Securing the future

A step-by-step guide to exiting your business

Our Next Step workbook (PDF, 2MB) is a guide to help you transition from your business, providing insights and practical advice.

Thinking about retiring or selling?

Making a plan to sell your business

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

Retirement planning for small business owners

Early retirement planning is your key to success.

Valuing a business: find out what it's worth

Learn what influences viability and company valuation methods.

Tax options for farmers planning to retire

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

Getting the best price when selling a business

Find out how to negotiate a better business purchase price.

How to save for retirement throughout your life

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

Selling a company you built

How to sell a business you’ve poured your lifetime and energy into.

It’s never too soon to plan your business transition

Succession planning, begin sooner rather than later.

How to plan a successful business transition

Learn how to plan a successful business transition.

Succession planning: Keeping your assets in the family

How to pass on your business and other assets to your family.

Charitable donations when exiting your business

Effective ways to donate proceeds from your business.