Business Transition Planning

Protect and grow your wealth.

When it comes time to transition your business, the Murphy Advisory Team is here to serve as your dedicated partner in this critical journey.

Whether you're considering selling to an external party, transferring ownership to a family member, or entertaining a merger or acquisition, we meticulously craft a strategy that safeguards your legacy and optimizes your financial outcome. We understand that your business isn't just a source of income - it's a significant part of your life and identity.

Our team will sit down with you to discuss your goals, identify an investment plan that can protect and grow the new assets, and connect you with CIBC partners that can assess the value of your business, and design a comprehensive transition plan that aligns with your vision.

Experience with complex valuations

Transitioning a business comes with complex tax implications. We work closely with tax professionals to create a strategy designed to minimize your tax burden during. Whether it involves structuring the sale as a stock or asset sale, leveraging capital gains exemptions, or other advanced strategies, our focus is on preserving your wealth 

As you prepare to transition your business, we are equally committed to preparing you for the next chapter of your life. This includes retirement planning, wealth preservation strategies, and reinvestment of the proceeds from your business sale into a diversified portfolio that supports your lifestyle and long-term financial goals.