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Business Succession

I WANT MY KIDS TO TAKEOVER THE FAMILY BUSINESS

Business Succession

Business succession planning is a process designed to assist the business owner to transition out of business and transfer ownership of business at the time of retirement while maximizing the business owner’s personal financial security

Purpose
Who's this for?
Benefits
Purpose

Addresses all eventualities including the possibility of death, critical illness or disability of a business owner.

Who's this for?
  • Key Person
  • Shareholder
  • Buy Sell Arrangement
  • Business Loan/Overhead Risk
Benefits
  • Value of your business can represent a substantial source of income in retirement, therefore proper succession planning can ensure that the risks to your lifestyle in retirement is minimized.
  • If your hope is to have your business continued by one or more family members, then you will likely need to coordinate your business plan with your estate plan and explore any tax deferral opportunities.
  • Any unforeseen events could lead to problems in your business without proper planning. Advanced planning can ensure that you, your business and family are protected.
Learn More

Latest News

The Changing Face of Health Care in Canada

May 14, 2014Parwez Financial

  By BrighterLife.ca Canada’s aging population is going to have a significant impact on our health care needs and costs. According to The Sun Life Canadian Health Index, 90% of Canadians anticipate a financial impact if they were to experience a major…

A Remedy for Ear Ringing

May 1, 2014Parwez Financial

Are your ears ringing? Then you might want to take a break from your cell phone. As cell phone ownership has surged in recent years, so have questions about how extended use may affect health. One new potential impact researchers…

How Four Legs Can Help you Stay Fit

April 6, 2014Parwez Financial

Got a dog? Or know someone close by who does? Great! Then grab the leash and become a regular dog walker.

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Business Stages

Business Continuation

Business Continuation

Group Benefits

Group Benefits

Business Succession

Business Succession

Executive Benefits

Executive Benefits

Contact Us

Parwez Financial Group Ltd.
Tel: 306-525-2523
Email: info@parwezfinancial.ca

207 – 4401 Albert Street
Regina, SK
S4S 6B6

About

We take pride in designing and providing unique, innovative and tax-efficient insurance solutions for our clients in collaboration with their legal and tax advisors. Our focus is strictly on the analysis, audit and implementation of appropriate strategies involving risk-management products from top-rated insurance carriers in Canada for our client’s personal and corporate needs. We work in collaboration with our seasoned associates who specialize in their respective fields of financial and investment planning
© 2019 Parwez Financial Group Ltd