Trusted Advisors & Succession Strategists

Employee Ownership Trusts

Canada is on the precipice of a massive change in how we transition ownership. 
Will you be an early adopter?

WHAT WOULD AN EOT MEAN FOR YOU?

Support to navigate new options

you need to get organized

A successful exit requires organized finances, proper governance and systems designed to help your business success without you.

you need to prep your team

How can you prepare your employees – and yourself – for the transition?

Jennifer quickly establishes that she is ready to listen to the ‘whole you’ – not just the specific business problem you might have come to her with.
She has broad experience in leading successful small businesses – and she’s inspired me to enjoy the highs and to work through the lows of my own small business. Many thanks!

jennie coleman – ceo, Equifruit

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roadmap

A clear plan for your business transition

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financials

Understand your position and options.
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SET UP FOR SUCCESS

Collaborative design and ongoing communication
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team support

Ensuring alignment within your business and its team

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WHAT'S THE END GAME?

Goal clarity and desires for a successful transition

You know you need support to exit your business.
Here it is.

Your business is a unique reflection of you, your values and all of your hard work over the years. You want the legacy to live on, but when you start thinking about an exit strategy, you freeze. There’s so much to consider.

The saying goes, “you don’t know what you don’t know” and, when it comes to exiting a business, there’s a lot to know. You’re eager to learn and understand your options. You know it takes time and commitment. You’re ready.

Welcome to progressive consulting and implementation designed to help you prepare to exit your business while staying true to your vision. Schedule a consultation and let’s see if we’re a good fit.