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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

What’s new for the 2021 tax-filing season?

April 2, 2021Rosetta Springer

Tax season is upon us once again. But since 2020 was a year like no other, the 2021 tax-filing season will also be different. Due to all the changes in both where and how Canadians worked, the Canadian government has introduced some new tax credits and deductions to keep pace with these changes. Our article covers all of the following:
• How to claim home office expenses
• The new Canada Training Credit
• Pandemic emergency funds
• New digital news subscription tax credit

Investing as a Business Owner

March 3, 2021Rosetta Springer

Many business owners have built up earnings in their corporation and are looking for tax efficient ways to pull the earnings out to achieve their personal and business financial goals. We outline the factors to consider when investing as a corporation.

Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients

February 12, 2021Rosetta Springer

Great news for some ineligible self-employed Canadians who received the Canada Emergency Response Benefit (CERB)

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Business Stages

Business Continuation

Business Continuation

Group Benefits

Group Benefits

Business Succession

Business Succession

Executive Benefits

Executive Benefits

Contact Us

Springer Financial
Rosetta Springer
Financial Advisor

647-993-8236
info@rosettaspringer.com

707 St. Clair Avenue Suite 520
Toronto, Ontario
M6C 4A1

Latest News

  • What’s new for the 2021 tax-filing season?
  • Investing as a Business Owner
  • Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients
  • TFSA vs RRSP – What you need to know to make the most of them in 2021
  • 2021 Financial Calendar

About

Clients are always surprised at the simplicity of my financial solutions. In my experience, the real challenge lies in seeing the big picture and analyzing all the working parts. By delivering an approachable plan, I help my clients clarify the path to their goals. I feel lucky to do this work; I get to help people from all walks of life that are doing well in the world.

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