Succession Planning

Succession planning is not just about passing the torch; it’s about ensuring the continued success and growth of your business. Having a thoughtful business succession plan ensures that you are putting yourself in the best position to realize value and achieve your objectives, while also protecting your business from unexpected life events.


Navigating the complexities of business succession requires strategic foresight and meticulous planning. We recognize that each business is distinct, and our approach is rooted in understanding your specific goals, values, and aspirations.

As a trusted partner, Smythe has the expertise to help business owners navigate the complex process of planning for their eventual business exit, whether that includes transitioning ownership to existing shareholders, the next generation, employees, partnering with private equity, or a sale to another party.

Whether you are a family-owned business or a mid-market corporation, our experts in tax, business valuations and transaction advisory work seamlessly together to provide holistic expertise based on your unique objectives.

What We Offer

Business valuations

Financial feasibility analysis

Business analysis to identify areas to increase business value

Tax planning well in advance of sale to optimize tax position

Pre-sale tax planning right before a sale to minimize or defer tax

Planning related to earn outs

Post sale estate planning

Transaction tax and advisory services for sale of businesses

Structuring and financing analysis for management and family buyouts

Assessment of options for exit strategy

Related Services

Canadian Tax

Our skilled tax advisors can help you navigate the increasingly complex tax landscape to develop effective strategies and solutions that work for you and your business.


Business Valuations

We are well versed in providing independent, objective and expert business valuation services for a number of purposes such as tax and transaction pricing.


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