Business Transition Consulting: It’s Go Time
Your wealth advisory needs are unique. That’s why we focus on providing you with the solutions only a truly independent advisory office can offer.
BDC reports that 40% of Canadian businesses will transition ownership in the next 5 years, 85% of their net worth is tied up in their businesses and only 1 in 10 is selling for the full value they hoped for.
That’s why we focus on providing you with the solutions only a truly independent advisory office can offer. It’s not just financial planning—it’s life planning.
Setting your business up for transition success also involves setting up your life for a successful transition.
We believe you deserve to have the best life you can, preserve and grow your wealth, ensure your income is protected, and decrease the stresses caused by financial worries. You deserve to not only live, but thrive!
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Financial planning and wealth management ensure your family and business are taken care of. C3 Wealth Advisors provides straightforward, honest financial advice tailored to you and designed to help you achieve your goals. We take care to review all parts of the process: before, during and after the sale.
Of course, we can’t do it all alone. It is vital that we work with your team of experts and offer our specialists where needs surface. This is the Family CFO offering that C3 Wealth Advisors prides itself on. Seeing you transition successfully and truly happily.
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Business Transitions: Setting Your Business Marriage up for Success
Not all business transitions are exits. Most transitions involve some form of transitionary phase, partnership or co-ownership.
Relationships can be hard. They can also be wonderful. We want your business marriage to be a success and help you discuss key potential stressors. Like pre-marital counseling, business marriage consulting is an open communication process where all parties get to express their interests before a crisis occurs. It sets out the rules that all parties agree to play by.
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Our job is to ensure that we review all expectations and assumptions that every partner brings into the ‘business marriage.’ We discuss numerous factors around “what if?” and “when?”
Asking the questions you didn’t even know you should have is one part of the Family CFO position we take very seriously. Developing guiding principles and reviewed the funding mechanisms of key triggers is critical to ensuring that your legal documents reflect what is truly important to you and your co-owners.
Having these tough conversations in the honeymoon phase, creates more rational and fair answers than if we have waited to address the issue during crisis – when emotions are far less regulated. Regardless of where you are in the business cycle, these discussions help to ensure that you enjoy where you spend most of your waking hours!
Tough conversations. Deep thoughts. Mediation. Rules set. Let’s ensure your business marriage is built on a solid footing so that you can reap the fruits of success – together.
Resources For Your Business Transition
I’m relieved to finally see my investments growing in a healthy, sustainable way. Before working with Roxanne, I was stuck in a bad insurance policy that was basically self-destructing and no one had ever taken the time to explain it to me. She broke it all down clearly, helped me understand what was really happening, and showed me a completely new way to think about financial planning and wealth management. I finally feel confident about my financial future.
Estate planning to me was a daunting and stressful task. I knew it had to be done but where do I begin? How do I divide my estate? To whom? How much? The list goes on. However, lucky for me my estate planner, Roxanne Arnal has my back. What an enormous relief to have a person who knows the right questions to ask and delves into areas you had no idea existed. In the end, having an estate planner and having a plan in place is the best move you can make for your own piece of mind!
We have enjoyed and trusted Roxanne since we started doing business with her some five years ago. Over that period of time, Roxanne has expanded her knowledge and association with some great investment minds. Confidence is required in any relationship, and we are confident with Roxanne and her team even in these volatile times. We are looking forward to a great future.
Roxanne has provided me with peace of mind financially and a clear path to retirement.
Business Transition & Marriage Consulting Services
Contact us today. We’d love to help you set your path to success and lifelong wealth.