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Succession Planning

We promote communication and resolution among family members and all other stakeholders with a view to maximizing enterprise value and promoting family harmony.  We help plan and implement the successful transfer of businesses to the next generation, to a strategic or financial buyer or to a management group. We facilitate the often challenging transition planning conversation among family members and other stakeholders in businesses by:

  • identifying common values, goals and objectives
  • developing communication and operational policies that promote transparency and trust
  • developing a governance structure that sets out clearly defined roles and responsibilities and promotes accountability
  • embodying the common aspirations, responsibilities and rights of the stakeholders in clearly-expressed shareholder and partnership agreements and other governance instruments
  • ensuring that, to the greatest extent possible, the family and business objectives of the stakeholders include an intelligent and tax-efficient estate plan that complements the stakeholders' succession plans

Team

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Robins Appleby LLP Suite 2600, 120 Adelaide Street West, Toronto, Ontario M5H 1T1
E. info@robapp.com T. 416.868.1080 F. 416.868.0306

Member of:
LNA