for your clients, and need to obtain business values for tax purposes?
  • Have you been approached with an offer to purchase your business? How do you know its reasonable?
  • Are you looking to sell your business? How will you price it?

So, how does Stewart Business Valuations fit in?

  • We are independent and objective.
  • We provide valuations of businesses, securities and other assets, including intellectual property.
  • We can work in tandem with your existing advisors to ensure that you receive the services that you need, when you need them.
  • We can act as a quarterback, identifying needs and with your permission, introducing you to highly regarded professional firms to help you achieve your goals, such as corporate lawyers, sophisticated accounting and tax firms, sources of capital, specialized strategic trainers, financial advisors, etc. To be clear—we do not accept or pay referral fees—we just want our clients to have the right service, from the right firms.

We are proud to be a member of the following professional institutes:

  • The Canadian Institute of Chartered Business Valuators
  • The Canadian Institute of Chartered Accountants
  • The Institute of Chartered Accountants of Ontario
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