Succession Planning

SUCCESSION PLANNING

When retirement is on the horizon or you’re stepping down, it’s essential that a succession plan be in place to ensure a smooth transition that is well-planned and tax efficient.

ONBusiness will work to help ensure the business you worked so hard to build remains intact, and a competent individual takes over the reins.

Our Succession Planning services include: 

  • Buy/sell agreements
  • Estate planning
  • Exit strategies
  • Management consulting
  • Merger and acquisition consulting
  • Planning for family-owned or closely-held businesses
  • Strategic business planning
  • Tax consulting
  • Valuation services

TAX PLANNING

Developers, owners, investors, and lenders seek out ONBusiness to design and develop a wide range of management reports that offer a “bigger picture” of their business.

PERSONAL TAX RETURNS

ONBusiness Chartered Professional Accountants pride themselves in their commitment to accuracy and professionalism. From receiving your files to the final step of electronic filing, We’re ON It!

ESTATE & TRUST PLANNING

Ensuring the next generation is well cared for, providing for a charitable organization you support, seeking the transfer of a business to loved ones; each demands diligent estate and trust planning.

PERSONAL FINANCIAL PLANNING

Many business owners don’t have a personal financial plan. Our financial advisors work with our clients on a  personal level–ensuring a complete and successful exit strategy.

OUR SERVICES