At Ross & Sylvestre, we can help you preserve the value that you created in your business through our range of succession planning services. Like many entrepreneurs, you’ve worked hard your entire life. Stepping away from your business is not an easy decision to make, but now you’re ready to move on to the next phase of your life and enjoy the fruits of your labour.  Whether you intend to pass on your business to a family member, an employee or employee group, sell to a third party, or simply wind it up, we’ll ensure you maximize your after-tax dollars.

Office locations offering succession planning services:
Bonnyville, Cold Lake and Edmonton

Succession Planning Services:

    • Identification of goals and objectives
    • Planning succession strategy
    • Selection of successors
    • Valuation guidance
    • Tax efficient restructuring
    • Post acquisition transition assistance
    • Assistance with Individual Pension Plans (IPP’s) and Retirement Compensation Arrangements (RCA’s)


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