Exit Your Business
Successfully transition out of your business and into your Next Chapter
Peace of mind on a silver platter
Transitioning out of your business without full confidence of its continuity — no succession plan, no value building, no due diligence — is the worst nightmare of business owners. Without a structured roadmap, expect the years you spent growing your business to go down the drain.
This is where your Next Chapter team comes in.
Our team can provide a comprehensive plan to help you successfully transition out of your business. Receive balanced advice that clearly outlines your goals and the options available to you, without bias. Our succession planning is customized and comprehensive. No missing pieces, no surprises.
Exit your business the right way.
What’s in a comprehensive succession plan:
A clear business strategy that outlines and articulates a compelling growth story to your potential investors or buyers
A thorough analysis of your business to identify any potential issues that could impact the exit process. This includes legal, financial, and operational due diligence
Practical and effective advice on your business exit, whether it’s to be passed along to the next generation or sold to a third-party purchaser, bearing in mind both tax and business considerations
Working as a key member of your succession team to ensure your financials are as healthy as they can be for sale or transition
Assistance in sales, management buy outs, employee buy outs, and inter-generational transfers
Your Next Chapter Team
Douglas Lochhead
B.COMM (HONS.)
CFP, RFC, CIM
President & Senior Financial Advisor at Granite Financial Group
Keith Findlay
FCPA, FCA
Partner at Scarrow & Donald, LLP
Doug Forbes
Partner, Acquisitions and Financing Lawyer at TDS Law
Donovan Fowke
President, Symbicore Inc.
Greg Libbrecht
President, Platinum Business Services Ltd
Steven Beal
MBA, CPA, CGA, CFA, CBV, CBI, M&AMI
Founder of Beal Business Brokers & Advisors
Kelly Faubert
Kelly Faubert is a Senior Account Manager for BDC.
Leo Palay
Tax Lawyer at Thompson Dorfman Sweatman LLP