Business succession planning

Wealth planning

Transition your business with confidence and a clear path to meeting your personal and business goals. Let us show you how.

You’ve worked hard to drive your business to where it is today. With that in mind, it’s never too early to start thinking about and creating a well-rounded transition plan for down the road.

Whether you’re retiring or exiting your business next year or several years from now, we can guide you through your options and opportunities. At RBC Wealth Management, we can help you develop a comprehensive succession plan that positions you, your family and your business for the best possible outcome.

What should your business plan include?

No two situations or businesses are the same, and we understand how planning for a business transition can be complicated, challenging and emotional.

We’re here to help encourage a smooth transition for your business, whether it’s selling or transferring to a family member, a management buyout, a partner or shareholder buyout, or selling to a third party.

Together, we can create your business succession plan, which may include:

  • Potential strategies to transition from your business in a tax-effective way.
  • Strategies or options to fill any gaps in your existing plans.
  • Possible retirement savings solutions for you or your key employees.
  • Overall financial and contingency planning to help protect you and your business.

Feel confident about your next chapter


Discover how RBC Wealth Management can set you—and your business—up for success.

Our insights

Video: Hear from our clients: Planning for retirement

Retirement 1 minute read
– Video: Hear from our clients: Planning for retirement

Video: Hear from our clients: Planning for business succession

Your business 1 minute read
– Video: Hear from our clients: Planning for business succession

Why it’s hard to talk about end-of-life planning and how to take the first step

Estate planning 6 minute read
– Why it’s hard to talk about end-of-life planning and how to take the first step