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Succession planning

CFOs take charge

Creating business value is the path to effective succession planning. The sooner private company owners get on that path, the better they can achieve their goals. Maximizing value is also key to building a lifetime asset and ensuring the most exit options. Succession planning can help owners manage the unforeseen risks that can compromise value, and identify the disposition options that will ultimately benefit both their companies and their families. Learn how to enhance the value of your private business with succession planning.

Listen to our podcast

Listen to our podcast
In this podcast, Harley Mintz of Deloitte’s Private Company Services group discusses how entrepreneurs can maximize the value of their business and ensure a smooth transition.

Build a lifetime asset

Build a lifetime asset
How can private company owners create maximum business value before disposition? Discover four steps to building and protecting a lifetime asset.

Analyze business value

Analyze business value
Measuring value creation is an important step that some entrepreneurs miss. Learn how analytics can help private companies unlock their full potential.

Protect against risk

Protect against risk
Private companies are vulnerable to numerous risks. Learn how a holistic approach to risk management can help protect your business value.

Monetize the business

Monetize the business
Management buyout, IPO, or sale to a family member? Learn how early planning can help identify the disposition strategy that works for your company.

Streamline a family transfer

Streamline a family transfer
Private companies contemplating a family transfer must consider leadership, risk and tax issues. Learn strategies to ensure a successful transfer.

Minimize the tax burden

Minimize the tax burden 
Owners who don’t plan for transition-related taxes can receive an unexpected bill. Discover a six-step process to minimize the tax burden.

Related links
Private Company Services
Survey of Canadian private companies
Assessing the value of a private business
Key challenges to sustainable growth

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© 2008 Deloitte & Touche LLP and affiliated entities.


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