Succession Planning | Invest Leeds Grenville

For many business owners, their business is more than a source of income. It represents years of hard work, relationships, and community impact. Whether you are planning to retire, sell, transfer ownership to a family member, or simply want to be prepared, having a succession plan is one of the most important decisions you can make.

Our office offers free, confidential succession planning consultations for business owners across Leeds Grenville, through the Succession Ontario Program. We can help you understand where your business stands today and what steps will position you for a successful transition.

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What is Succession Planning?

Succession planning is the process of preparing your business for a future ownership or leadership transition. It protects the value you have built and helps ensure a smooth transfer -- whether that transition is years away or closer than you think.

A succession plan can help you:

Maximize the value of your business before a sale or transfer
Prepare for retirement, health changes, or unexpected life events
Identify potential buyers, successors, or family transfer options
Protect your employees, customers, and supplier relationships
Reduce disruption during and after the transition
Create a clear, actionable roadmap for your next steps

Fewer than 10% of Canadian small business owners have a formal succession plan in place. Starting early gives you more options, more time to improve your business's value, and more control over the outcome.

How We Can Help

As trained advisors through the Ontario Succession program, we work with business owners at any stage of the succession process. Our role is not to replace your accountant, lawyer, or financial advisor -- it is to help you get organized, informed, and moving in the right direction.

Through our consultations, we can help you:

Assess your business's readiness across ownership, operations, and organizational structure
Understand how buyers or successors evaluate a business like yours
Identify gaps that could affect your valuation or saleability
Explore your transition options, including sale to a third party, family transfer, or management buyout
Connect you with professional advisors and specialists when needed
Build a practical, prioritized action plan for your next steps

Sessions are free, confidential, and available in person or virtually.

Start the Conversation

Every succession journey starts with a conversation.

With a free confidential consultation we will help you understand where you are today, where you want to go, and the steps required to get there.

Whether you're just beginning to think about the future or actively preparing for a transition, we're here to help you navigate the process with confidence.

Succession Ontario

Your Planning Toolkit

The Succession Ontario Resource Library offers tools and resources to help you understand your options and begin thinking through your plan. It is a great place to explore before or alongside working with an advisor.