You’ve poured your time, energy, and vision into your business. Now you’re approaching the next big decision: what’s next? Whether you’re planning to step back, transition leadership, or prepare for sale, business succession planning is critical to your financial health and legacy.

At C. Taylor & Associates, we guide business owners through these pivotal moments with one clear goal: turning complexity into clarity. Our clients often come to us at a crossroads, navigating legal structures, shareholder agreements, tax-heavy exits, and family expectations. We help bring everything together by coordinating with your lawyer and accountant, and ensuring your vision and goals are at the center of every decision.

A Business Exit Strategy That Works for You

Each succession plan is unique. Whether you’re handing the reins to your children, selling to a trusted partner, or entertaining outside offers, we help you explore every option objectively, strategically, and without pressure.

We take the time to understand what matters most: your values, your goals, and the kind of legacy you want to leave behind. Then we translate that into a plan that protects your interests and gives you confidence in the road ahead.

Some of the strategies we recommend include:

  • Family business transitions with structure, fairness, and harmony
  • Management buyouts that reward loyalty while securing your future
  • Third-party sales structured to maximize value and minimize tax
  • Capital gains exemption planning for eligible shares
  • Tax deferral strategies using holding companies, trusts, or insurance
  • Charitable giving and legacy planning that reflect your values

Leading the Conversation

As your financial planner, we advise and lead. We bring your team together, accountants, bankers, lawyers, and uncover blind spots, and make sure every step is not just discussed, but acted on.

And when there’s a missing piece, such as a valuation expert, a corporate lawyer, or a succession consultant, we know who to bring in and when. We handle the details so you can stay focused on what you do best.

Maximizing the Value of What You've Built

Your business is a lifetime of decisions, risks, and growth. And when it’s time to transition, we make sure you get everything you deserve.

We help identify where value can be enhanced, costs can be minimized, and timing can work in your favour. Whether it’s restructuring ahead of sale or fine-tuning compensation strategies in the years leading up to retirement, we help ensure your exit is as rewarding as the journey.

A Legacy That Lasts

Business succession is a new chapter. One where your values, leadership, and impact continue, even if your role changes.

We’ll help you plan for the legacy you want to leave behind. Whether it’s continuing your business under family stewardship, setting up your current team for long-term success, or giving back through philanthropy. 

Your Business, Your Future

Our tax planning strategies help families in Terrace, Smithers, Kitimat, and Prince Rupert reduce their tax burden and keep more of what they earn. If you're ready to talk succession, we’re ready to listen. Let’s craft a plan that protects what you’ve built, respects your goals, and gives you the clarity you need to move forward with confidence.