Retirement Succession Estate Planning

Succession Retirement and Estate Planning 

Building your personal financial plan for the future together

Crowe MacKay LLP's professionals can help you with strategic planning to ensure the future of your business and personal affairs are in good hands. We follow the best practices and we can guide you through the financial planning process. We understand the financial, management, and forensic accounting procedures required while working with you to balance family dynamics and personal circumstances. 

Planning is a crucial aspect of our financial life, making smart decisions on your investments, taxes, and income may be complex and stressful but with Crowe MacKay, you'll get professional guidance that will provide you with lasting value.

Services at Crowe MacKay:

Owner/management succession planning
Estate and tax planning
Business valuations
Buy/sell agreements
Business and strategic planning
Testimonial
Owner/management succession planning
Estate and tax planning
Business valuations
Buy/sell agreements
Business and strategic planning
Testimonial
Succession Planning Strategy
Retirement and Estate Planning
Succession Planning Strategy

Business owners always have many accounting and financial questions surrounding the succession process of their business. Eventually, you'll be ready to pass it on to the next generation, transition operations to key employees, or sell outright to a third party. Whether you are interested in succession planning for your family business or evaluating alternative solutions, as an unbiased trusted advisor, we can assist you in creating a succession plan alongside financial succession audit reports, financial risk analyses, and legal considerations that are appropriate to your unique situation. 

The development and implementation of an effective succession plan will provide you with assurance that your business will have a long and prosperous future. By knowing the benefits of succession planning today, you can control the transition difficulties that could delay, or even prevent, an orderly transition in the future. Secure your business's future, learn more about succession planning by contacting our experts at Crowe MacKay.

Retirement and Estate Planning

Planning for retirement? The true value in any plan is knowledge. The first step is to fully comprehend your financial status and to be able to articulate your retirement goals. We believe the process of planning is just as important as the plan itself: collecting estate planning information, discussing retirement priorities, making decisions, and committing to future objectives.

Our financial advisors have the experience and expertise to help our clients sort through their retirement issues, determine objectives, and create a personalized retirement plan. We work to build relationships, allowing us to offer the best solutions for you. As life and business changes occur, we’re right there with you to adjust your plan as needed.

Our team works with you to create your retirement plan and the gifts you will leave for loved ones. You've worked hard to achieve prosperity and want future generations to benefit from it. Assets don’t just automatically pass from one generation to the next; there are taxes, estate costs, and other factors that can impair your financial legacy if not secured through proper Canadian estate and retirement planning. With the assistance of a trusted Crowe MacKay advisor, you can rest assured all your holdings are effectively distributed to your selected beneficiaries. 

Retirement, Succession, and Estate Planning Team

RFlux
Robert E. Flux
Partner, Incorporated

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