Plan your succession

Not having a solid overall plan could cause your successors significant income-tax, legal and organizational difficulties.

Desjardins Private Management experts offer succession planning services that provide you with a complete report and a plan of action to take you through all the steps and ensure that your succession plan is successfully carried out. This effort is coordinated in a single location, by your account manager.

If you have any of the following questions, feel free to contact one of our specialists:

• Are the people taking over the business really interested in keeping it going?
• When I'm no longer there, will the business still be able to generate enough profit to provide the owners with a good living?
• How can the taxes on the business transfer be reduced, in particular by dividing up revenues to benefit from the $500,000 tax exemption on share price for eligible businesses?
• Would setting up a trust be a good idea under the circumstances?
• How can I protect my dependents and assets in case of disability?

	Online	Go to the Desjardins Private Management site.
	At the caisse	Make an appointment with an advisor at a caisse.
	At a Desjardins Business Centre	Make an appointment with an account manager at a Desjardins Business Centre.