You’re ready to retire, but what do you do with your business?
This video walks you through some of the biggest decisions you will face before retiring out of your business: Do you sell your business or pass it on to the next generation?
Jim Whitehouse and Fernando Ponce from Whitehouse Retirement Wealth Group at National Bank Financial Wealth Management explain your answers.
📈 What You’ll Learn:
Preparing to Sell: How to get your business properly valued, attract the right buyers, and manage tax implications.
Passing It On: Tips for training your children, setting up a seamless transition, and protecting your retirement income.
Rally your Experts: Who do you need on your team? Start working with financial, tax, and legal advisors to make informed choices.
💡 Key Takeaway:
Retiring with a business to sell doesn’t have to be overwhelming. With the right planning, you can secure a comfortable future for yourself and your family while ensuring your business thrives.
Jim Whitehouse is a senior wealth advisor with decades of experience in helping Canadian investors, including business owners, achieve their retirement goals.
Fernando Ponce is an associate wealth advisor dedicated to simplifying wealth management and guiding families through critical financial transitions.
Download our free guide: “The 8 Steps to Retiring Out of Your Business,” for detailed insights and strategies to make your transition smooth.
