Succession Planning for My Business

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The most common options in business succession are the transfer of management to a family member, a management buyout, or a sale to a third party.

At Mallette, our experts in accounting, taxation, strategy and human resources support this process by putting you at the heart of the concerns and promoting transparency and communication. Each succession is a unique human process, guided by our experienced and competent professionals.

If you are planning to hand over the business to one or more members of your family, Bill C-208 gives you the opportunity to benefit from the capital gains exemption. However, we understand that family succession is much more than a simple financial transaction. It's a human adventure involving money, of course, but also time, values and skills.

That's why, in addition to providing you with financial advice, our experts are with you every step of the way to help you achieve your personal objectives. We make sure that the entire transition process is smooth and equitable for you.

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Acting with integrity to make fair decisions that foster relationships based on trust.


Combining the efforts of all our stakeholders to achieve shared goals.


Respect for others means considering their values and beliefs.


Working together fosters positive interactions and leads to successful outcomes.

See what Mallette can do for you.

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