A step-by-step guide to exiting your business

Our Next Step workbook (PDF, 2.6MB) is a guide to help you transition from your business, providing insights and practical advice.

Thinking about retiring or selling?

How to save for retirement throughout your life

Keep your retirement plan on track for your age and business stage.

Retirement planning for small business owners

Early retirement planning is your key to success.

Tax options for farmers planning to retire

How to plan for retirement: considerations for farmers at tax time.

Valuing a business: find out what it's worth

Learn what influences viability and company valuation methods.

Getting the best price when selling a business

Find out how to negotiate a better business purchase price.

Making a plan to sell your business

A guide to how to sell a business, or pass one on.

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